MoxiEngage Integration Process using Microsoft 365 with Modern Authentication

Overview

MoxiEngage integrates directly with your brokerage’s Microsoft 365 (formerly Office 365) account to provide your agents and support staff with consistent and convenient access to their information, while eliminating any need to enter the same information multiple times.

MoxiEngage uses Modern Authentication with an impersonation service account through the Exchange Web Services (EWS) Managed API to synchronize data and perform actions on behalf of individual users. Each MoxiEngage user account has an email address that corresponds to a mailbox on your Microsoft 365 account. All integration actions are performed within the context of a single given mailbox. MoxiEngage never requires administrative access to your Microsoft 365 account.

Contacts
MoxiEngage continually synchronizes a user’s contacts and contact details with the Microsoft 365 Exchange mailbox. Contacts created in Microsoft 365 will appear in MoxiEngage. Contacts created in MoxiEngage are synchronized back to the Microsoft 365 mailbox.

Calendar
MoxiEngage displays the user’s calendar events and appointments. Calendar events and appointments can also be added through MoxiEngage and are synchronized to the Microsoft 365 mailbox.

Email
MoxiEngage sends certain email messages through user’s mailbox. These email messages will appear in the Sent mail folder and will be delivered to the recipient from the mailbox just as if the user had sent the email from Microsoft 365 directly. MoxiEngage does not synchronize or inspect incoming email messages.

See Next steps for Service Account Setup, Password Setup, and Troubleshooting on the attached guide:

 PDF Guide