Web: Office 365 (O365) Email Settings - Revision history

Jspenceratty at 15:57, 31 July 2023

2023-07-31T15:57:46Z

← Older revision		Revision as of 15:57, 31 July 2023
Line 1:		Line 1:
	==Office 365 Azure Active Directory Setup==		==Office 365 Azure Active Directory / Entra ID Setup==
	In the Azure Active Directory menu, click on "App registrations"
			NOTE: Microsoft renamed Azure Active Directory to Microsoft Entra ID in August 2023. Some changes may appear from the screen shots shown.

			In the Azure Active Directory / Entra ID menu, click on "App registrations"

	[[File:Screenshot 2022-12-09 at 9.37.34 AM.png\|400px]]		[[File:Screenshot 2022-12-09 at 9.37.34 AM.png\|400px]]
Line 125:		Line 128:
	\| Email server username \|\| user.name@organization.org \|\|		\| Email server username \|\| user.name@organization.org \|\|
	\|-		\|-
	\| Email server password \|\| <enter some random string, for example: asd908ju2> \|\| Any random string will be fine when using the Office 365 Email system with Azure Active Directory.		\| Email server password \|\| <enter some random string, for example: asd908ju2> \|\| Any random string will be fine when using the Office 365 Email system with Azure Active Directory / Entra ID.
	\|-		\|-
	\| User Office 365 System \|\| Check the box \|\|		\| User Office 365 System \|\| Check the box \|\|

Jspenceratty: /* Staff Member Use */

2022-12-12T16:24:13Z

Staff Member Use

← Older revision		Revision as of 16:24, 12 December 2022
Line 136:		Line 136:
	==Staff Member Use==		==Staff Member Use==

	~~[[Office 365~~ Email ~~Staff Use \| Office 365~~ Email ~~Staff Use <12/9/2022>]]~~		===Send An Email===

			Open a client record. In the Context Menu, choose "Send Email".

			The client's email address should be shown in the "Send To" box.

			Choose the appropriate "Send As" email. There may be more than one to choose from.

			Edit the Subject and body of the email.

			If you wish to send documents from the Document Tracking system, click the button. Or to choose a local file (on your workstation), click the "Choose File" button.

			Choose whether to add a case note by selecting the checkbox.

			When ready, to send the email, click the "Send email" button.

			===Pull an Email into a Client Record===

			To pull an email into the Case from your email system, open the client record. In the Context Menu, choose "Get Email".

			Choose the appropriate email box from the dropdown and click the "Refresh Email List".

			From the resulting list of emails in the Inbox, click "Copy Email to Case" to copy that particular email to the case. If there are attachments that the system sees as attachments, they will be saved to the case's document tracking system.

			Always ensure the email and attachments are saved properly in the case before deleting the email.

			===View Associated Email===

			To view email that has been associated with a case, open the client record. In the Context Menu, choose "Associated Email".

			This will show both incoming and outgoing email associated with the case.

Jspenceratty: /* Staff Member Setup */

2022-12-12T16:04:15Z

Staff Member Setup

← Older revision		Revision as of 16:04, 12 December 2022
Line 98:		Line 98:

	==Staff Member Setup==		==Staff Member Setup==
	Open the Staff Member Input Form ~~(Admin~~-->Staff ~~Settings-~~->Search ~~Staff~~ and select a staff ~~member)~~.		Open the Staff Member Input Form Administration-->Administration Menu. Search "Staff" to quickly find the "Staff - Search/Edit" option and select it. Find and open a staff person's entry.

