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Outlook Integration. Email

Note

Before proceeding to this article it's recommended to set up the integration.

OAuth IMAP and SMTP authentication is available in the Outlook Integration extension. It provides a secure authentication for Office 365 and Outlook.com accounts. With this extension, you won’t need to store your Outlook password in EspoCRM.

In this article, both Office 365 and Outlook.com will be referred to as Outlook.

Setting-up email account

Assuming that the administrator has already set up the Outlook integration.

Create a Personal or Group Email Account. The the you create, specify IMAP and SMTP parameters for Outlook. IMAP host: outlook.office365.com or imap-mail.outlook.com; SMTP host: smtp.office365.com. Leave the Password fields empty for both IMAP and SMTP. Then, save the record.

After that, the Outlook panel should appear on the right. You need to click Connect button. A popup will show up asking for a user consent.

Note

You need to be logged in to Outlook as a user to which an email address of the current email account record belongs. For example, if you configure an email account for example@outlook.com, you need to log in to Outlook as a user who has example@outlook.com email address.

After that, you can test IMAP connection and sent a test email to make sure everything works fine.

Note

If during IMAP testing TLS doesn't work, try the SSL option.

Recommendations

Recommendations for setting up an email account if you encounter errors when connecting to SMTP:

  1. Ensure you are not signed into office.com.
  2. Clear cookies and other site data.
  3. Go to email account and connect to Outlook.
  4. Click Test Connection button, check if successful.
  5. Click Send Test Email button, check if successful.