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Email setup for Microsoft accounts (including 365, Hotmail, Outlook, Live)

Daniel
  • Updated

You need to setup email configuration so that EQ can send emails (quotes, orders, purchase orders and all customer communication).

These instructions show you how to setup email in EQ to work with Microsoft email accounts which are accounts with Microsoft 365 and addresses ending in @hotmail, @outlook and @live.

From 16th September 2024 Microsoft has disabled the old authentication method so sending email using SMTP will now only work using OAuth 2.0 which is covered by these instructions.

To follow these instructions you require EQ version 17.8.9067 or EQ Flex version 18.0.9067 which has support for the modern authentication standard OAuth 2.0.

 

For more general email instructions see the article Email Configuration.

 

First time setup for sending via Microsoft

Before you can follow the steps to setup and use Microsoft email through EQ you need to follow these steps on each PC that EQ will be used to send email:

  1. Start with EQ closed. Right-click your EQ icon and select Run as Administrator:

    EQ_RunasAdmin.png

    Windows may prompt you to continue by providing your Windows administrator password. This is not your EQ password and may need to be provided by your IT support.

  2. In EQ click System Config (main toolbar) > System > Email 

    EQ_SystemConfig.png

  3. Click the button at the top right Register oAuth:
    EQ_OAuth_register.png

  4. Select Yes on the confirmation screen.

  5. You will see a confirmation of success message once it is registered.

    You need to repeat these steps on every PC that EQ will be sending email via Microsoft.

 

Setup EQ with 1 email account for all users (Global)

From EQ version 17.8.9067 and EQ Flex version 18.0.9067 there is a Sign in with Microsoft option which must be used.

  1. Click: System Config (main toolbar) > System > Email 

    EQ_SystemConfig.png

  2. Tick the Via Microsoft (oAuth 2.0) option

  3. Enter your Microsoft address in the email address box.
    You do not need any other server information:
    EQ_EmailSettings_MS.png

  4. Click Update to save and close the settings, and then close and re-open EQ.

  5. Return to System Config > Email settings and click Send Test Email.
  6. The first time of using your Microsoft account you will be prompted to follow the steps to sign in to Microsoft and approve EQ for email sending. During the test your web browser will open and ask you to sign in with your Microsoft account. Ensure you sign in with the Microsoft account you want to authorise for email sending.

  7. Once you have signed in, your will see a success message in your web browser.
    Close your browser and return back to EQ to close the System Config screen.

EQ is now authorised with your account and you can continue to use EQ to send email.

Setup EQ with each user's email address (Per user)

In addition of setting 1 email address for all of your EQ emails (in the above section), you can also set an email address for each user. Emails sent by the users will then use their own email address as the “From” address (meaning replies will go back to them).

  1. Click the arrow by System Config  > select Users

    EQ_Users_menu.png
  2. Click the name of a user you want to setup, so that it becomes highlighted

  3. Click the Additional Info button on the right-hand side
  4. Click the Email/Text tab at the top
  5. Tick the box Use These User Settings.
    This overrides any email settings you have in System Config.

    EQ_Emailsettings_User.png
  6. Enter your Microsoft email address in the Email Address box

  7. Tick the box Via Microsoft (oAuth 2.0)
    No other settings are required here.
  8. Click mceclip10.png Update to save and close the window.
  9. Close EQ completely and re-open it so that your changes take effect.

 

 

Further reading:

Send an email

Email Configuration

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