You can create orders based on emails received from Office 365 and Microsoft Outlook. Furthermore, when the customer accepts the order, you can receive that status change via an email.
NOTE
Multiple order managers can work in the order processing console:
If the order managers share one email account, then you have to configure and install the "Office 365 add-in" or the "Outlook add-in" once.
If the order managers each use their own email account, then you have to configure and install the "Office 365 add-in" or the "Outlook add-in" for each email account.
Since Office 365 is web-based, the order managers can access their Office 365 account from any available computer.
You have to enable secure connections:
Click [System] - [Security] - [Connection].
Enable [Use secure connections (HTTPS)].
Enable this option to use a secure HTTPS connection between the server and the web server. If you enable this option you have to have a certificate. A certificate guarantees a secure (HTTPS) connection.
The certificate must be valid.
It is recommended to add the OrderID to the subject of each email which is sent from the application. Add the OrderID for easy identification of the job.
Click [Order processing] - [General settings] - [General settings].
Enable the [Always add the OrderID to the email subject] option.
Click [Save].
You can install the Office 365 add-in on Windows and iOS operating systems.
Register PRISMAdirect on the Microsoft developers site
Open a browser on a computer that has access to the PRISMAdirect server.
Create an account and log in.
Click "Add an app".
Type a name for the application and click "Create". The name is used internally by Microsoft and will not be visible for customers.
Scroll to section "Microsoft Graph Permissions" and click "Add" for option "Delegated Permissions".
Enable “Mail.Read” and click OK.
Scroll to section "Platforms" and click "Add Platform".
Select "Web" as platform type.
Click [Save]. Do not close the web page.
The [Save] button is available in the bottom of the web page.
Integrate Office 365 with PRISMAdirect
During registration, Microsoft generates the [Application ID] and the [Application secret]. The [Redirect URL] is always available in PRISMAdirect. You'll need these settings to integrate Office 365 with PRISMAdirect.
PRISMAdirect always generates a redirect URL. You can edit the URL, for example, when you want to use a friendly URL. When you register the add-in, you have to use the redirect URL in both PRISMAdirect and the add-in. The redirect URL establishes the communication between the add-in and PRISMAdirect.
The [LDAP attribute for user name:] is automatically retrieved from the LDAP server. If required, you can change the attribute manually in this dialog. PRISMAdirect uses this attribute to retrieve the user profile of the current user when sending emails. The server of PRISMAdirect is registered in a certain domain. The LDAP server that is registered in the same domain will be used to retrieve the user data. There can be only one LDAP server registered in the same domain as the PRISMAdirect server.
Copy the "Application Id" displayed in the Microsoft developers site.
Click [System] - [Connectivity] - [Office 365 add-in].
Paste the "Application Id" into option [Application ID] in the [Office 365 add-in] dialog of PRISMAdirect.
Click [Save].
Copy the [Redirect URL] displayed in the [Office 365 add-in] dialog.
PRISMAdirect automatically fills in the [Redirect URL] and the [LDAP attribute for user name:].
Go to the Microsoft developers site.
Scroll to section "Platforms" and paste the [Redirect URL] into option "Redirect URLs".
Click [Save]. Do not close the web page.
The [Save] button is available in the bottom of the web page.
Scroll to section "Application Secrets" and click "Generate New Password".
Copy the password. It is recommended that you store the password in a file. Click OK.
Click [System] - [Connectivity] - [Office 365 add-in].
Paste the password into option [Application secret] in the [Office 365 add-in] dialog of PRISMAdirect.
Click [Save].
Install the add-in
You can install the add-in in every Office 365 environment that has access to the PRISMAdirect server.
Click [System] - [Downloads].
Download the "PRISMAdirect Office 365 AddIn". Select option "Save File" if a dialog opens to ask you what to do with the file. The default download location for the file is the "Downloads" folder.
PRISMAdirect will not notify you when the download is completed.
Open a browser on a computer that has access to the PRISMAdirect server.
Go to outlook.office365.com.
Log in with an account that is valid for the Office 365 environment.
Click the cogwheel icon to open the settings.
Select "Manage add-ins".
Select "My add-ins".
Select "+ Add a custom add-in", then select "Add from file..." in section "Custom add-ins".
Browse to the folder that contains the downloaded "PRISMAdirect Office 365 AddIn.xml" file. By default, that is the "Downloads" folder.
Select the file and click "Open".
Click "Install".
When installation is completed, the custom add-in "PRISMAdirect" is added to Office 365.
To create an order from an email, click the small icon of the PRISMAdirect add-in. In the right-hand side, a dialog expands and you can click "Create order from email".
You can install the Microsoft Outlook add-in only on Windows operating systems.
Open workspace [Configuration] and go to [Downloads].
Download the "PRISMAdirect Outlook AddIn".
Wait until the "OutlookAddInInstallerZip.exe" has been downloaded.
Run the executable on each computer that connects to the order processing workspace. The Outlook Addin allows the order manager and operator can create orders from emails.