Microsoft Exchange Integration

Below you will find the steps for integration. Should you have any trouble, we strongly advise reaching out to your CSM to assist you.

Step 1

In order to set up MS Exchange Integration, click your name and then “Administration” in the upper right corner of your dashboard to access the administration landing page.

Step 2

You will tap “MS Exchange Integration” which is found at the bottom of the list on your Holding Information screen. The screen will load, you will click “Integration enabled,” and then you will have the ability to add your account information and save it.

NOTE: Using impersonation allows sending invitations to participants on behalf of a user (meeting coordinator), not an account. To do so, enable impersonation for all iDeals Board users by following this guide.