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Connect Email Address - Office365 Email Setup

Connect Email Address - Office365 Email Setup

Owned by Emily Broom
Last updated: Sept 29, 2023
3 min read

Introduction

This article covers how to connect your email addresses to your CRM, allowing you to send outgoing emails from your CRM.

The most common email service provider is Office365, which is covered in this article. If you email service provider is Gmail - Click Here

Note

The screenshots displayed in this article have been taken from our test environment and may appear a little different to your system. However the steps will remain the same.

Adding your Microsoft Office Email settings to your user profile

TIP

You need to have a permission turned on for your user group that enables you to edit users in the system

  • Home / System Setting / User Permission Groups & Set Permission

'Edit' option against your user group, then enable the setting:

“Can Maintain OWN email server details”.

 

Entering Your Details Into eKeeper

Once you have these details you can begin filling them into your user profile in your CRM.

Step 1:

Head to System settings from the home page

 

 

Step 2:

Look for the 'Manage your users' Section in the top right, and click 'Users'

Step 3:

Against the user you wish to change click 'edit'

Click to Expand

 

 

Step 4:

Once your user profile opens, scroll down until you see the following section:

 

TIP

If you are unable to see this section ask your Super User to enable the permission:

‘Can Maintain OWN email server details’ for your user group. 

I can’t see Office365 under ‘Provider’ ?

Email your company name and site URL to broker.support@finova.tech to ask this option be enabled for your site.

 

 

Step 5:

Change the ‘Outbound Email Settings’ to Office365 and click connect

 

 

Step 6:

Sign into your email account

Please ensure you sign into the correct email account as there is currently no way to disconnect your email account from your CRM user. If you are currently logged into a Microsoft account on your browser, you will automatically skip this step.

 

 

Step 7:

Click ‘Accept' to authorise the email integration

 

 

To change the account you have connected, press ‘Revoke’

 

 

 

TIP

The Office 365 Integration usually automatically connects to the email address signed in on your Outlook application.

If you want to sign into a different email address, one of the ways you can do this is by opening the CRM in an ‘Incognito Window’ on your Google Chrome Browser.

 

Error Messages

 

When using the email integration with the Office 365 API the attachment size must be under 3 MB .

Client error: `POST https://graph.microsoft.com/v1.0/me/sendMail` resulted in a `413 Request Entity Too Large` response

The maximum files size is planned to be increased in future.

 

 

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