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Connecting Exchange Online

Adcyma authenticates to Exchange Online with a certificate so your workflows can automate mailbox tasks. This guide walks through generating the certificate, uploading it to your Entra app registration, and testing the connection.

What Exchange automation enables

With Exchange connected, workflow actions can:

  • Convert a leaver's mailbox to a shared mailbox
  • Set mailbox forwarding to a manager or colleague
  • Configure out-of-office auto-replies
  • Grant send-on-behalf permissions
  • Set calendar permissions
  • Manage distribution list membership

Exchange authentication is optional; if you don't use these actions, you can skip this setup.

Prerequisites

  • The Adcyma Entra app registration set up per the App Registration guide, including the optional Exchange Online section (the Exchange.ManageAsApp application permission and the Exchange role assignment described there)
  • Access to the Azure Portal with rights to upload certificates to the app registration
  • Administrator access in Adcyma

Step 1: Generate the certificate

  1. In Adcyma, open AdministrationSettingsIdentity Provider
  2. In the Exchange Authentication card, click Generate Certificate

Adcyma creates a certificate that is valid for one year. The private key is generated and stored encrypted inside Adcyma; it never leaves the platform. What you download and upload is only the public certificate.

Step 2: Download and upload it to Entra ID

  1. Click Download Certificate. You get a .cer file named after the certificate's thumbprint.
  2. In the Azure Portal, open Entra IDApp registrations and select the app registration you use for Adcyma
  3. Go to Certificates & secretsCertificatesUpload certificate and upload the .cer file
  4. Compare the thumbprint shown in Azure with the one displayed in Adcyma; they must match exactly

Step 3: Test the connection

Back in Adcyma, use the Test action in the Exchange Authentication card. A successful test means Adcyma can open an Exchange Online session with the certificate, and mailbox workflow actions are ready to use.

If the test fails:

  • Confirm the certificate was uploaded to the same app registration whose Client ID is configured in Adcyma
  • Verify the Exchange Online permissions and role assignment from the App Registration guide are in place and admin consent is granted
  • Give Azure a few minutes after uploading; propagation isn't always instant

Renewal and revocation

The certificate's status, thumbprint, and expiry date are shown on the Identity Provider page.

  • Renewal: before the certificate expires, generate a new one, download it, and upload it to the app registration again. You can remove the old certificate from Azure once the new one tests successfully.
  • Revoke: if the certificate is compromised or you're decommissioning the integration, click Revoke Certificate. This invalidates it permanently; Exchange workflow actions stop working until a new certificate is set up.