Configuring Email settings when using Microsoft Office 365

The application only uses one account to log into your SMTP server.  However, when users send out email alerts from the application, they are sent with users email address as the 'From' address.
 
In most SMTP servers, this doesn't cause an issue but in Office 365, the Send As permissions have to be properly configured so that the account being used to log in to your SMTP server can send emails with the users 'From' address.
 
This is the reason why we recommend you configure a generic mailbox to use for this, so that all users sending alerts from the app are able to send via that generic login used to connect to the server.

We recommend you create a new user/mailbox called 'Insol6Insolvency' and then configure the mailbox permissions for all Insol users to be able to Send As 'Insol6Insolvency'.

Configure Send As Permission

To configure all users the permission to Send As the user (in the example [e-mail]):

1. In the Office 365 Admin Centre, go to the Users > Active users page.

2. Select the name of the user to open their properties pane.

3. On the Mail tab, select Manage mailbox permissions.

4. Next to Send as, select Edit.

5. Select Add permissions, then choose the Insol6Insolvency user.

6. Select Save.

Once the Insol6Insolvency Users mailbox has been created, open Insol6 and go into Manage Application Settings>Email Settings and enter the SMTP server information as follows:

SMTP Server Name:	smtp.office365.com,587
Authentication Method:	TLS
Username:	[e-mail] (the email from address needs send as permission this address)
Password:	Enter the Insol6InsolUsers Office 365 password here *
Alert From Mailbox:	[e-mail]
System Notification Mailbox:	Enter an email address to receive System Notifications
Bounced Alert Mailbox:	Enter an email address to receive any bounced email alerts.

* You will need to update this password whenever you change the password in MS Office.

When the fields have been completed click on the Send Test button. If the test fails, you can enter a debug path and try the test again which should open a debug file to indicate where the issue is. 

When a test is successful, a should pop up similar to below

Following that confirmation, Click OK then click the Save Settings button and then exit the application.

User having permission to send

Some aspects of setting up your SMTP details is ensuring that:

• the email sender is authorised to send emails and
• the location from where the email is sent
• the server is configured to allow emails to be sent outside the domain

The from address (set in the email form itself) needs send as permission for the login email address (User name) in email settings.

If the email fails to send click on the message Log for a possible explanation of why the email has  not sent.

Enabling SMTP

Connect-ExchangeOnline -UserPrincipalName [e-mail]
Set-TransportConfig -SmtpClientAuthenticationDisabled $false
Set-CASMailbox -Identity [e-mail] -SmtpClientAuthenticationDisabled $false

Note

The password for email send should be an application password not the user account password guides here: Microsoft 365 - create an app password

Enabling SMTP Send Mail -  REQUIRED – PowerShell commands

To enable send email from an application, SMTP authentication will need to be enabled this can now only be done via PowerShell:

Tech Workstation Setup Initial Steps (once only on the admin PC):

Set-ExecutionPolicy unrestricted

Install-Module -Name ExchangeOnlineManagement

Import-Module ExchangeOnlineManagement

Connect-ExchangeOnline -UserPrincipalName [e-mail]

 

Tenant Mandatory Settings per tenant

Enable-OrganizationCustomization

Connect-ExchangeOnline -UserPrincipalName [e-mail]

Set-TransportConfig -SmtpClientAuthenticationDisabled $false

Set-OrganizationConfig -SendFromAliasEnabled $true

Set-Mailbox [e-mail] -MessageCopyForSendOnBehalfEnabled $true

Enable viewing sent emails thorough a mailbox you may connect to

Set-Mailbox [e-mail] -MessageCopyForSentAsEnabled $true

Optional Email Config

Set-CASMailbox -Identity [e-mail] -SmtpClientAuthenticationDisabled $false

Add-RecipientPermission "System Administrator" -AccessRights SendAs -Trustee "First Last"