Before your Office365 email account will send and/or receive emails in a 3rd party software (EXACT) the Office Admin/Account holder needs to log in to https://portal.office.com, then find the user/email account and tick the SMTP option for EXACT to be able to send emails and either the POP or IMAP (recommended) option before EXACT can receive emails.

1. Once the above has been done, with your Email address and email password ready..

2. Log into EXACT (as a high enough user), then go to Configure > Email Parameters

3. Enter the Email Address into the “Practice email Address field

4. Enter the same into the User Name field and the password in the Password field.

5. Enter the Incoming Mail Server outlook.office365.com (port 993 for IMAP, recommended) (Port 995 for POP) or leave blank and untick “Enable incoming mail” if you’d prefer to read your emails outside of EXACT. Tick the IMAP box if port 993 is being used.

11. Enter the Outgoing Mail Server smtp.office365.com (port 587) then Tick the Use Authentication checkbox. You should have a screen that looks like this

12. Click Test Credentials, see “Test Successful”, click Next until you get to “finish” to save the new email details.
If this test fails it could be that the password, a mailserver/port is wrong or the account requires additional settings to be enabled. Please speak to your IT for further advice.
13. A prompt may appear to change the email in practice information too, click yes (this means all future communications to patients has the updated email address included).