When using the P11D Organiser with Office 365, there are two ways of configuring the email options:

  • Using the Microsoft SMTP server
  • Using the local client


Office 365 SMTP Configuration

Using the SMTP option for Office 365 is often the best solution for integration, it is simple to set up and test and does not require the user to have a local Outlook client installed (many now use the web based solution for mail).


Configuring the P11D Organiser is achieved via the email settings page (Admin>System Configuration and Settings):

This option will bring up the settings window, and there are two tabs that are of interest - Email and SMTP:


If it is not already selected, pick the 'Internet Mail SMTP' option from the Email System drop down menu, and you can populate the 'Email from', 'Sender Name' and 'Reply to' fields. These are fairly self explanatory, but it is important that the 'Email from' box contains an email address that has direct sending rights, or has been given rights to send in the Office 365 Administrator section (see later).


Next, head to the SMTP tab:


In here you need to set up the communications setting for office 365 SMTP system. The SMTP server should be smtp.office365.com, with a port number of 587 and the SSL box ticked. The user name would be the individual Office 365 user that is running the solution, along with the password used to log into Office 365. The bottom boxes are repeats of the ones from the first screen - it is important to remember that the 'Email from' box MUST be the user detailed above, or a mailbox that the user detailed above has the right to send from.


When complete, you can use the 'Send Test Email' to send an email to a known contact to ensure everything is set up correctly.



Office 365 Outlook Client Configuration

If you have a local Outlook client connected to the Office 365 system, you can use this to send emails from the P11D Organiser if you so choose. This option means that the individual's mailbox will be used to send the mails out, and again, if you want to send from a shared mailbox, you will need to ensure the local user has the rights to send via that mailbox (see later).


Configuring the P11D Organiser is achieved via the email settings page (Admin>System Configuration and Settings):


This option will bring up the settings window, and there are two tabs that are of interest - Email and SMTP:


If the local Outlook client is being used, some of the fields on the Email tab will be pre-filled when you select Outlook, so initially ensure that Internet Mail SMTP is selected from the Email system drop down, and then clear the information from the Email from and Sender name fields - if you want to put in a different Reply to address that's fine.


Once complete, select the Microsoft Outlook option from the Email system drop down. At this point the P11D Organiser will try to logon to the Outlook client that is installed. Depending on your system, you may be prompted to allow access to the application - access needs to be granted. You will see that the Email from and Sender Name boxes are now dimmed, which should indicate that connection was successful.


If you have selected the option for HTML formatting for the email, you MUST ensure that the Use Automation check box is also selected:


Lastly, you have an option to select whether the P11D Organiser uses the default Microsoft Outlook client to compose and send the mail or the inbuilt interface in the system - this is via the check box on the right:


You can now test that everything is configured correctly by selecting the 'Send Test Email' button and sending.


Configuring a shared mailbox access in Office 365

To be able to send emails in Office 365 from a 'shared mailbox' you will need to ensure the user that is sending the email has permissions to send as the shared mailbox.


In the Office 365 Administration centre, you need to select the shared mailbox and edit the entry:


From the mailbox setup area, you need to ensure that user that is trying to send the mail from within the P11D Organiser is listed in group with privileges to send.