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'

 

 

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. 

 

 

Step 5:

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

 

 

Step 6:

Sign into your email account

 

 

Step 7:

Click ‘Accept' to authorise the email integration

 

 

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

 

 

 

 

Error Messages

 

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

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