Overview
Due to Microsoft authentication updates with SMTP email, TempWorks has added the ability to setup SMTP email accounts utilizing Microsoft 365 with advanced authentication within Enterprise.
*Note* The ability to setup SMTP email accounts that utilize Microsoft 365 with advanced authentication is also available within Beyond:
*Note* In the event you have an existing traditional SMTP email setup that is using a Microsoft 365 email account, you will need to complete the steps outlined below to ensure email functionality is retained within Enterprise.
How to Setup SMTP Email with Microsoft 365
*Note* The following instructions will follow the setup process for a personal SMTP Microsoft 365 account but will work for both personal and mass mailer SMTP setup.
- For personal, navigate to Enterprise > E Menu > Options > Email
- For mass mailer, navigate to Enterprise > E Menu > Options > Mass Mailer
*Note* Please keep the following in mind regarding Mass Mailer setup:
- Setting up a Mass Mailer with a personal Microsoft 365 account is not recommended due to Microsoft's implementation of sending limits for emails, which could result in emails not being sent as intended.
- Microsoft offers different product solutions that allow for further support of mass mailing while utilizing a Microsoft 365 account. The following options can be further discussed within your IT team to determine what would work best for your business:
Select "Add Account":
Select "Microsoft" from the providers list, enter your Microsoft 365 email address, and select "Save":
A window will automatically open for you to enter your password for the Microsoft 365 email account:
*Note* In the event you have Multi-Factor Authentication (MFA) enabled on your Microsoft 365 account, you will be asked to enter your MFA code to continue with the setup process:
Once your Microsoft 365 account has been verified, you will receive the following confirmation:
*Note* When entering your credentials for your Microsoft 365 account, you may receive a message that indicates additional permissions will need to be granted for the application to be used within your environment:
As a result, your IT Administrator may need to go through the following steps to ensure setup of the Microsoft 365 SMTP email account is complete:
- Admin Consent: An Office 365 global administrator needs to approve the application’s requested permissions so users in your organization can access it.
- Office 365 Global administrators can enable admin consent requests and assign reviewers for these admin requests here.
- Enterprise Application Registration: Once consent is granted, the application appears under "Enterprise Applications" in the Azure AD portal for your tenant, and can then be managed (e.g., assigning users, adjusting permissions, etc.).
- Optional Conditional Access / Security Settings: Depending on your organization's policies, IT may also need to configure access controls, assign users/groups, or allow the application through any existing security filters.
Once consent has been granted, there may be a delay before setup is able to be continued within Enterprise.
Upon closing the confirmation window, you will see that the Microsoft 365 email account has been successfully setup and authenticated:
Upon selecting "Save", you will be prompted to send a test email:
Upon sending of the test email, you will receive the following confirmation prompt:
Verify that the recipient has received the test email:
*Note* Once the new Microsoft 365 email account has been successfully setup, authenticated, and tested; you can safely remove existing traditional SMTP email setup that is using a Microsoft 365 email account:
*Note* In the event the SMTP email account is not used within a 90-day period, you will need to re-authenticate with Microsoft 365 by selecting the “Re-Authenticate” option within the Account Information window.
An SMTP email account is "used" when one of the following are executed within Enterprise:
- Emailing invoices
- Emailing paystubs
- Mass emailing record types
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