• Contract Management 365 Mailbox

    Configuring Contract Management 365 Mailbox using Power Automate.

    Prerequisites:
    1. You can set up Contract Management 365 with either a shared mailbox or a service account mailbox (regular user mailbox). Note: In the case of a shared mailbox, the logged-in account should have the necessary access. For a service account, you'll need to log in with the appropriate permissions.

    2. The logged-in user must have 'send as delegate' permissions to the shared mailbox.

      3. Steps to configure the Power Automate flow:


    1. Sign in to portal.office.com, then access the app launcher and choose 'Admin'.

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    2. You will now be directed to the Microsoft 365 admin center. From here, select 'Shared mailboxes' under 'Teams & Groups.

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    3. Next, generate a shared mailbox by clicking 'Add a shared mailbox,' provide the required information, and then save your settings.

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    4. After successfully creating the shared mailbox, locate it, select it, and scroll down to access Manage mailbox permissions.

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    5. Grant the logged-in user access to all three mailbox permissions.

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    6. Now, select 'Power Automate' from the app launcher.

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    7. To download the Power Automate solution, click here. Then, go to the left panel and choose 'Solutions.' Import the solution at the top by uploading the downloaded file and clicking

      Note: Do not unzip the solution file.


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    8. Click Next, import the solution, enter the configured Mailbox ID and enter the SharePoint site address where Contract Management 365 is installed.

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    9. Select the imported solution named 'HR365 Contract Management.'

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    10. Navigate to the left-hand side navigation panel, select 'Environment variables,' and then click on the 'Site URL' variable. Replace the default value with your application's site URL.

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    11. Edit the Site Address (CLM365) and replace the default value with your application's site URL.

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    12. Navigate to the left-hand side navigation panel and select Cloud Flows. Turn on the required flows as shown in the screenshot.

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    13. Open the Contract Management application, go to Settings, and enter the Contract Management mailbox.

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    14. To verify the setup, create a new contract to trigger the email notifications.