Connect Microsoft 365

Connecting Microsoft 365 lets ScendCore send email from your Outlook account, discover your email aliases, and optionally process inbound emails with AI.

Prerequisites

• A Microsoft 365 or Outlook account (personal or organizational)
• You must be logged into ScendCore with an active workspace

Tip: If you are an IT admin and want to connect your entire organization at once (so ScendCore can send as any user without per-person OAuth), use the M365 Organization (Admin Consent) option instead.

Step-by-Step Connection

1. Navigate to Settings > Email Setup
2. Click Connect Microsoft (or + Microsoft 365 if you already have other accounts connected)
3. You will be redirected to Microsoft’s sign-in page
4. Sign in with your Microsoft 365 account and review the permissions
5. Click Accept to grant access
6. You will be redirected back to ScendCore’s Email Setup page

The connection is immediate — your mailbox appears under Connected Mailboxes with a status badge showing the provider.

Permissions Requested

ScendCore requests the following Microsoft Graph permissions:

All tokens are stored securely and encrypted at rest. ScendCore never stores your Microsoft password.

Identity and Alias Discovery

After connecting, ScendCore automatically discovers your email identities:

• Primary email — Your main mailbox address (pulled from the mail or userPrincipalName field)
• Aliases — Any additional email addresses configured via proxyAddresses in your Microsoft 365 admin

Each discovered identity appears in the identity table under your mailbox. You can assign a sender profile to each identity to control which “from” name and address is used for outreach.

Adding Send As Addresses

If you have Send As permission for a shared mailbox in Exchange:

1. Click + Add Send As Address below the identity table
2. Enter the shared mailbox email and an optional display name
3. Click Add

Note: The Send As permission must be granted by your Exchange/M365 administrator before you can send from that address.

Inbound Email Settings

Each connected mailbox has optional inbound AI processing:

1. Toggle Inbound AI to enable processing of incoming emails
2. Select a Mailbox Purpose:
   • New Business (sales@, leads@)
   • Support (support@, help@)
   • General (hello@, info@)
   • Billing (billing@, accounts@)
   • Personal (becky@, mike@)
3. Select an AI Behavior:
   • Full Auto — AI replies to all incoming emails
   • Reply Only — AI continues only its own threads
   • Triage Only — Classify and route, no AI reply
   • Disabled — No AI processing

Managing Your Connection

From the Email Setup page, you can:

• Refresh — Re-scans for new aliases and updates identity information
• Disconnect — Removes the mailbox and stops all sending from those addresses

Tip: After making changes in your Microsoft 365 admin (like adding aliases or granting Send As permissions), click Refresh to pick up the changes in ScendCore.

Troubleshooting

”token_exchange_failed” error

This usually means the OAuth flow was interrupted or your Microsoft 365 admin has restricted third-party app access. Check with your IT team that third-party OAuth apps are allowed in your Azure AD tenant.

”profile_fetch_failed” error

ScendCore could not read your profile from Microsoft Graph. This can happen if your account lacks a mailbox (e.g., a service account). Make sure you are connecting with a licensed M365 user account.

”invalid_state” error

The connection attempt expired. Go back to Settings > Email Setup and try connecting again. This can happen if you took too long on the Microsoft sign-in page.

No identities appear after connecting

Click the Refresh button on your mailbox card. Identity discovery runs automatically during connection, but may fail if Microsoft Graph is temporarily unavailable. Refreshing retries the discovery process.

Emails not sending

Make sure at least one identity has an Active status and is assigned to a sender profile. ScendCore uses sender profiles to determine which identity to send from for each outreach job.