Overview
This guide explains how an IT administrator can approve the Vsimple Outlook Integration in Microsoft Azure / Entra ID. This integration allows Vsimple users to:
· Send emails from Outlook via Vsimple (including automated system emails sent on behalf of the user)
· Sync and track Outlook email threads on Vsimple records to maintain a complete conversation history
The integration uses Microsoft Graph delegated permissions, meaning Vsimple only acts on behalf of signed-in users who connect their Outlook account.
What Permissions Are Requested
The Vsimple Outlook Integration requests the following Microsoft Graph delegated permissions:
· User.Read – Sign in and read the user’s basic profile
· Mail.ReadWrite – Read and write the user’s mailbox (used to sync email threads)
· Mail.Send – Send emails as the user (used for manual and automated emails)
· offline_access – Maintain access via refresh tokens so users don’t have to reconnect frequently
Option 1: Admin-Initiated Approval (Recommended)
This is the most common and cleanest approach.
Steps
1. An IT administrator logs into Vsimple
2. Navigate to a Record with an Uploaded Email
3. Click Connect Outlook
4. You will be redirected to Microsoft’s consent screen
5. Review the requested permissions
6. Select Consent on behalf of your organization
7. Approve the app
Once approved, all users in the tenant can connect Outlook without further admin involvement.
Option 2: User-Initiated Admin Consent Request
If a non-admin user attempts to connect Outlook and admin consent is required, Microsoft will trigger an approval workflow.
Steps
1. A user clicks Connect Outlook in Vsimple
2. Microsoft detects that admin consent is required
3. The user submits an Admin Consent Request
4. An Azure / Entra ID admin receives the request
5. Admin reviews and approves the Vsimple Outlook Integration in Azure
NOTE: Some Azure accounts block users from initiating an admin consent request and will require Option 1.
Verifying Approval in Azure / Entra ID
After approval, you can confirm the setup:
1. Go to Microsoft Azure
2. Navigate to Enterprise Applications
3. Select Vsimple Outlook Integration
4. Open Permissions
5. Confirm permissions are granted under Admin consent
You should see Microsoft Graph delegated permissions similar to: - Mail.ReadWrite - Mail.Send - User.Read - offline_access
Security & Data Handling Notes
· Vsimple only accesses mailboxes for users who explicitly connect Outlook
· Emails are linked to Vsimple records strictly for conversation tracking
· No emails are deleted or modified outside of user actions
· Access can be revoked at any time from Azure
Revoking Access (If Needed)
Admins can revoke access at any time:
· Azure → Enterprise Applications → Vsimple Outlook Integration → Remove
Support
If you have questions or need assistance during approval:
· Contact your internal Vsimple administrator
· Or reach out to the Vsimple support team in app or at [email protected]
✅ Once approved, users can immediately begin sending and tracking Outlook emails inside Vsimple.