Connecting your Outlook or Microsoft 365 account

This guide provides clear, step-by-step instructions to help you set up your Outlook or Microsoft 365 account in under 5 minutes.

We recommend using a (similar alternative) separate domain name and email address for your outbound sales campaigns with Cara. For example, we use [email protected] to run our day-to-day business and [email protected] for outbound sales with Cara.

Step-by-Step Guide to Connecting Outlook or M365

1. Sign in to your meetcara.ai account.
2. Click on "Integrations" in the left-hand side menu
3. Select "Outlook / Office 365”.

4. Click "Continue with Microsoft" on the right-hand side of the screen.

5. Follow the steps to sign into your Microsoft account.

6. Give Cara consent to send emails under your name.

7. That's it! Your Microsoft/Outlook account is now connected to Cara.

Admin consent needed?

Does Cara show an error when connecting to your Outlook account, and are you not the Outlook/Office 365 admin? You might need admin approval to connect to Cara. This is because your system admin has configured Outlook to require their approval for third-party app connections. You can address this through meetcara.ai or Azure.

Obtain admin consent through meetcara.ai

1. Follow steps 1 to 4 of the above guide (from “Signin into your meetcara.ai account to clicking on "Continue with Microsoft" on the right-hand side of the screen).
2. Once you provide your email login details, you should see a screen like this:
3. Important: Check the 'Consent on behalf of your organization' box to provide admin consent.
4. Click 'Accept' to return to Cara.
5. If you don't see the admin consent checkbox, ensure you are the O365 admin. If you are the admin, try using Azure for approval.

Via Azure

1. Log in to Microsoft Azure at azure.microsoft.com with an admin account. You should see a screen similar to this:

2. Go to Azure Active Directory by clicking "View" under "Manage Azure Active Directory" or searching for it in the search bar.

3. Navigate to Enterprise Applications. Once you arrive in the Azure Active Directory, you see this option in the menu on the left side:

4. Grant your team access by either (1) providing admin consent or (2) assigning them additional permissions.

4a. Provide admin consent. To provide admin consent, click on the "Admin consent requests" tab on the left side:

1. Navigate to Azure Active Directory

You can either do this by clicking on "view" under "Manage Azure Active Directory", or by searching it in the search bar above, like so:

1. Navigate to Enterprise ApplicationsOnce you arrive in the Azure Active Directory, you see this option in the menu on the left side:

2. Give your team accessOnce you're here, you can grant your team access in two different ways: (1) by providing admin consent, and (2) by giving your team more permissions.

4a. Provide admin consentTo provide admin consent, click on the "Admin consent requests" tab on the left side:

Once you're there, it's likely that Cara is listed there as one of the request. If you click on Cara, you will be able to provide admin consent and your team can get started.

Don't see Cara among the options? Go to step 4b.

4b: Loosen team restrictions

Another option is to (temporarily) give your team permission to connect to third-party apps themselves. In this case, you won't have to provide admin consent anymore.

In order to do this, go to the "Consent and permissions" tab

Once you're there, you should see something like this:

In order for your teammates to connect with Cara themselves, you need to select the "Allow user consent for apps" option under the "User consent for applications" heading. Save your changes, and now your team is good to go.

Connected to a wrong email account?

You're automatically being connected with the wrong email account?

This happens when you're logged in to an Outlook email account and you told Microsoft to remember your login credentials for next time. In this case, the easiest fix is to open up an incognito / private tab, log in to Cara there, and connect Outlook in that way. If you do this, this problem won't occur 🤓

You can’t see “Create App Password”

Your admin might need to enforce the use of Multi-factor Authentication (MFA).

At times, it’s not possible to create an App Passwords even when you are having MFA enabled for yourself. More info on this scenario here.

Your Outlook / Exchange / Office 365 is not supported?

Do you have a Hybrid or On-Site Exchange setup? Then unfortunately, your email setup is not supported. Only cloud setups are supported.