How to set up my Office 365 email account with SuperOffice Inbox?

To set up your Office 365 account with SuperOffice Inbox follow the steps below:

Step 1. Check that all prerequisites are met

Step 2. Set up SuperOffice as a preferred email client

Step 3. Enter your Office 365 server and email account information to connect it with  SuperOffice Inbox

 

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Step 1. Check that all prerequisites are met

1. SuperOffice Inbox supports only IMAP and SMTP protocols, therefore, make sure IMAP is enabled for your email account. Please check this article for more information.
    
2. If you use 2 step authentication read FAQ: How to generate an Office 365 App password to use 2-Step Verification with SuperOffice Inbox?

 

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Step 2. ​Set up SuperOffice as a preferred email client

When you log into SuperOffice CRM for the first time, the Web Tools installation dialog appears. There you can select which email client should be the default one.

If you haven't selected that SuperOffice should be the default email client before, please follow these steps:

1. Click on  and from the drop-down menu select Local settings.
   
   
    
2. Make sure that SuperOffice CRM is selected in the E-mail client (1) field and then click OK (2).
   
   
    

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Step 3. ​Enter your Office 365 server and email account information to connect it with SuperOffice Inbox

Click on the Inbox button in the navigator. In the login form enter the e-mail address you want to configure with SuperOffice Inbox and the password to access this e-mail account.

If SuperOffice recognizes the e-mail provider, the server settings will be set up automatically and the inbox will load. If not, the more settings screen will be displayed and you must fill in the required fields.

To make sure your emails are imported to SuperOffice Inbox please fill in:

• E-mail server: outlook.office365.com:993​
• User name: your full e-mail address
• Password: your Office 365 account password
• ​SSL: On
  
  

To make sure you can send out emails from SuperOffice Inbox please fill in:

• Outgoing server name: smtp.office365.com:587
• User name: your full e-mail address
• Password: your Office 365 account password
• SSL: On

Then click on Login. 

 

Note! SuperOffice automatically imports to the database all e-mails, which were created in the last 60 days. This can be changed in the web.config <Component> section <add key="NumberOfDaysToDownload"> line. If you work with SuperOffice Online, please contact SuperOffice support.

If you want to change your e-mail account, please follow the steps below:

1. Click on  and then choose E-mail options.
   
   
    
2. Select the E-mail account (1) tab, press the Edit/remove (2) button, and then OK (3) to finish.
   
   

 

Please follow this FAQ, if you use SuperOffice Onsite 8 or any later version.