All Collections
Set Up Method
Email Setup
Office 365 Server Settings
Office 365 Server Settings

Setting up Office 365 as your email server

Updated over a week ago

Method users who are using Office 365 email server settings must configure a number of settings.


Configure Each User's Personal Email Preferences

Every user in Method must update their personal email preferences.

  1. In Method, clicki the upper-right Profile icon and then click User Profile.

  2. Select Email.

  3. By Email delivery provider, uncheck the checkbo Use account servers to deliver emails for you (recommended).

  4. For the email server fields:

    • Email Server: smtp.office365.com

    • Email User Name: typically your full email address.

    • Email Password :the same password used to access your email.

    • Port: 587

    • Use SSL: Checked. This is a security feature common for email servers.

  5. Click Save all changes.


Configure Company Email Settings in Method

  1. Method, click your Profile icon in the upper-right and then click Account Settings.

  2. Scroll down until you find Communication. Select it to go to its settings.

  3. Within the Email delivery provider, uncheck the checkbox to Use Method's server to deliver emails for you (recommended).

  4. Fill in the fields as shown:

    • Email Server: smtp.office365.com

    • Email User Name: typically your full email address.

    • Email Password :the same password used to access your email.

    • Port: 587

    • Use SSL: Checked. This is a security feature common for email servers.

  5. Click Test and wait for on-screen confirmation.


Configure Office 365

Remember, using company settings for multiple Method users requires additional steps within Office 365 to be completed by a 365 user with admin permissions.

  1. Log into the Office 365 as Admin.

  2. Navigate to the Admin Center.

  3. Click Users then Active Users.

  4. Select the user with matching email as the one currently being set up in Method:CRM.

  5. Under the user profile expand Mail Settings then edit mailbox permissions.

  6. Add the email address used in Method's Company Setting under Send as.

  7. Click Save.


Allow Method to access your Microsoft Account

There is one further step you must do:

Once complete, your email server should be set up.

Did this answer your question?