How to use an Office365 E-mail Account with RecPro

RecPro has the ability to sync with your Office365 account to relay e-mail through their SMTP servers.  The following guide will assist you with this configuration.

Email Relay using an Office365 Connector (Required beginning 1/01/2023)

This configuration will need to be done by your Office365 Administrator.  This method will be required after Microsoft sunsets SMTP basic authentication on 1/01/2023.

1.  Create an Office365 connector through your Exchange admin center.  (https://admin.exchange.microsoft.com/)

Go to 'Mail Flow' -> 'Connectors' and choose 'Add a connector'

2.  Choose 'Your organization's email server'.

3. Enter your connector name.

4.  Enter all possible source IP addresses that email requests would originate from (Public IP used by staff computers and source IP of RecPro website).  If hosting is done by a third party RecPro Support can get these for you.  It is imperative that you add the source IP addresses for all staff PC's along with both the database and web servers.  Its possible all locations will share the same public IP address, however, some setups will also have to account for third party hosting.

5.  Press 'Create Connector'

6.  Once your connector is created allow for 15-30 minutes until it becomes live.  Any IP address added afterwards will also take time to filter in.

7.  Obtain your Office365 domain MX record which can be found under 'Domains' in your Office365 admin center (admin.microsoft.com).  You can also look up your MX record by entering your emails domain into a site such as https://dnschecker.org/mx-lookup.php.

8.  Click on the domain you want to relay through and notate its MX record.  This will be used in RecPro's SMTP setup.

9.  User Accounts.  In order to determine which usernames are compatible with email relay go to your Microsoft 365 admin center and choose 'Active Users'.  Any usernames found here will work for the email relay about to be configured.

10.  Configure RecPro with the new connector.  

Go to the SMTP setup in RecPro (You may have to enter SMTP credentials in multiple areas)

Server Account: https://recpro.helpsite.com/articles/92935-how-to-configure-the-server-smtp-account

User Account(s): https://recpro.helpsite.com/articles/92933-how-to-configure-individual-user-smtp-accounts  (Each user may have their own SMTP setup that will have to be configured)

Website: https://recpro.helpsite.com/articles/92800-how-to-configure-the-web-module-smtp-account

Under the SMTP setup enter the following:

1.  Enter your MX record name for the Mail Server.

2.  Port will always be entered as 25.  You should also enable SSL encryption.

3.  Username will be any username found under your 'Active Users' seen in step 9.

4. Display name can be any description desired.  This will be seen by the email recipient.

*Leave the Password field blank as its not required for this type of relay.  Also make sure 'SMTP Settings' is marked under 'Email Method'.