Hi Jang430
This has been a bit of a journey but I will give you the short version, which in itself is quite long.
We have O365 working to send email either individually within the app to specific contacts or via Campaigns. Both work fine.
To get this working was a bit of messing around because MS uses Modern Authentication, which blocks SMTP and IMAP by default. I worked around this by using an app password for the mailbox.
Firstly, we disabled Modern Authentication in the MS Admin (click the Admin option, show all options on the drop down on the left and then click settings and Org settings.) Modern authentication is one of the listed elements in the main panel. When this is disabled, you can follow the guidelines to enable IMAP, SMTP Auth and so on, which are check boxes. These can be found in Admin, all users and then select an active user, and select Mail and then manage Email Apps. Check IMAP and SMTP Auth - I did all of them and saved the changes.
I then turned Modern authentication back on, as we wouldn’t allow the organisation to run just using Basic Authentication everywhere.
Then create an app password for SuiteCRM in Admin by selecting your account (Top right, with your picture or initial in a circle), and going into Security Info. This will allow you to set up an access method and be sure to copy and store the password somewhere before you click Done
Next is back to SuiteCRM, Admin and Outgoing Mail - use the smtp.office365.com SMTP server, port 587, TLS with your O365 email address and the copied app password from Microsoft. Then test and fingers crossed, you should get a test email sent to the test address you input. Then save.
We did the same for the email settings for the system outgoing mailbox and it also worked. With these both saved, outgoing email works fine.
We have tried setting up the incoming mailbox via the IMAP option and OAuth option and cant get either to work. I have tried everything that I know without success, so, in the production environment, I have been very unscientific and removed (hidden) the email facility for incoming email and all users must use Outlook for inbox services, which is actually fine for us. Selected users can create and action campaigns and all users can send individual emails.
For sending mail, we have created a default email template, which is formatted but with indicated areas for typing etc… so all emails should look right and the user just needs to overtype the subject and the placeholders where text should go. It does the Hi ‘Contact First name’ etc… and includes a standard footer with generic contact details and company statement and details. Each user can add their own mobile etc… if they want. It also includes a standard opt-out facility to meet GDPR compliance etc…
I hope this helps. PGR advice to upgrade is something we will try and see if we can overcome the OAuth/IMAP issue for incoming mailboxes but this is not major for us.