Acumatica Email Account Setup for Office 365

Important Notes

• This configuration will not work for an email account that is setup as a distribution group. The email must be a licensed user mailbox with a valid login and password.
• Acumatica uses the Microsoft Entra ID for authentication. It is recommended to keep the Microsoft Entra admin center open in a separate browser tab during setup.
• Each email account configured in Acumatica requires its own Microsoft Entra application. Use a unique and descriptive application name that clearly identifies the associated email account.

Register an Application with the Microsoft Identity Platform

1. Sign in to the Microsoft Entra admin center as at least Application Developer permissions.
2. Follow the Microsoft documentation to Register an application with the Microsoft identity platform.
3. On the App Overview page, copy and securely store the following:
   • Application (client) ID
   • Application Display Name

(These values are required for the Acumatica configuration.)

4.  From the top menu, select Endpoints.

5. Copy and save the following values for later use in Acumatica:
   • OAuth 2.0 authorization endpoint (v2)
   • OAuth 2.0 token endpoint (v2)

6. Follow the steps to Add a client secret for an application
7. Copy and securely store the Client Secret Value.

Important: Use the Value, not the Secret ID. The value will not be accessible after leaving the Certificates & secrets screen.

8. Configure Application permission to Microsoft Graph and grant the following delegated permissions:
   • offline_access
   • IMAP.AccessAsUser.All
   • SMTP.Send
   • POP.AccessAsUser.All (only if required; POP3 is not recommended in Acumatica)

9. Keep the Microsoft Entra admin center open for use in the next section.

Set up an External Application in Acumatica

1. In Acumatica ERP, open External Applications (SM301000).
2. Create a new record and enter the following values using the information collected from Microsoft Entra:
   • Type: OAuth 2.0
   • Application Name: App Display name (Step 3 above)
   • Client ID: Application (client) ID (Step 3 above)
   • Authorization Endpoint: OAuth 2.0 Authorization Endpoint (v2) (Step 5 above)
   • Token Endpoint: OAuth 2.0 token endpoint (v2) (Step 5 above)
   • Client Secret: Secret Value (Step 7 above)

3. From the toolbar, select View Redirect URI.
4. Copy the Redirect URI displayed in the pop-up window

5. Return to the Microsoft Entra admin center
6. Add a redirect URI to an app
   • Application type: Web
   • Redirect URI: Paste the Redirect URI copied from Acumatica

Set up an Email Account in Acumatica

1. Open the Email Accounts (SM2042PL) list.
2. Click “+” to create a new email account.
3. Configure the following settings:
   1. Summary
      • Account Name: Name for the system email account
      • Email Address: Email address used for authentication
      • Reply Address (optional): Can differ from the authentication email, if needed
   2. Outgoing Mail Server
      • Outgoing Mail Server: outlook.office365.com
      • Outgoing Connection Encryption: Explicit TLS
      • Outgoing Mail Port: Defaults based on encryption (modify as needed)
   3. Incoming Mail Server – Complete this section only if emails will be processed into Acumatica:
      • Protocol: IMAP
      • Incoming Mail Server: outlook.office365.com
      • Incoming Connection Encryption: As required
      • Incoming Mail Port: Defaults based on encryption
      • Root Folder: Inbox (or specify another folder if needed)
   4. Authentication
      • Authentication Method: OAuth 2.0 for Microsoft 365
      • External Application: Select the External Application created earlier
      • OAuth2 Scopes / Parameters (optional): Modify predefined values if necessary
   5. Server Connection
      • Connection Timeout: 3 Minutes
4. Save the email account
5. Click Sign In 

6. When prompted, sign in using the email address configured for this account

7. Click Test to send a test email.
8. Confirm the test email is received in the inbox.

Final Reminder

Each email account configured in Acumatica requires:

• A unique Microsoft Entra application
• A corresponding Acumatica External Application
• A dedicated Acumatica Email Account

All sections must be completed separately for each email account.