Office 365 relaying
Many institutions use Office 365 for their email, and it is convenient to use it for email relay.
1) Choose an email address and ‘from’ sender name
Choose a suitable generic email address, perhaps named after your Haplo application. As many of our clients use multiple Haplo products, avoid being too specific.
The display name of this user will appear as the ‘from’ address of every email relayed through Office 365, so it’s important that it makes it clear who the email is from.
Because emails will also be sent to users outside your institution, we strongly recommend it includes your institution name so these external users will know who sent it.
2) Create mailbox
Create a new Office 365 user with your chosen email address and display name.
By default, this will keep a copy of all email notifications set, until the mailbox becomes full. At this point, emails will be rejected. Consider adding retention policies.
3) Set a secure password
Change the default password to something secure and unguessable, preferably randomly generated.
4) Set automatic reply
Log into Outlook in your web browser, and set a suitable automatic response to any emails. This ensures that if anyone replies to the email, they will receive a reply telling them who they should contact.
5) Configure Haplo application
If you have a live application, log in as a user with IT support privileges to configure email relay.
Select SMTP / Email Relay Configuration from the list, and fill in the details:
| Server | smtp.office365.com |
| Username | The email address of the mailbox |
| Mechanisms | LOGIN |
| Password | The password for the mailbox |
Then click Save to apply the email relay.
If you don’t have a live application yet, please send the details of the mailbox by clicking Send secrets in your Project Room.
6) Configure ‘from’ addresses of email templates
It’s essential that all emails set by Haplo have a sender address that exactly matches the email address of the Office 365 mailbox, otherwise email won’t be delivered.
Edit each template, and set the From address to the email address of the mailbox.
7) Ask Haplo to check configuration
After you’ve set this up, please ask your Haplo contact to confirm the configuration is working.
8) Troubleshooting
There are a number of issues that can prevent email delivery via Office 365. The following constraints are necessary on the configuration of the account used, or the tenant.
- The account must be a fully licensed account, it must exist, and the password we have should be correct
- The account used must not require modern authentication; the relay uses BASIC AUTH
- Security defaults must not be enabled for the tenant
- There must not be a conditional access policy blocking smtp