If you are trying to integrate an Office365 email account via SMTP/IMAP and having issues, we now have a tool which uses Modern Authentication to integrate your emails, as Microsoft are planning to phase out IMAP authentication.
TABLE OF CONTENTS
- Switching on the integration
- Allowing access to Office365 account in Senta
- Microsoft "Need admin approval" error
Switching on the integration
The Office365 email integration option is now available under Settings > General Settings and to enable this, switch the "Send & Receive via Office365" toggle to "On", and the SMTP/IMAP toggle to "Off"
Once this has been switched on, each practice user may need to log out of Senta and back in for the changes to take effect, then they can set up the new Office365 authentication following the instructions below.
Allowing access to Office365 account in Senta
To allow Senta to access your email account to send and receive emails in Senta, you need to authorise this via Your account > Your Profile > Emails and clicking Authorise
This should redirect you to a Microsoft login page, if you are already logged into your Microsoft Account on your browser you may not see this as it may skip to the next step. Enter your email address and click Next
Then enter your password, or authenticate by any other method, and click Next again
Then you should be asked to give Senta permissions to access your account
Click Yes, and this should redirect you back to your Senta profile settings, and you should now see two options, Reauthorise and Disallow
Your email should now be configured correctly, and you can send a test email to a client on your workspace to confirm.
Microsoft "Need admin approval" error
You may see an error appear from Microsoft advising that Senta needs admin approval. If you have an admin account you can click on the link Have an admin account? Sign in with that account. If not, you may need to discuss this with your Office365 account administrator to be able to grant access to Senta.
Some more information on this can be found on the Microsoft guide Grant tenant-wide admin consent to an application