Web: Office 365 (O365) Email Settings

Office 365 Azure Active Directory / Entra ID Setup

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"

At the top of the "App registrations" page, click on the "+ New Registration" link

In the "Register an application" page:

1. Enter a "Name" for the application, for example, "Prime 16 Email Application".
2. Leave the "Supported account types" selection of "Accounts in this organizational directory only".
3. In "Redirect URI", choose "Public client/native (mobile & desktop)" and enter "http://localhost:3017" in the next box.
4. Click the "Register" button

This should return you to the new app registration. Your chosen Name for the application should appear at the top of the form. Now click on the "API permissions" link

In the "API permissions" page, click on the "+ Add a permission" link

In the "Request API permissions" box, select "Microsoft Graph"

When asked "What type of permissions does your application require?", choose "Delegated permissions"

From the resulting list below that, check the box next to the following options;

OpenId permissions:

• email
• offline_access
• openid
• profile

IMAP

• IMAP.AccessAsUser.All

MailboxSettings

• MailboxSettings.Read

Mail

• Mail.Read
• Mail.Read.Shared
• Mail.ReadWrite
• Mail.ReadWrite.Shared
• Mail.Send
• Mail.Send.Shared

SMTP

• SMTP.Send

User

• User.Read

Click "Add permissions" at the bottom of the "Request API permissions" box.

The resulting page should look like this:

Click "+ Add a permission" link in the "API permissions" page.

This time, select "APIs my organization uses" at the top. In the search box, enter "Office 365 Exchange Online". Choose the resulting entry, then choose "Delegated permissions". Then, in "EWS" select the "EWS.AccessAsUser.All" entry. Choose "Add permissions" at the bottom.

Click the "Grant admin consent for kempscaseworks.com" at the top of the "API permissions page". And choose yes. This will keep users from seeing the "Do you grant consent to this application" when they attempt to use the Email system

Prime 16 Setup

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:

Office 365 Settings

Item	Entry
OnlyOneRowAllowed	True
Redirect URI	<your url to the basic webite>/O365/O365Login.aspx. 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.pnghere>
client Secret	<Enter a random string, for example: jo2i3jutr98uyxcvoijkn2>
scope	https://outlook.office.com/IMAP.AccessAsUser.All%20offline_access%20email%20openid
auth Uri	<copy value the App registration, click on Endpoints and enter the value from "OAuth 2.0 authorization endpoing (v2)". That should look like this: https://login.microsoftonline.com/<your directory tenant id>/oauth2/v2.0/authorize >
token Uri	<copy value the App registration, click on Endpoints and enter the value from "OAuth 2.0 token endpoing (v2)". That should look like this: https://login.microsoftonline.com/<your directory tenant id>/oauth2/v2.0/token

Close this form to save the entries.

Staff Member Setup

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:

Staff Email Settings Setup

Item	Entry	Notes
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.
Account type	IMAP
Incoming mail server	outlook.office365.com
Incoming port	993
Incoming security	SSL
Outgoing mail server	smtp.office365.com
Outgoing port	587
Outgoing security	TLS
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 / Entra ID.
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 Name	Intake Group Mailbox	This is the name that will be included on outgoing email from the shared mailbox.

Staff Member Use

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.