Find a Contact in Microsoft Exchange

To find a contact in Microsoft Outlook, do the procedure in this topic.

Find Contact Configuration Screen



Prerequisites

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Exchange Server Exchange Server icon tab.
      2. On the Exchange Server Exchange Server icon tab, drag the Find Contact Find Contact icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Find Contact Find Contact icon

Procedure

  1. On the Find Contact Configuration screen, in the Exchange Server field, select your Exchange Server access token.

    To create a new access token, click Add Token Add Token icon. For more information, refer to Access Token for Exchange Server.

  2. In the Search By list, select how to search for the contact.
  3. In the E-mail/Contact ID field, enter the variable that stores the contact ID or e-mail address.
  4. (Optional)Complete these fields as necessary.
    Field Name Definition

    First Name

    Function:
    Specifies the process data variable that stores the first name of the user.
    Accepted Values:
    A process data variable.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Last Name

    Function:
    Specifies process data variable that stores the last name of the user.
    Accepted Values:
    A process data variable.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    E-mail ID

    Function:
    Specifies the process data variable that stores the e-mail address.
    Accepted Values:
    A process data variable.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    E-mail Display Name

    Function:
    Specifies the process data variable that stores the name to show as an alternative to the user's e-mail address.
    Accepted Values:
    A process data variable.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Mobile

    Function:
    Specifies the process data variable that stores the user's mobile number.
    Accepted Values:
    A process data variable.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Business Phone

    Function:
    Specifies the process data variable that stores the business telephone number of the user.
    Accepted Values:
    A process data variable.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Company Name

    Function:
    Specifies the process data variable that stores the name of the user's organization.
    Accepted Values:
    A process data variable.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Department

    Function:
    Specifies the process data variable that stores the user's department.
    Accepted Values:
    A process data variable.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Contact ID

    Function:
    Specifies the ID of the contact in Exchange Server.
    Accepted Values:
    A valid contact ID.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Limitations:

    The configuration details AgilePoint NX Product Documentation can provide for third-party integrations is limited. For more information, refer to the relevant section in Third-Party Vendor Documentation.