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Organizations on Microsoft 365:
Prerequisite for Microsoft 365 users *(not required for outlook.com users):*
It is required that an administrator for Microsoft 365 allows your users to access email via IMAP and SMTP
Authorize IMAP and SMTP connections:
1. Go to https://admin.microsoft.com/
2. Follow the image below to authorize IMAP and Authenticated SMTP connections for each user
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Once the steps above are in place, then you can connect in Client Hub -
Connect to MSFT Email box via Client Hub:
- Choose the Inbox icon on the left menu
- Choose the Connect Account button and then Microsoft
- Login to your Microsoft account and authorize the Client Hub application: You will now see a dialog where you can log in to your Microsoft account with your usual credentials Then, you can authorize Client Hub as an app to access your data
Note: If you do not see the Microsoft login dialog at all, then your admin may need to "allow users to consent to apps". Please refer to this article -
Configure how users consent to applications - Microsoft Entra ID | Microsoft Learn
To Finish:
- If all was successful, you will see a message saying that we are now syncing emails from your email servers
- The initial sync takes a few minutes and your page will not automatically update when done (we are working to improve this). Go to other pages in Client Hub and then return to this page a few minutes later from the Inbox icon and refresh the page to see your emails
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