	In the "Email Setup" tab, ensure the following entries:		In the "Email Setup" tab, ensure the following entries:
Line 107:		Line 107:
	! Item !! Entry !! Notes		! Item !! Entry !! Notes
	\|-		\|-
	\| Email Address \|\| user.name@organization.org \|\| If the user will be given permission to send and read mail from a shared mailbox in the organization system AND they want only to use that email from within Prime, you may enter that shared email address here and leave the "Send As Email Address" entry below blank.		\| Email Name (shown in outgoing email) \|\| User Name \|\| If the user will be given permission to send and read mail from a shared mailbox in the organization system AND they want only to use that email from within Prime, you may enter the Name for that shared email box here and leave the "Send As Email Name" entry below blank.
	\|-
	\| Name (shown on outgoing email) \|\| User Name \|\| If the user will be given permission to send and read mail from a shared mailbox in the organization system AND they want only to use that email from within Prime, you may enter the Name for that shared email box here and leave the "Send As Email Name" entry below blank.
	\|-		\|-
	\| Account type \|\| IMAP \|\|		\| Account type \|\| IMAP \|\|
Line 129:		Line 127:
	\| Email server password \|\| <enter some random string, for example: asd908ju2> \|\| Any random string will be fine when using the Office 365 Email system with Azure Active Directory.		\| Email server password \|\| <enter some random string, for example: asd908ju2> \|\| Any random string will be fine when using the Office 365 Email system with Azure Active Directory.
	\|-		\|-
	\| User ~~O365 Settings~~ \|\| Check the box \|\|		\| User Office 365 System \|\| Check the box \|\|
	\|-		\|-
	\| Send As Email Address \|\| IntakeGroup@organization.org \|\| If the user will be given permission to send and read mail from a shared mailbox in the organization system, you can enter the email address for that shared mailbox here to give the user the ability to select to send from or to read email in that account.		\| Send As Email Address \|\| IntakeGroup@organization.org \|\| If the user will be given permission to send and read mail from a shared mailbox in the organization system, you can enter the email address for that shared mailbox here to give the user the ability to select to send from or to read email in that account.

Jspenceratty: /* Prime 16 Setup */

2022-12-12T15:54:57Z

Prime 16 Setup

← Older revision		Revision as of 15:54, 12 December 2022
Line 79:		Line 79:
	\| OnlyOneRowAllowed \|\| True		\| OnlyOneRowAllowed \|\| True
	\|-		\|-
	\| Redirect URI \|\| <nowiki><your url to the basic webite>/O365/O365Login.aspx</nowiki>. So, for example, that might be: https://demo.kempscaseworks.com/prime16/o365/o365login.aspx		\| Redirect URI \|\| <nowiki><your url to the basic webite>/O365/O365Login.aspx</nowiki>. So, for example, that might be: <nowiki>https://demo.kempscaseworks.com/prime16/o365/o365login.aspx</nowiki>
	\|-		\|-
	\| the Client ID \|\| <copy value for Application (client) ID from the App registration you created above as shown [[:File:Screenshot 2022-12-09 at 1.17.45 PM.png]]here>		\| the Client ID \|\| <copy value for Application (client) ID from the App registration you created above as shown [[:File:Screenshot 2022-12-09 at 1.17.45 PM.png]]here>

Jspenceratty: /* Prime 16 Setup */

2022-12-12T15:54:28Z

Prime 16 Setup

← Older revision		Revision as of 15:54, 12 December 2022
Line 70:		Line 70:

	==Prime 16 Setup==		==Prime 16 Setup==
	Within Prime 16, ~~got~~ to ~~the~~ "~~Admin~~" ~~top line menu and choose~~ "~~Custom Admin" and choose "O365 Setup~~". Enter the values as follow:		Within Prime 16, go to Administration-->Administration Menu. Select "Office 365 (O365) Email Setup" from the Administration system options. You can also type "365" in the search box to find it quickly. Enter the values as follow:

	{\| class="wikitable"		{\| class="wikitable"
Line 79:		Line 79:
	\| OnlyOneRowAllowed \|\| True		\| OnlyOneRowAllowed \|\| True
	\|-		\|-
	\| Redirect URI \|\| <nowiki>~~http:~~//~~localhost:3017~~</nowiki>		\| Redirect URI \|\| <nowiki><your url to the basic webite>/O365/O365Login.aspx</nowiki>. So, for example, that might be: https://demo.kempscaseworks.com/prime16/o365/o365login.aspx
	\|-		\|-
	\| the Client ID \|\| <copy value for Application (client) ID from the App registration you created above as shown [[:File:Screenshot 2022-12-09 at 1.17.45 PM.png]]here>		\| the Client ID \|\| <copy value for Application (client) ID from the App registration you created above as shown [[:File:Screenshot 2022-12-09 at 1.17.45 PM.png]]here>

Jspenceratty at 15:37, 12 December 2022

2022-12-12T15:37:30Z

Show changes

Jspenceratty: /* Setup */

2022-11-29T20:48:44Z

Setup

← Older revision		Revision as of 20:48, 29 November 2022
Line 54:		Line 54:

	Save these entries.		Save these entries.

