Email Server Configuration for Office365 

An SMTP mail server is the machine-speaking SMTP protocol that handles all email delivery processes.

How to configure Office365 under the Email Server?

  1. Log in as Admin user.  
  2. Go to CRM Settings > Configuration > Email Server.
  3. Click on the "Add Record" button. 
  4. The Email Server form will appear, provide the required details.



    Field Name
    Description
    Name
    Mention Email provider name like Gmail, amazonaws, etc. 
    SMTP URL
    You should provide the SMTP server URL, including the SSL/TLS and port information, such as tls://smtp-mail.outlook.com:587
    User Name
    Provide your valid Email address.
    Password
    Provide your email password.
    From Email
    Use the email id from which you need to send the emails. 
    Requires Authentication
    Click on the checkbox to specify the authentication type 
    Default Server? Enable checkbox to set email server as default, which will be used to generate email request while sending emails from CRM.


    Delete

    Note: In From Email Address, you have to verify individual user's email address so that in place for all your users to be able to send emails.


    5. Click on the Save button. This would send a Test email to the user's Email address. If the Test email fails the settings would be saved and an error message will appear on the screen. Otherwise, the settings would be saved and then users can send email from the CRM.

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