Microsoft Outlook Send Permissions

Setup Instructions

The Microsoft Outlook Administrator needs to perform the following steps: 

1. If you do not have a Connect The Dots account, click here to create one.
2. Notify your contact at Connect The Dots so they can ensure you've been designated an admin. 
3. Visit https://app.ctd.ai and navigate to the enterprise admin page. 
   
   
   
4. In the top right corner, click on "Authorize send permissions."
   
5. A confirmation dialog box will appear where you should click on "Confirm."
   
6. Login with your Outlook admin account and consent to the terms. Note that send permissions work with meta-data only and read-only scopes. 
   

Done!  

What is the experience like for your users? 

Inside Connect The Dots, users will click the "Ask" button, and it will launch an email editor like the one below. Depending on the context of the relationship, a smart email template will be loaded. The user can edit the email, preview it, and when they're ready, hit send. 

The email will be sent from their Gmail account, which will look like any other email. For important asks, this means higher response rates. The email will be logged in the sender's Gmail Sent Items folder, and all replies will come back to their Gmail Inbox.