The Tasks provider in Data Sync connects to Microsoft Exchange mailboxes and returns the tasks from those mailboxes.
The following Data Sync providers can be connected to the Email provider to download Tasks.
If your exchange server allows for it you can connect using your username and password by clicking onto the ellipsis in the credentials box.
Enter your username and password to the fields shown in the window and click
If your account is using MFA you will need to use an app password to connect. To get an app password you can go to https://account.activedirectory.windowsazure.com/AppPasswords.aspx or ask your administrator to get one for you.
Then complete the remaining fields as required. You can leave OAuth credentials blank as these are only required when connecting via OAuth.
To begin you need to register an app in your Azure AD portal to grant access to Exchange.
To do this open your Azure AD Portal and go to
App Registrations >
Now enter in a name for your application and choose the supported account types, for this we only need access to those within our organization so we have selected
Accounts in this organizational directory only.
Once complete click on
Register to create the app.
You will now be given an overview of your app credentials (Client ID and Tenant ID), but you need to configure the API permissions before you can use the credentials in Data Sync.
API Permissions and click onto
Exchange in the list, choose
Application permissions and check
full_access_as_app, click onto
Add Permissions to add them.
Then grant admin consent for the two permissions by clicking onto the Grant admin consent tab and following the instructions on screen.
We now need to create the Client Secret that Data Sync will use. To do this go to
Certificates & Secrets and under
Client secrets click
New client secret.
Enter in a name/description for the secret, choose the expiry timescale and then click
Once it has been added your client secret will be shown on screen, copy this and make a note of it as you will not be able to view it again.
These details can now be added to Data Sync to connect to Exchange.
To connect via OAuth2 click on the ellipsis(
...) in the OAuth box and leave the credentials field blank.
This will open a new window where you need to enter in the following details:
Enter in your tenant domain for example
Enter in your Client ID from the App you created earlier to connect to Exchange. This can be found on the App overview page in Azure AD App Registrations.
Enter in your Client Secret that you saved from the App you created earlier.
Once your details have been entered click
OK to go back and complete the remaining fields as required.
This is the URL to the Exchange WebServices endpoint. For Office 365 this is
Use this to return only entries found within this category set.
Return entries from these mailboxes. You will need to add the mailboxes to the collection editor by clicking the ellipsis and then adding members to the list.
Make sure to add the email address into the value box.
Once you have added all the mailboxes you need click
OK to go back to the connection window.
Set this value to
true in the connection properties if you want the whole process to fail if a mailbox cannot be accessed.
Set this value to
false in the connection properties if you want the process to continue to run if a mailbox cannot be accessed.