Overview
Configure your Office 365 hosted email servers to send emails on behalf of your eCommerce siteThis document is to help you get setup to use Microsoft Office 365 as your email server for all outbound and bulk eCommerce site emails.
The steps below are to ensure your Microsoft email server can be accessed by your eCommerce site, essentially ensuring that the email server "recognises" the site accessing it via Oath authentication. Once that's setup, you'll need a user from your Microsoft account to send email from. This user will also need the right permissions to send emails from registered applications.
Good To Know
It's worth noting that only Microsoft Entra Admins can grant these permissions, so ideally, you would work through the below steps with Entra admin permissions (or at least have someone on call who is).
Pre-requisites
- Microsoft Entra organisation
- Microsoft Entra Admin privileges
- Site version 4.39+
- CommerceVision has enabled O365 on your site
Register your eCommerce site with Microsoft Entra & give it emailing permissions
Step-by-step guide
- Head to entra.microsoft.com & Log in as an Administrator
- Go to Application → App Registrations → New Registration
- Enter your Application name, for example "eCommerce Site"
- Click Register (the rest can be left as the default values)
- Click API Permissions → Add Permissions → Microsoft Graph → Application Permissions
- Search for an add all or some of the following permissions (based on your setup): SMTP.Send, openid, email, POPAccessAsUser.All, profile, User.Read
- Ensure all permissions are granted for each of the above, each row should look something like the below
Good To Know
Take note of the Application (client) ID & Directory (tenant) ID provided after step 4, you'll need to enter these details into Commerce Visions's CMS later
Setting up a user to send emails from
Step-by-step guide
- Head to entra.microsoft.com & Log in as an Administrator
- Go to Users → All Users → + New User
- Enter basic details in the basic tab, be mindful of the User Principle Name & Display Name you enter, that will be used as your from email address by your eCommerce site.
- Click Review & Create
Good To Know
Take note of your User Principle Name & Password, you'll need to enter these details into Commerce Visions's CMS later
Setting up your "from" email address in CMS
Step-by-step guide
- Head to CMS and login as an admin
Go to Settings → Settings → Notifications
Good To Know
If you can't see any of the aforementioned actions, reach out to your Commerce Vision contact
- Ensure at least the System From Email Address is the same email address as the user you created in Microsoft Entra.
Optionally, you may also set Smtp Bulk Mail Server From Email, but it must also match the email address of the user you created in Microsoft Entra
Enter all the details into CMS
Step-by-step guide
- Head to CMS and login as an admin
Go to Settings → Feature Management → Advanced → Configure
Good To Know
If you can't see a "Configure" button, reach out to your Commerce Vision contact
- Toggle Enable Email OAuth 365 = on
- Fill out the fields with the following information, which your should have seen in the above step-by-step guides:
Email OAuth Tenant ID = Directory (tenant) ID
Email OAuth Client ID = Application (client) ID
Email OAuth User Name = User Principle Name
Email OAuth Password = User Password- Click Save & Exit
- You're all done! But before you finish, it's wise to test your configuration, you can see how to do that here: How to test email templates
Related help
Additional Information
| Minimum Version Requirements | 4.39+ |
|---|---|
| Prerequisites | Microsoft Entra Account with Admin access |
| Self Configurable | Yes |
| Business Function | Emails |
| BPD Only? | No |
| B2B/B2C/Both | Both |
| Third Party Costs | Yes |
