Configuring Email Settings for Office365

How to configure emails settings for Office365

Use the Email Configuration page to configure email settings using Office365 as the email provider. This means your form application can be configured to send emails through your organization's Office365 account.

Before setting up the configuration you must set up API access. For more details, see Setting up API Access for Email through Office365.

Due to the sensitivity and security of these values, it’s highly recommended that your IT department or system administrator completes this setup. They’ll have the access and knowledge needed to retrieve these details safely from your organization's Azure portal.

1. From the Configuration menu, click Email to open the Email Configuration page.
   
2. Select Office365 from the Connection Type drop down list.

3. To connect FormsPro to Office365 for sending emails, you’ll need to enter specific details from your Azure App Registration. These settings help authorize the connection securely and ensure your form application is allowed to send emails on behalf of your organization.

   Complete the following fields:

   Application (Client) ID

   • This is a unique identifier for the app you registered in Microsoft Azure Active Directory (Azure AD).

   • It works like a username for the application, helping Microsoft recognize which app is asking for permission to use Office365 services.

   Directory (Tenant) ID

   • This is a unique identifier for your organization’s Microsoft 365 (Office365) account.

   • This is like a company ID, which tells Microsoft exactly which organization is making the request.

   • Your form application needs this to make sure it's connecting to your organization’s Office365 environment (not someone else’s).

   From User ID

   • This value is taken from the Azure app registration.

   • It identifies the specific email address or user that your form application will use as the “sender” when sending emails through Office365.

   • This email must be authorized in your Azure settings to send mail on behalf of your organization.

   Client Secret

   • This is a secure, password-like value created during the Azure app registration process.

   • It proves that the request is coming from a trusted and authorized application.

   • This value must be kept confidential and should only be accessed or entered by your IT team or system administrator.

4. In the Test Email Address field, enter a valid email address, such as your own address, then click Test to send a test email to ensure your settings are correct.

5. Click Save to save the configuration.