Set Up a Microsoft Exchange Email Service Account

Connect a Microsoft Exchange Email Service Account to allow Demandbase to sync emails and calendar meetings for Demandbase users in your Microsoft 365 organization without requiring individual authentication.

To set up the service account, a Microsoft tenant administrator must grant the required permissions in Microsoft Entra ID and connect the service account in Demandbase.

See:

• Understanding Email Service Accounts
• Update Exchange Online EWS Settings for Microsoft Email Sync
• Microsoft Exchange Sync Requirements and Connectivity

Prerequisites to Set Up a Microsoft Exchange Email Service Account

• The Email Connector feature must be enabled by Demandbase. Contact Demandbase Support for assistance.
• You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
• You must have the required Microsoft 365 administrator permissions to create users and configure Exchange permissions.

Step 1: Grant Admin Consent in Microsoft Entra ID

Grant Demandbase the required permissions to access Microsoft Exchange email and calendar activity.

1. Sign in to the Microsoft Entra Admin Center with your Microsoft administrator credentials.
2. Go to Entra ID > Enterprise applications > All applications.
3. Search for and select Engagio.
4. Under Security, select Permissions.
5. Click Grant admin consent.
6. Review the requested permissions and accept the consent prompt.

Important: If the Engagio application is not available in your Enterprise applications list, you can grant consent using the following steps:

1. In Microsoft Entra, go to Overview and copy your Tenant ID.
2. Open the following URL, replacing <TenantID> with your Tenant ID:
   https://login.microsoftonline.com/<TenantID>/adminconsent?client_id=19eddf46-2f40-47aa-b9d8-a369f0c97547
3. Review and accept the Permissions requested prompt.

Step 2: Verify Microsoft Entra Admin Consent

Verify that the required permissions have been granted to the Demandbase application.

1. In the Microsoft Entra Admin Center, go to Entra ID > Enterprise applications > All applications.
2. Select Engagio.
3. Under Security, select Permissions.
4. Verify that admin consent has been granted.

Step 3: Connect the Microsoft Exchange Service Account in Demandbase

Add the Microsoft service account credentials in Demandbase to enable email and calendar synchronization.

1. In the Microsoft Entra Admin Center, go to Overview and copy your Tenant ID.

2. In Demandbase, from the left navigation bar, go to Settings > Platform > Email Service Account.
3. Click Connect Service Account.

4. Enter your Microsoft Tenant ID.

5. Enable the Service Account.

Outcome of Setting Up a Microsoft Exchange Email Service Account

After the service account is connected, Demandbase can authenticate and sync supported email and calendar communications for Demandbase users in your Microsoft 365 organization without requiring individual account authentication.