Is Sage MyAssistant compatible with Microsoft 365 or Exchange Online?

The sending of MyAssistant notifications is independent of any mailing program. MyAssistant uses SMTP to send information to the mail server you define. By default the port used is 25. You may specify a different port if required in the Outgoing Mail Server field. For example, you might use smtp.gmail.com:587 to specify port 587.

However; currently, MyAssistant cannot access the online Outlook address book in this environment. You will need to copy and paste or type the email address rather than pulling them directly from your address book.

Possible configurations for Microsoft 365 in versions 18 and earlier -

Possible configurations for Microsoft 365 in versions 20 and later -

You can determine the servername and port number by checking your account settings in the Outlook web app, under Settings, Mail, Accounts, POP and IMAP, SMTP settings.

Additional Suggestions:

• Even though Microsoft 365 indicates that it requires TSL encryption with SMTP, most of our customers are able to make this work with the SSL setting.
• In some cases, the settings will only validate if the same account is being used for the Username/Password and the From E-mail Address.
• If you are using an Office365 account that has two-factor authentication in the MyAssistant server configuration, you can only use that account if you set up an app password. See Microsoft's article for more information, Using app passwords with apps that don't support two-step verification (Microsoft.com)
• Microsoft Exchange documentation for using third party applications covers server configuration that may be required to use SMTP connections with your mail server. Please consult your IT, Mail provider, and Microsoft Documentation for support. The following document explains how you can send email and business applications: https://docs.microsoft.com/en-us/Exchange/mail-flow-best-practices/how-to-set-up-a-multifunction-device-or-application-to-send-email-using-microsoft-365-or-office-365