Are you having trouble sending emails with the Emailing application knowing that your email provider is Office 365? This article will help you resolve the most common issues.
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Test 1: Can I send an email to myself?
This step is very important because it allows you to see if the synchronization of the Emailing application is working for a "simple" send.
To test this, here are the steps to follow:
Open any card you have access to (Candidate, Resources, "My card", Contact) and enter your email in the "Email" field of this card
Save
Click the envelope icon to send an email to this person
Fill in a subject and content to avoid them being empty
Click the send button
Open your mailbox and check the sent and received folders
I received the email
All good, you can move on to the next step "Test 2: Can I send an invoice?" if you also need to perform this task.
I did not receive the email
If you do not see the email, here is the procedure to follow:
Click your first name at the top right then on "My Account"
On the new page that appears, scroll down to the "Trusted third parties" section
Delete the synchronization with your Office 365 address
Return to your space using the button in the sidebar
Go to the Emailing application
Click the "Synchronization" button on the right
Follow the steps to authorize synchronization
Once this is done, you can redo test 1 and see if the issue is resolved.
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Test 2: Can I send an invoice?
It is imperative to have validated test 1 before performing this test.
For this test, we invite you to choose an invoice and edit the associated billing details to add your email address and see if you properly receive the emails.
Next, here are the steps to follow:
Open the relevant invoice
Click the "Send invoice" button
Click the link "1 invoice to send"
Check the email address that will be used for sending
Click on the recipient addresses and uncheck your client(s)
Verify that your address is the only one present among the recipients
Validate the send by clicking the green button at the top right
I received the email
All good, everything is working and you can send your invoices. If you have several Agencies, feel free to check with invoices from your other Agencies in case of different configuration.
I did not receive the email
If you do not see the email, it is most likely an authorization issue from your email provider. To fix this, you need to note the sending email address displayed in step 4. And ask the administrator of your Office 365 interface to perform the following actions:
Open the Office 365 administration interface
Open the "Users" section then "Active Users"
Click on the user corresponding to the email address noted in step 4 (for example, the address "[email protected]) <--- IMPORTANT, the configuration of the address from which emails must be sent is what matters, not your user account synchronized with Emailing.
Open the "Mail" tab
Click the link "Send As Authorization (0)"
Click "Add authorizations"
Add your email address (the one you synchronized your Emailing application with) so it can send emails as this address (e.g.: [email protected])
Validate