			If you need help with this setup, let us know. We are happy to help you through the process.

	== Staff Settings ==		== Staff Settings ==

Jspenceratty: /* Staff Settings */

2022-11-29T20:48:16Z

Staff Settings

← Older revision		Revision as of 20:48, 29 November 2022
Line 59:		Line 59:
	For staff, open the admin staff edit page and make the following entries:		For staff, open the admin staff edit page and make the following entries:

	In the "Email Setup" page, Check the checkbox next to "Use Office 365 System".		In the "Email Setup" page:

			Enter the staff person's Email name, email server username (email address), and a "junk" password, such as "NothingHere".

			Check the checkbox next to "Use Office 365 System".

	If they will be able to use a shared mailbox, enter the "Send as Email Address", such as intake@organizationdomain.org and a shared email name in the "Send as Email Name", such as Intake Shared Mailbox.		If they will be able to use a shared mailbox, enter the "Send as Email Address", such as intake@organizationdomain.org and a shared email name in the "Send as Email Name", such as Intake Shared Mailbox.

Jspenceratty: /* Staff Settings */

2022-11-29T20:38:38Z

Staff Settings

← Older revision		Revision as of 20:38, 29 November 2022
Line 56:		Line 56:

	== Staff Settings ==		== Staff Settings ==

			For staff, open the admin staff edit page and make the following entries:

			In the "Email Setup" page, Check the checkbox next to "Use Office 365 System".

			If they will be able to use a shared mailbox, enter the "Send as Email Address", such as intake@organizationdomain.org and a shared email name in the "Send as Email Name", such as Intake Shared Mailbox.

Jspenceratty at 20:36, 29 November 2022

2022-11-29T20:36:32Z

← Older revision		Revision as of 20:36, 29 November 2022
Line 27:		Line 27:

	<nowiki>https://test.kempscaseworks.com/demo_prime16/o365/o365login.aspx</nowiki> and		<nowiki>https://test.kempscaseworks.com/demo_prime16/o365/o365login.aspx</nowiki> and
	"https://demo.kempscaseworks.com/prime16/o365/o365login.aspx". Only using your organization's test and production URI values.		<nowiki>https://demo.kempscaseworks.com/prime16/o365/o365login.aspx</nowiki>. Only using your organization's test and production URI values.

	Save these new entries and return to the Overview.		Save these new entries and return to the Overview.
Line 43:		Line 43:
	In Prime, make the following entries in the Office 365 (O365) Administrative page:		In Prime, make the following entries in the Office 365 (O365) Administrative page:

	In the RedirectURI, enter the production URI value, such as: "https://test.kempscaseworks.com/demo_prime16/o365/o365login.aspx"		In the RedirectURI, enter the production URI value, such as: <nowiki>https://test.kempscaseworks.com/demo_prime16/o365/o365login.aspx</nowiki>
	For theClientID, enter the Application (client) ID from the app registration overview page.		For theClientID, enter the Application (client) ID from the app registration overview page.
	For clientSecret, enter the client secret value that you created and copied earlier.		For clientSecret, enter the client secret value that you created and copied earlier.
	For scope, enter: https://outlook.office.com/IMAP.AccessAsUser.All%20offline_access%20email%20openid		For scope, enter: <nowiki>https://outlook.office.com/IMAP.AccessAsUser.All%20offline_access%20email%20openid</nowiki>
			In authUri and tokenUri, copy values from the "Endpoints" option of the Overview page:

			[[File:Screenshot 2022-11-29 at 2.34.40 PM.png\|400px]]

			[[File:Screenshot 2022-11-29 at 2.35.36 PM.png\|400px]]

			Save these entries.

			== Staff Settings ==