Connect Microsoft Email to Demandbase

Connect your Microsoft Exchange or Microsoft 365 email account to Demandbase to grant access to your emails and calendar meetings for Communication History. The connection steps depend on your Microsoft Exchange configuration.

Tip: To verify or troubleshoot your Microsoft Exchange connection, see Microsoft Exchange Sync Requirements and Connectivity.

Prerequisites to Connect Microsoft Email

Demandbase must enable the Microsoft Email Connector feature. Contact Demandbase Support for assistance.

Connect Microsoft Email

1. From the left navigation bar, go to Settings > My Profile > Email Credentials.
2. Follow the steps for your Microsoft Exchange configuration:
   • Exchange Online (Microsoft 365):
     1. Click Connect to Microsoft.
     2. In the Microsoft sign-in window, enter your credentials and grant the requested permissions.
   • Microsoft Exchange On-Premises:
     1. Enter the following:
        • Domain/User: Enter your Microsoft User Principal Name (UPN), typically your email address.
        • Password: Enter the password used to sign in to your Microsoft account.
3. Click Save and Verify.

Outcome of Connecting Microsoft Email

After you connect your Microsoft email account, Demandbase syncs your emails and calendar meetings for Communication History. 

You can also configure Engagement Points for synced email and calendar activities.