Microsoft Incoming Emails

Originally posted: December 1st, 2021

Earlier this year, we launched our Microsoft email integration and made it easier for you to connect your Microsoft email to send outgoing messages.

Today, we're happy to share that our Microsoft email integration now makes it easy to receive incoming emails from clients, too! No need to bother with email forwarding settings.

This update also improves the reliability of receiving client emails in Dubsado if you have a Microsoft email connected. We strongly recommend following the steps below to update your connection if you previously connected a Microsoft email!

To update to the latest version of the Microsoft email integration:

1. Go to Settings >> Emails.
2. Click the trash icon next to your email address to disconnect your email.
3. Click Sign in with Microsoft.
4. Sign in to your Microsoft account and follow the prompts on screen.
5. Back in Dubsado, under Import client emails, turn the toggle On if you'd like to see emails from your clients appear in Dubsado.
6. In your Microsoft account, turn off email forwarding under Settings >> Mail >> Forwarding (if you previously set up email forwarding to Dubsado).

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:

Learn Dubsado email integration basics
Connect your email with Microsoft

👋 Here's a tip... if you don't use a Microsoft email account with Dubsado, there's no need to make any changes.

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