Configuring the SMTP Server for Emails using Microsoft Office 365

The SMTP Server Setup option allows you to alter the outbound mail server configuration for the platform. The default email service included with the platform will send all emails from noreply@hub.bigitncan.com. It may be required that the From email domain is your company's, and configuring Office 365 will enable this. By using Office 365 for outbound emails, the From email address will either be that of the authenticated outbound email user that is configured here, or if configured to allow impersonation, the From email address will be that of the actual Hub user sending the email.

Regardless of the configuration chosen, the Reply To address will be that of the logged in Hub user. A custom SMTP server configuration will not affect the outbound email format or other Bigtincan capabilities. 

Option Description
Send Email  You can choose to send emails using Bigtincan's email capability or using a custom SMTP server (Office 365)
Custom Server

Enter the following details if you choose the Custom option:

  • Host - Enter the server address. Example: smtp.office365.com
  • Port - The default value is 25 (Microsoft recommends 587)
  • Username - Enter the server username. 
  • Password - Enter the server password. 
  • Encryption - TLS
Test SMTP Settings Enter a valid email address to test the SMTP settings. If you receive the test email, it means the values you have entered are correct. If not, check the values again and enter the correct ones. 

Additional Configuration Steps

  1. Users must have matching mail accounts in both Exchange and the Hub.
  2. Each user must have permission to Send as and Send on behalf using the account set in the SMTP settings-https://support.office.com/en-us/article/Give-mailbox-permissions-to-another-user-in-Office-365-Admin-Help-1DBCF12F-A9DE-4D1D-B0B3-A227F8A736D8
    Example (via https://admin.microsoft.com/AdminPortal/Home#/users) where donald.whalen@bigtincan.onmicrosoft.com is set as the sending account:
  3. When messages are sent from the Hub that do not come from a specific user (e.g.- Digest emails) these would use the FROM address specified in the SMTP settings (https://appnext.bigtincan.com/admin/email/smtp-server-setup).