Sign In With Outlook Integration In Dash SaaS | Workdo

Sign-In with Outlook Add-On Integration in Dash SaaS

The Sign in with Outlook Add-On offers a convenient and secure authentication method, allowing users to log in using their Outlook credentials.

Introduction

The Sign in with Outlook Add-On offers a convenient and secure authentication method, allowing users to log in using their Outlook credentials. This integration streamlines the sign-in process, removing the need for separate passwords, and leverages Microsoft’s trusted security infrastructure to safeguard user data. By adding this Add-On, businesses can enhance accessibility for users who primarily use Outlook, thereby improving user experience and retention. This documentation provides a detailed guide for implementing and customizing the Sign-In with Outlook Add-On, ensuring a smooth and effective integration that suits your specific needs.

How To Install the Sign-In With Outlook Add-On?

To Set Up the Sign-In with Outlook Add-On, you can follow this link: Setup Add-On.

How To Use The Sign-In With Outlook Add-On?

After the super admin enables the Add-On, the end users can easily access and use the Add-On.

  • After the purchase process, log in to your super admin account and navigate to the settings page in the sidebar.
  • In the settings, find and click on the Sign-In With Outlook Settings.
  • Enter the Outlook Client ID and client secret and then click on the save changes button.
  • Once these credentials are entered, the end users will be able to sign in to your store using their Microsoft accounts.
  • The image that you upload on the super admin side will be visible on the login and register page in the Sign-In With Outlook button.
sign-in with outlook
  • To generate the credentials, you can follow these steps:

Steps to Generate Credentials:

1. Register your application in Microsoft Entra ID:

  • Sign in to the Azure portal.
  • Search for and select “Microsoft Entra ID”.
  • In the Manage section, choose “App registrations”.
  • Click “New registration”.
  • Provide a name for your application.
  • Choose the appropriate account type.
  • Select the redirect URI type (e.g., Web, Native app).
  • Click “Register”.
  • You need to copy the callback URL from settings and paste it while setting up the credentials.

2. Get Application ID and Client Secret:

  • After registration, you’ll find your Application (client) ID in the “Overview” section of your app registration.
  • To generate a client secret:
  • Go to “Certificates & secrets” in the Manage section of your app registration.
  • Click “New client secret”.
  • Provide a description and choose an expiration date.
  • Copy the generated client secret value and store it securely (it will only be visible once).
  • For the Outlook Client ID, use the Application (client) ID obtained from Microsoft, and for the Outlook Client Secret, use the client secret value generated during the setup process.
  • To know more about this integration, you can follow this link: https://learn.microsoft.com/en-us/azure/healthcare-apis/register-application
  • Once you add the credentials and activate the Sign-in with Outlook Add-On, an Outlook login button will appear on your register and login pages. By clicking it, the end users can easily log in to your store using their Outlook credentials.
sign-in with outlook
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