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Office 365 with Jim2 Email (Outgoing Email)

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This applies to both Jim2.Cloud and Jim2. on premises.

 

See here for setting up Office 365 email accounts first.

 

Sending Email

The best practice approach is to have a relay connector created that allows Jim2 to send outbound email without authentication via Office 365. The only requirement is that you must have a static IP address for this to be possible.

 

Setup details can be found here: https://technet.microsoft.com/en-us/library/dn554323(v=exchg.150).aspx (copy and paste into a web browser).

 

Once the relay is configured, you will need to set up the SMTP in Email Options within Office 365.

 

Configure a connector to send mail using Office 365 SMTP relay

1.Select the Admin tile.

office365 admin

2.Under Admin centers, select Exchange.

admin centers

3.Select mail flow, then connectors.

mail flow

4.Select + to add a new connector, then follow the wizard:

mail flow scenario

 

new connector

 

new connector setup

 

connector save

 

warning1

Important

Once complete, you should update the default SMTP server to use office 365 via Tools > Options > Other >Email:

 

Default SMTP Server, eg. yourdomain-com-au.mail.protection.outlook.com

 

Port: this should be left blank unless email is being routed by a non-standard port number. Otherwise, it will use Port 25 as the default.

 

In addition, please ensure you update the SPF Record as follows:

 

v=spf1 +ip4:Your Static IP include:spf.protection.outlook.com -all

 

smtp for office 365

 

Enter the default SMTP server, enter Port 25 and select STARTTLS for SSL.

 

If you do not have a static IP address, there is a workaround option where each Jim2 user is set up with an email send record via Tools > Setups > Email > Email Accounts:

 

office365 user setup

 

This is not ideal, as it means if a user changes their Office 365 password, it must also be updated in Jim2 email settings.

 

In addition, each of the users would then be displayed in the From list within Jim2 email, so if you have 10 users, they would all be displayed in the list as per below:

 

showing multiple email addresses

 

Retrieving Email

Retrieving email from an Office 365 mailbox requires the following:

Ensure POP has been enabled on the applicable Office 365 mailbox.

Update the POP connector as follows via Tools > Setups > Email > Email Accounts:

365 email setup in jim

 

Tip

Office 365 allows for free shared mailboxes which are ideal for Jim2 managed email addresses.

 

Further information:

Email

Add Folders and Tags

Attach Documents to Email

Bulk Email from a List

Compose and Send Emails

Create a Default Email Template

Create a Job, PO or Quote from an Email

Create a Link Within an Email

Create an Email Archiving Rule

Create an Email List

Create an Email Template

Delete an Incorrect Email Address

Delete Multiple Emails

Edit Dictionary

Email from CardFile List

Email to Multiple Contacts

 

Email Options

Find Missing Emails in Jim2

Link an Email to a Job, Purchase Order or Quote

Manually Move and Tag Emails

Restore Archived Emails

Send and Receive Emails

Set up and use Gmail in Jim2

Set up and use Random Email Templates

Set up Email Account

Set up Email Tag

Set up Email Folder

Set up Email Rule

Set up Email Security

Set up Incoming Emails

Set up Office 365 Email Accounts

Set up Outgoing Emails

Use Email Templates