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  • 1.  Paperless Emailing via Outlook 365

    Posted 03-04-2020 17:29
    Client using O365 and v2019 advanced.  Email configuration in company set up uses a valid email address to validate against.  Test email works splendidly.

    Sending sending a PO using the same email used in company set up results in a successful transmission.  However, if address is changed to person actually sending the email, the transmission fails.  I tried to explain that IT needs to find a setting in O365 that allows for relaying of emails, but IT is struggling with my accent (or just as proficient in O365 as I am which is like the blind leading the blind).  Can someone post a O365 technical explanation of what IT needs to do?  The light of day will be much appreciated.

    TIA



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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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  • 2.  RE: Paperless Emailing via Outlook 365

    Posted 03-04-2020 17:30
    I second that.  I always struggle with trying to tell them what it needs to do.

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    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
    Beth Bowers
    269-445-1625
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  • 3.  RE: Paperless Emailing via Outlook 365

    Posted 03-04-2020 20:03
    When this is properly setup, no email address is needed in Company Maintenance. Just the URL to the company's Office 365, 

    Below is a great resource for setting up transport rules for Office 365. Option 2 is what has worked for me. Best results require a public IP address so an SPF email relay policy can be added to the company's DNS.

    https://docs.microsoft.com/en-us/Exchange/mail-flow-best-practices/how-to-set-up-a-multifunction-device-or-application-to-send-email-using-office-3?redirectSourcePath=%252fen-ie%252farticle%252fhow-to-set-up-a-multifunction-device-or-application-to-send-email-using-office-365-69f58e99-c550-4274-ad18-c805d654b4c4


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    Myron Stevenson
    Consultant
    Clearis Consulting, Inc
    Duluth, MN
    218-525-6720
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  • 4.  RE: Paperless Emailing via Outlook 365

    Posted 03-09-2020 17:51
    Well that didn't work.  Not sure if this is a reflection of the IT folk's O365 chops or just O365 in general.  So I "lent" them my Comcast login for the time being.  Life is too short to be fighting MSFT.  But now, when sending through Comcast (it works), any emails using username@gmail.com is not being delivered.  When I send a test directly from my account, it is delivered, but not when I use the account as a relay?

    Anyone seen this?


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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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  • 5.  RE: Paperless Emailing via Outlook 365

    Posted 05-10-2020 18:58
      |   view attached
    I'm going to piggyback on this question.  It doesn't appear we still have good information on how to set up O365 to authenticate as 1 person in company maintenance and send as another in Form Maintenance.  So this is what I have done, trying to follow Sage KB and Microsoft Articles (attached).  Unfortunately, it's not working.  I'm wondering if I have the O365 settings backwards.  Full email addresses were used and SMTP is: Oulook.Office365.com, port 587, TLS/StartTLS
    Link that Sage KB references.  I followed 'on behalf'  https://docs.microsoft.com/en-us/microsoft-365/admin/add-users/give-mailbox-permissions-to-another-user?redirectSourcePath=%252fen-us%252farticle%252fgive-mailbox-permissions-to-another-user-in-office-365-admin-help-1dbcf12f-a9de-4d1d-b0b3-a227f8a736d8&view=o365-worldwide

    In company maintenance, the authenticator is:  LaurieR@....
    In Form Maintenance, DD Stubs, the From is LaurieR   - these forms work successfully
    In Form Maintenance, SO Invoices, the From is PamelaG – these forms do not send successfully (although they do if I make the From LaurieR)

    In O365 Admin Center, I and client went to Users/Active Users/LaurieR, went to Mail Tab, selected 'Send on behalf of', then selected to Add Permissions and selected PamelaG and saved.
    It's been an hour and half and the test email from company maintenance, using PamelaG is still failing (it says it can take an hour to propagate). 

    Any ideas on what might be wrong?
    Was I supposed to do it the opposite way?
    Or use 'Send As' instead?

    Thanks
    N



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    Nancy Hanson
    Blytheco LLC
    Eagan MN
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  • 6.  RE: Paperless Emailing via Outlook 365

    Posted 05-11-2020 07:47
    Since Sage is using Laurie's account, I think you wanted to go the other way, meaning go to Pamela G's mailbox settings and give LaurieR rights to 'Send on behalf of'.

    If you use 'Send As', I believe it would show Laurie's email as the From, so I think behalf is the way to go.

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    Steve Iwanowski, NextStep Technology Advisors, aka DSD Lancaster PA ¯\_(ツ)_/¯
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  • 7.  RE: Paperless Emailing via Outlook 365

    Posted 05-11-2020 13:30
    SUCCESS!!!!
    Finally a definitive answer for O365 settings.  Thank you so much @Steve Iwanowski.  That was the ticket!
    N​

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    Nancy Hanson
    Blytheco LLC
    Eagan MN
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  • 8.  RE: Paperless Emailing via Outlook 365

    Posted 05-11-2020 22:05

    @Steve Iwanowski
    I tried an actual invoice (vs Email Test) and the From was:  LaurieR on behalf of PamelaG.
    Any way to get it to just be From: PamelaG?
    Thanks

    N​



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    Nancy Hanson
    Blytheco LLC
    Eagan MN
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  • 9.  RE: Paperless Emailing via Outlook 365

    Posted 05-12-2020 08:08
    In that case, you could give LaurieR FULL permissions to PamelaG's mailbox, but that would mean LaurieR would have total access to everything in PamelaG's mailbox. 

    Our SOP is to create a mailbox called ROBOT to use inside Sage and give that full permissions to whichever mailbox we need to send from.

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    Steve Iwanowski, NextStep Technology Advisors, aka DSD Lancaster PA ¯\_(ツ)_/¯
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