To Create a System Email Account for Office 365 with OAuth 2.0

System Administration Guide
version
2026 R1

By using the Email Accounts (SM204002) form, you can create an email account in Acumatica ERP that will be associated with the Microsoft Office 365 account.

Tip: Acumatica ERP uses the Microsoft Entra ID service for authentication. We recommend opening the Microsoft Entra admin center in another browser tab because you will need to perform some configuration steps there.
Attention: This topic describes the configuration of third-party software. Please note the following:
  • The procedure below is designed for the most common usage scenarios. If you are implementing a more complicated scenario and you encounter difficulties, contact Acumatica ERP Support.
  • The vendor of the third-party software may change the user interface and settings. Therefore, the form elements and setting names you see may differ from the ones described in the procedure.
  • The procedure will be updated each time information is made available about new common scenarios and changes in the user interface and settings.

Step 1: To Specify the General Settings of the Account

Do the following:

  1. Open the Email Accounts (SM204002) form.
  2. On the form toolbar, click Add New Record.
  3. In the Summary area of the form, do the following:
    1. In the Account Name box, type the name of the system email account.
    2. In the Email Address box, type the email address of the account that will be used as the system email account.
    3. Optional: In the Reply Address box, type the email address that will be used for automatic replies.

Step 2: To Specify the Servers

To specify the settings of the servers, do the following:

  1. While you are still on the Email Accounts (SM204002) form with the account you have created, be sure the Service tab of the form is opened.
  2. In the Protocol box (Incoming Mail Server section), select the protocol to be used to connect to the incoming mail server.
    Note: If you have selected IMAP, every email that has been successfully collected from the server will be marked as read on the server.

    If you have selected the IMAP protocol, in the Root Folder box, you need to type the path to the folder that will be used as the root folder for storing emails.

  3. In the Incoming Mail Server box, type outlook.office365.com.
  4. In the Outgoing Mail Server box, type outlook.office365.com.
  5. On the form toolbar, click Save.

Step 3: To Configure Authentication Through Microsoft Entra ID

Now you will set up authentication through Microsoft Entra ID as follows:

  1. While you are still working with the account on the Email Accounts (SM204002) form, in the Authentication Method box, select OAuth 2.0 for Microsoft 365.
  2. Click the magnifier button in the External Application box. The system opens the External Application lookup table.
  3. In the lookup table, click the Plus button on the table toolbar. The system opens the External Applications (SM301000) form in a new browser window.
  4. On the External Applications form, click Add New Record.
  5. In the Type box, select OAuth 2.0.
  6. In the Application Name box, type the name of the application, for example, Office365 Connector.
  7. Switch to the browser tab with the Microsoft Entra admin center and complete the steps in Register an application with the Microsoft identity platform.
  8. On the Overview page of the registered application in the admin center, copy the Application (client) ID value and paste it into the Client ID box on the External Applications form.
  9. On the External Applications form, click View Redirect URI and copy the value from the Redirect URI box.
  10. Switch to the browser tab with the Microsoft Entra admin center and complete the steps from Add a redirect URI.
  11. On the Overview page of the registered application in the admin center, click Endpoints on the top menu.
  12. Copy the OAuth 2.0 authorization endpoint (v2) value and paste it into the Authorization Endpoint box on the External Applications form.
  13. Copy the OAuth 2.0 token endpoint (v2) value and paste it into the Token Endpoint box on the External Applications form.
  14. Switch to the browser tab with the Microsoft Entra admin center and complete the steps from Add a client secret for an application.
  15. On the Certificates and secrets page of the registered application in the admin center, copy the client secret value and paste it into the Client Secret box on the External Applications form.
  16. Switch to the browser tab with the Microsoft Entra admin center and complete the steps from Delegated permission to Microsoft Graph to grant the following delegated permissions:
    • offline_access
    • IMAP.AccessAsUser.All
    • SMTP.Send
    • POP.AccessAsUser.All if needed (however, using POP3 is not recommended in Acumatica ERP)
  17. On the External Applications form, click Save and Close on the form toolbar. The system closes the window with the form and specifies the configured application in the External Application box on the Email Accounts form.
  18. Optional: In the OAuth2 Scopes and OAuth2 Parameters boxes, modify the predefined values of scopes and parameters that the system will use when issuing access tokens.

Step 4: To Configure Port Numbers

Finally, you need to specify the advanced settings email account. Do the following:

  1. While you are still working with the account on the Email Accounts (SM204002) form, configure port numbers on the Service tab.
  2. In the Incoming Mail Port box, type the number of the port to be used for incoming mail.
  3. In the Incoming Connection Encryption box, select the type of encryption for the incoming mail server.
  4. In the Outgoing Mail Port box, type the number of the port to be used for outgoing mail server.
  5. In the Outgoing Connection Encryption box, select the Explicit TLS option.
  6. On the form toolbar, click Save and then click Sign In to test the settings of the email account.