Update

Microsoft Office 365 Outgoing Email Integration

Shared by Becca • October 14, 2022

Originally posted: March 23rd, 2021

Connecting an Outlook or Microsoft-managed email account with Dubsado just got easier! Our new Microsoft Office 365 integration allows you to sign in with Microsoft to connect your email to Dubsado for outgoing emails.

Although not required, if you connected an Outlook or Microsoft-managed email account to Dubsado via SMTP we do recommend re-connecting through the new integration for more stability! Under Settings >> Emails, just click on the trash can icon next to your connected email to disconnect and you'll see the new sign in option.

This integration will work for anyone who logs into their email through the cloud version of Outlook including:

@outlook.com email accounts
custom domain emails set up for Microsoft Office 365 (offered through GoDaddy)

Just head to your Settings >> Emails and click Sign in with Microsoft. Once you sign in, your Dubsado brand will be set up to send outgoing emails using your connected email address.

If you'd like to see incoming email replies from clients in Dubsado, there are just a few more steps.

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Copy the Brand Email address shown.
Outside of Dubsado, log in to Outlook at https://outlook.live.com/.
At the top of the page, go to Settings (the gear icon) >> View all Outlook settings.
Go to Mail >> Forwarding.
Select Start Forwarding.
Paste the brand email address into the forwarding address field.
Check the box for Keep a copy of all forwarded messages.
Save.

Thats it! Your Dubsado brand should now be set up to send and receive client emails with your Microsoft-managed email account.

If you'd like to learn more about how emails work in Dubsado, or more about connecting your Microsoft email, check out the articles below:

👋 Here's a tip... if you already have your email connected to Dubsado, there's no need to take action. If you are experiencing connection troubles with an Outlook or Microsoft-managed email account, you can disconnect and re-connect using the new integration!