Sage MyAssistant compatibility with Microsoft 365 or Exchange Online
Description
Cause
Resolution

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 can specify a different port if required in the Outgoing Mail Server field. For example, use smtp.gmail.com:587 to specify port 587.

Currently, MyAssistant can’t access the online Outlook address book in this environment. Copy and paste or type the email address rather than pulling them directly from your address book.

Possible configurations for Microsoft 365 in versions 20 and later

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

Possible configurations for Microsoft 365 in versions 18 and earlier

More suggestions

TSL encryption

Even though Microsoft 365 indicates that it requires TSL encryption with SMTP, most of our customers can make this work with the SSL setting.

E-mail account

Sometimes, the settings will only validate if you use the same account for the Username/Password and the From E-mail Address.

2-factor authentication

If you’re using an Office365 account that has 2-factor authentication for MyAssistant, you can only use that account if you use an app password.

SMTP server settings

Microsoft Exchange documentation for using third-party applications covers the server configuration required to use SMTP connections with your mail server. Consult your IT, Mail provider, and Microsoft Documentation for support.

Steps to duplicate
Related Solutions

Error: "Unable to log on to the specified email account." in MyAssistant