This article walks through the steps of setting up Sage CRM for outbound email if your organization uses O365. We have broken up the steps below AND provided a short instructional video.
Step 1: Create a email address specific for Sage CRM
Ensure this email has top level (global admin rights)
Step 2: Apply 3 sets of changes within MS Exchange Admin Center
Log into MS Exchange using this new crm@ email address http://outlook.office365.com/ecp Within the Exchange admin center, you will need to complete 3 steps
- Create an Admin role. You can call this Sage CRM email configuration
- Within the role, goto the permissions tab and check ‘ApplicationImpersonation’
- Within the role, add this crm@ admin user email
- Goto Mailboxes, and for each mailbox that is a Sage CRM user, you must goto the delegation section and allow this mailbox use ‘Send as’ the newly created email
- Goto Mailflow, under connectors +Add a connector
- Select ‘Your organization’s email server Image
- Label this SMTP Connector (or whatever you want to call it)
- For the ‘Authenticating sent email’ type in name of your Sage CRM install. IE – crm.yourdomain.com
Step 3: Update the email configuration screen within Sage CRM
Reconfigure the Sage CRM E-mail configuration screen. Administration > Email and Documents > Email Configuration
- Set ‘Send mail using’ to Internal SMTP
- Set ‘Outgoing Mail server (SMTP)’ to smtp.office365.com
- Set ‘SMTP port’ to 587
- Check the box for ‘Use TLS for SMTP’
- Enter your new crm@ email address into ‘SMTP User Name’
- Enter the crm@ email password into ‘SMTP Password = the password for this email’
Step 4: Test
Send out an email from Sage CRM. If it doesn’t error out, it is working.
Gotchas
Even if you have set things up properly, there may be a firewall issue on your server preventing the OAuth connection.
The changes in Exchange must be done using this new CRM email. If you configure step 2 using your standard 365 admin account, it will not work.
Remember - each email address associated to a Sage CRM user must be allowed to use this crm@ email address. Within the Exchange Admin Center, Goto Mailboxes, and for each mailbox that is a Sage CRM user, you must goto the delegation section and allow this mailbox use ‘Send as’ the newly created email
This is rare, but can occur. The good news is that you can turn it back on via a powershell command within the admin.microsoft.com panel.
Questions
Yes. Sage KB on setting up Microsoft 365 Exchange Setup: View Document - Sage Knowledgebase
You can also reach out to the Sage CRM support department for guidance if you run into any issues.
Not necessary for this feature. OAuth is required only for Advanced Email Management (bringing emails directly into Sage CRM)
test
No. This feature only addresses sending emails out of Sage CRM (alert type emails or otherwise).