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Question

How to setup email in Acumatica

  • October 15, 2024
  • 3 replies
  • 825 views
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. 

3 replies

Manikanta Dhulipudi
Captain II
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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
Acumatica Functional Consultant & Customer Experience Supervisor
Chris Hackett
richardr
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  • Chris Hackett
    Chris Hackett
  • richardr
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richardr
Freshman I
  • richardr
  • Author
  • Freshman I
  • 3 replies
  • October 21, 2024

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. 

Chris Hackett
Community Manager
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  • Chris Hackett
  • Acumatica Community Manager
  • 2780 replies
  • October 21, 2024

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.

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*.
richardr
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