Microsoft Office 365 Driver Settings

Configure Microsoft Office 365 driver protocol settings for your email server.

Overview

Microsoft Office 365 is one of the most widely use email services in the world. Configure an email server to authenticate with Office 365 Simple Mail Transfer Protocol (SMTP) from which to send emails.

See the following example containing a Office 365 mailer driver.

Configure Office 365 Mailer Driver Settings

Package Required

The Send Email package must be installed.

Permissions Required

Your user account or group membership must have the "Settings: Update Settings" permission to edit email server settings unless your user account has the Make this user a Super Admin setting selected.

See the Settings permissions or ask your Administrator for assistance.

Refer to the following sections in this order to configure an email server for Office 365 SMTP authentication:

Enable Office 365 SMTP OAuth in Email Server Settings

Follow these steps to enable SMTP authentication for the Office 365 email server settings:

  1. Create a new email server configuration. Email server settings display. The settings for the new email server display.

  2. Select the tls option if it is not currently selected. Click Save if you changed this setting.

  3. Enter 587, and then click Save.

  4. Enter smtp.office365.com, and then click Save.

  5. From the Office 365 Redirect URI setting, copy the redirect URI for creating the Office 365 SMTP OAuth integration. This redirect URI is automatically configured for this email server after selecting the SMTP Authentication Method setting. Microsoft calls back to this URL after Microsoft authenticates a valid Azure Active Directory (Azure AD) application in ProcessMaker.

Enable SMTP Authentication for an email address in Microsoft 365 Admin Center

SMTP authentication must be enabled in Microsoft 365 Admin Center so the Microsoft email address configured in the email server can send emails. Otherwise, Microsoft 365 will block requests to the SMTP server.

Follow these steps to enable SMTP authentication in Microsoft 365 Admin Center:

  1. The list of active users in your Microsoft 365 account displays.

  2. Select the Mail tab for within that user's information.

  3. Select the Authenticated SMTP option if it is not already selected. Click the Save changes button if you enabled this option.

Create an Azure Active Directory Application

Follow these steps to create a Microsoft Azure Active Directory (Azure AD) application:

  1. Log on the Microsoft Azure Portal with the Microsoft email address configured on Microsoft Office 365 Admin Center.

  2. The App registrations page displays.

  3. In the Name setting, enter a name for this application. This is a required setting.

  4. From the Supported account types setting, select which account type this application will support for your organization. If unsure, keep the default Accounts in this organizational directory only (FormShare only - Single tenant) option.

  5. From the Redirect URI (optional) setting, do the following:

    1. To the right of the Select a platform setting, enter the Office 365 redirect URI copied from your ProcessMaker instance.

  6. From the Essentials section, click the Copy to Clipboard icon to copy beside the Application (Client) ID, and then save it for later configuration in the Office 365 email server.

  7. From the Essentials section, click the Copy to Clipboard icon to copy beside the Directory (Tenant) ID, and then save it for later configuration in the Office 365 email server.

  8. The Certificates & secrets page for this Azure AD application displays.

  9. In the Description setting, enter a description for how this client secret will be used.

  10. From the Expires setting, select at which date this client secret expires. After this date, a new client secret should be generated and updated in the PM4 instance 30 days before it is set to expire.

  11. Click Add. A new client secret generates.

Authorize the Azure Active Directory Application on the Email Server

Follow these steps to authorize the Office 365 account for the Office 365 SMTP OAuth integration:

  1. In the ProcessMaker settings, access the email server configured for the Office 365 SMTP OAuth integration.

  2. Enter the Office 365 tenant ID copied from the Azure AD application.

  3. Enter the Office 365 client ID copied from the Azure AD application.

  4. Enter the Office 365 client secret copied from the Azure AD application.

  5. Select the email address configured to send emails from the email server.

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