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Outbound email setup in PSA with MS OAuth 2.0
Outbound email setup in PSA with MS OAuth 2.0

How to setup outbound email in PSA with Microsoft OAuth 2.0

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Written by Aiden Morris
Updated over a year ago

This article will help in setting up Outbound Email in PSA with Microsoft OAuth 2.0. SMTP settings may vary, please confirm with the service provider.


Setup on Azure

1) App Registration:

Log in to the Azure portal (https://portal.azure.com) using a global admin account. Refer to the below steps/screenshots to register for the app.

  1. On your Home page, Under Azure services, Click on Azure Active Directory

  2. Under Manage on the left-hand navigation menu, Choose App Registrations > New registration or Applications > App Registration.
    ​

  3. Register an Application, provide a name

    • Supported account types: Option 2, Accounts in any organizational directory (Any Azure AD directory - Multitenant)

    • As we are not performing any Oauth authentication on the PSA interface we don’t need to fill in the redirect URL
      ​

  4. Click Register
    ​

  5. Copy the Application (client) ID and Directory (tenant) ID from the screen and save them on your notepad.


2) Authentication:

  1. Under Manage on the left-hand navigation menu, Choose Authentication
    ​

  2. Select Yes to Enable the following mobile and desktop flows and hit Save.

3) API Permissions:

  1. On the left-hand side under Manage, Navigate to API Permissions

  2. Add the permission

  3. On the Request API permission screen Select Microsoft Graph

  4. In Graph API choose Delegated permissions

  5. Permissions needed here are

    1. SMTP.Send

  6. Click on Grant admin consent for a user and the status for all these permissions will be set to green.



Setup in PSA

Custom SMTP now supports OAuth 2.0 for Exchange Online.

  1. Go to Admin > My company > Outbound email.

  2. Use Custom SMTP Settings: Yes > Enable OAuth 2.0 Authentication: Yes

  3. Fill in the below values from your account
    ​

    • Outgoing Mail Server: smtp.office365.com

    • Port Number: 587 or 25

    • Encryption Type: SSL

    • Application ID: enter the Application ID from Azure

    • Directory ID: enter the Directory ID from Azure

Important!

1. OAuth 2.0 does not support MFA-enabled accounts as Microsoft Graph API does not support either, hence disable the MFA for the user account.

2. Log in to the Microsoft 365 Admin Center and ensure SMTP is enabled for the user account mentioned on the Outbound email.
(https://learn.microsoft.com/en-us/microsoft-365/enterprise/connect-to-microsoft-365-powershell?view=o365-worldwide).

3. SMTP account must be a normal account, it cannot be a shared account.
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