How to set up your email integration with Microsoft 365
24 steps
Smartglazier
Microsoft 365 Account Configuration
1
Follow the instructions in the linked guide below to configure your Microsoft 365 account settings for the email integration. [Microsoft 365 Email Integration: Required Setting Changes](https://www.canva.com/design/DAF3YAaHgtA/HWFLvHsFvfjWe5OvOH3i3A/view?utm_content=DAF3YAaHgtA&utm_campaign=designshare&utm_medium=link&utm_source=editor#1) If you don't have access to the Azure Portal and/or the Microsoft 365 Admin Centre, give these instructions to whoever manages your IT and ask them to complete these steps before proceeding.
Smart Glazier Settings
Tip! If you don't have access to edit all of the settings below, you will need someone from your team with ''Admin'' rights to complete these steps for you. To complete the integration, you also need to know if your Microsoft 365 account is set up to use Multi-Factor Authentication (MFA).
2
Click the menu icon, then select **"Settings"**
3
Click the **"Search"** field. Type **"email smtp".**
4
Click **"Email SMTP Host"**
5
Type *smtp.office365.com* into the **"Site Value"** field. Click **"Save".**
6
Click **"Email SMTP Port''**
7
Type *587* into the **"Site Value"** field. Click **"Save"**
Use a shared email address for all users
Tip! Follow the steps below to set up email integration using one *shared* email address, for all your users. To set up *separate* email integrations for each user, allowing them to email from *individual* email addresses, [skip to Step #14](https://scribehow.com/shared/How_to_set_up_your_email_integration_with_Microsoft_365__KyLAf94QTp2U20w86q38vw#db7b9cc0)
8
Click on **''Email SMTP Username''**
9
Enter the shared email address into the **"Site Value"** field Click **"Save''**
10
Click **''Email SMTP Password''**
11
If you have multi-factor authentication turned on: - [Create an app password](https://support.microsoft.com/en-us/account-billing/manage-app-passwords-for-two-step-verification-d6dc8c6d-4bf7-4851-ad95-6d07799387e9) for the shared email address, copy the app password to your clipboard - Paste the app password into the **''Site Value''** field - Click **"Save''** If you do *NOT* have multi-factor authentication turned on: - Enter your password for the shared email address into the **''Site Value''** field - Click **"Save''**
12
Click the menu icon, then select **"Users"**
13
For each user listed in the table, enter the shared email address into the **''Email''** field.
Use individual email addresses for each user
Tip! If you completed the above steps to set up a shared email address integration, [skip ahead to the last section](https://scribehow.com/shared/How_to_set_up_your_email_integration_with_Microsoft_365__KyLAf94QTp2U20w86q38vw#d1b762bd)
14
Click on **"Email SMTP Username''** Enter your email address into the **''User Value''** field.
15
If you need to set up email integration for other users, you'll see their names listed in the table **''Values for Other Users''** Enter each user's email address into the **''Value''** column. Alternatively, ask each user to log on and complete the previous step (#14) themselves.
16
Click on **''Email SMTP Password''**
17
If you have multi-factor authentication turned on: - [Create an app password](https://support.microsoft.com/en-us/account-billing/manage-app-passwords-for-two-step-verification-d6dc8c6d-4bf7-4851-ad95-6d07799387e9) for your email address, copy the app password to your clipboard - Paste the app password into the **''User Value''** field - Click **"Save''** If you do *NOT* have multi-factor authentication turned on: - Enter your password for your email address into the **''User Value''** field - Click **"Save''**
18
If you need to set up email integration for other users, you'll see their names listed in the table **''Values for Other Users''** Enter each user's password *or* app password into the **''Value''** column. Alternatively, you can ask each user to log in and complete the previous step (#17) themselves.
19
Click the menu icon, then select **"Users"**
20
For each user listed in the table, enter their individual email address into the **''Email''** field.
Send a test email
21
Click the menu icon then select **''Project List''**
22
Click on a project in the list.
23
Click **''Email''** then select any of the document options
24
Enter a test email address in the **''To''** field, then click **''Send''**
