Skip to main content
Solved

How to setup email in Acumatica

  • Oct 15, 2024 7:17 PM UTC
  • 5 replies
  • 3240 views
  • Translate All
richardr
Freshman I

Hi there,

I am new to Acumatica. We are currently running a system email account in Acumatica. We want to move to having individual email accounts set up in Acumatica. At the moment, a test user account and email were created in Acumatica and Office 365. In system email accounts, I made an email account ID and name, POP3 Incoming mail server outlook.office365.com, outgoing smtp.office365.com, incoming server port 995 outgoing 587, TLS for encryption. Timeout 2 Mins; however, when testing, it fails. All ports are open on the Office 365 side. I want to seek guidance on how to get this test account operational in Acumatica. Thank you in advance for any help and advice. 

Best answer by darylbowman

Those links are old...

https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=7ea4c814-8b24-4a77-9ae0-9596012fbfab

View original

5 replies

Manikanta Dhulipudi
Captain II
Forum|alt.badge.img+16

Hi @richardr 

Please find the article about the process.

https://community.acumatica.com/installation-and-configuration-14/how-to-set-up-exchange-online-office-365-and-azure-online-accounts-using-modern-authentication-oauth-2-0-4638
https://community.acumatica.com/installation-and-configuration-14/how-to-set-up-exchange-online-office-365-and-azure-online-accounts-using-modern-authentication-oauth-2-0-4638
Translate
Acumatica Functional Consultant & Customer Experience Supervisor
    richardr
    Freshman I
    • richardr
    • Author
    • Freshman I
    • Oct 21, 2024 1:34 PM UTC

    Thank you for the response, Manikanta. However, I can't access your response. I need to speak to a business account admin to get access. Can you or someone you know help me obtain the access I need? 

    I received the following message: "You might not be allowed to view this area. Access to the Knowledge Base, Product Downloads, and Ideas is controlled by your assigned role in Acumatica CRM. If you require access, please work with your business account administrator to assign you the proper role."

    Regards,

    Richard Rodriguez. 

    Translate
    Chris Hackett
    Community Manager
    Forum|alt.badge.img
    • Chris Hackett
    • Acumatica Community Manager
    • Oct 21, 2024 8:40 PM UTC

    Hi @richardr - That means your user account in Acumatica CRM is not connected to your business account. Your support of record (likely partner) would normally set that up for you. I was able to connect it in this case. 

    For others, please note to work with your support if you have this issue.

    Translate
    Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
      Freshman II
      Forum|alt.badge.img+1
      • ggnabasik47
      • Freshman II
      • Apr 18, 2025 6:04 PM UTC

      Those links are old.  Microsoft has changed much of the Azure UI since those instructions were created.

      Translate
      darylbowman
      Captain II
      Forum|alt.badge.img+17

      Those links are old...

      https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=7ea4c814-8b24-4a77-9ae0-9596012fbfab

      Translate
      Daryl 🧩 I build Acumatica add-ons 🔗deftstrokesdev.com/products?ref=forum_sig
        Terms & ConditionsAccessibility statement
        About Acumatica ERP system
        Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
        © 2008 — 2024  Acumatica, Inc. All rights reserved