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      Setup Custom Email for Microsoft 365

      This article will walk through process for utilizing Microsoft 365 for sending messages from the phone system

      Activating the Microsoft 365 Integration

      If you have not already done so, you must follow the document linked below in order to first connect the phone system to Microsoft 365. This is a separate task from enabling SSO for the login portal.

      Activating the Microsoft 365 Integration

      Enable Custom SMTP

      1. Login to the bvoip phone system.
      2. In the top right go to Integrations > Microsoft 365
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      3. Change the SMTP Settings to Use Microsoft 365 SMTP
      4. Enter in a valid Microsoft 365 user address. This can be a shared mailbox, but the address must exist as a user principal name.
      5. Click Save changes
      6. Under the Extensions menu you can check a user and then go to Bulk management > Send welcome email to send a quick test email
      7. Validate that the email came in from the correct address, and you're all set!


      Not receiving test emails?

      Ensure that the sending address you entered is a valid user principal name in your Microsoft 365. This can be a Shared Mailbox or licensed user, but it must exist, and aliases are not allowed.

      How do I update Email Templates?

      If you want to adjust how the welcome email, or any other email, appears to the end user, you can check out our article Customizing the Phone System Email Templates.