How to Use Outgoing Server using OAuth for vTiger?

Step 1: Login to vTiger CRM

On successful login, you will be presented with the dashboard screen as shown below.

Step 2: Access CRM Settings

To open the “Settings” Page, click on the CRM Settings as shown in the screenshot below.

Step 3: Navigate to Outgoing Server Settings

1. Open the CRM Settings page
2. Go to Configuration
3. Click on Outgoing Server to configure the outgoing mail server

Step 4: Edit Outgoing Server Configuration

Click on the Edit button as shown in the screenshot.

Step 5: Select Office 365 OAuth 2.0 Server Type

1. In the Server Type field, you will see the newly added Office 365 OAuth 2.0 option
2. Select Office 365 OAuth 2.0 from the dropdown menu
3. The system will redirect you to the Microsoft Login Screen where user has to enter the username and password
4. Successfully complete the Microsoft authentication process
5. Once the configuration is complete, you will be redirected to the Outgoing Server list view page

Step 6: Verify Configuration

On the Outgoing Server list view page, you can verify:

• The connected Outgoing Server Type (Office 365 OAuth 2.0)
• The configured Email ID

Step 7: Send a Test Email

1. Navigate to the Contacts module
2. Select a contact or create a new one with the email: hazel.crmtiger@gmail.com
3. Send an email to this contact
4. Check the recipient’s email account
5. Verify that the email was sent successfully
6. Confirm that the From Email ID displays the configured Office 365 email address

Please review the following topic for more information about integration.

• How to Install Outgoing Server using OAuth for vTiger?
• How to Use Outgoing Server using OAuth for vTiger?

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