There are two types of email capture for Office365 - incoming email capture which needs to be implemented by each user, and outgoing email capture which just needs to be configured once for your whole domain.

Incoming Email Capture

Capturing emails into AffinityLive from Office 365 is easy - you simply set up a message rule and you're done.

In your Outlook view, on the right hand side, select "Options" and then choose "Create an Inbox Rule...".

Under the Inbox Rules heading, click on New.

In the first drop down box, select the last option, "[Apply to all messages]".

In the second drop down box, select "Redirect the message to...".

You'll then have another window open. At the very bottom, you'll have the ability to type in your own free-form text.

In here, you want to enter the value of the Capture Acct which you can see from your user Profile page in AffinityLive (to see it, click on your own username in the top right, then choose "Profile", and then copy the "Capture Acct" value.

Take the Capture Acct address, and type it into the buttom text box, before hitting "Check Names...".

Select "OK", and then "Save". The system will prompt to make sure you want to apply this rule to all messages, which you do. Once you've done this, you'll have automatic email capture set up, and every email you receive from a contact who is in AffinityLive will automatically be captured in AffinityLive, instantly.

Outgoing Email Capture

Automatic capture of outgoing emails in Office365 is able to be configured by any user with Admin access to the Office365 service.

The instructions and screenshots below will show you how to configure automatic email capture.

Things to know before you start

Before you start, make sure:

1. Your email address in Office365 needs to match your email address in your AffinityLive account. The outgoing process matches the from address to a user account in AffinityLive, so if they're different, the emails that are sent to AffinityLive as part of an outgoing process are ignored.
2. You know that AffinityLive will only capture emails that you send to a contact where that contact's email address is already in AffinityLive. 

Access the Exchange Configuration

First of all, log into your Office365 account. When you have, you'll probably find yourself in the Outlook view.

Click "Home" to return to the home page.

From the "Home" page, you should see "Admin" appear as a navigation item.

If you don't, you don't have Admin access, and you won't be able to set up automatic email capture. Click on "Admin".

From the "Admin" section, look for the "Manage" link under the Microsoft Office 365 heading, and click on it.

A new window will now open, and you'll be in the Exchange Management interface.

Adding a new External Contact

From here, you need to add a new "contact" in Office 365. This contact will be the special "log" address in AffinityLive.

Click on "External Contacts" to see a lists of external contacts.

Click on "New"

Enter the new external contact. Note that the domain name needs to match your AffinityLive domain, and all outgoing emails need to go to the log@ address.

Click save, and you're done creating the contact.

Setting up the Message Rule

Now you have a contact, you need to set up a rule so that all outgoing emails are BCC'ed to the AffinityLive log address.

From the Exchange Management screen, click on Mail Control on the left.

Click on "New" to create a new rule.

In the first drop down list, select "The sender is in the scope of..." and in the pop-up box, select Inside the Organization.

In the second drop down list, select "Bcc the message to..." and when you're prompted to select a user, choose the AffinityLive Log user you created earlier.

You're now done, and automatic email capture for outgoing messages is now in place.

Testing the Setup

To test the outgoing email capture, you'll want to send an email from Office 365 and see if it appears against the client account in AffinityLive.

A few tips when it comes to selecting a client account to send the email to that is also in AffinityLive include:

• Someone who isn't also a staff member. AffinityLive finds staff members and other users as a priority, so make sure you're using an address that isn't a colleague for testing.
• Someone who's in a different domain to your Office 365 account. Remember, don't send something to a colleague or even a test account on your own domain. Ideally use a Gmail or Hotmail account.
• Someone who doesn't mind you sending them a few test emails ;-)

Once you've selected a contact, in Office 365, simply send the person an email, and then look inside AffinityLive to see if the activity appears in the activity stream against that contact/company. You should wait 5 minutes before refreshing the activity stream just in case there are processing delays on the Microsoft of AffinityLive ends of the email sending process.