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Sending E-mails through an M365 Shared Mailbox

Introduction:

By default, any e-mail sent by the MSP Process platform comes from noprely@mspprocess.com. For e-mails that are sent internally to an MSP, such as invites for technicians to join the MSP Process platform, this is a perfectly acceptable thing, but it's not ideal when dealing with e-mails that are sent to end-users, such as Opt-in forms and End-user Verification e-mails.

The MSP Process platform can be configured to send all of it's end-user facing e-mails through a Microsoft 365 shared mailbox - making it easy for any Partner to send our e-mails from a trusted Sender address of their choosing.

 

Configuring MSP Process to use a Microsoft 365 Shared Mailbox

  1. Login to the MSP Process UI with an Admin account
  2. Navigate to the Portal Settings -> Outgoing Mail page
  3. Click the Start Setup button
  4. Login to the Microsoft 365 tenant that owns the Shared Mailbox you wish to use
  5. Approve the deployment of the MSP Process "Outbound Mail Module" application
  6. You're now able to choose which mailbox you wish to use:
  7. Click the Submit button to finish the setup process

 

Testing the Shared Mailbox Configuration

  1. From the Portal Settings -> Outbound Mail page, click the Test button
  2. You'll be brought to the Portal Settings -> Test E-mail page
  3. Choose the "Opt-In Letter" as the e-mail to be sent, and specify the recipient's e-mail address
  4. Click the Test button to send out the test e-mail
  5. Confirm that the recipient received the e-mail, and that the Sender address is the Shared Mailbox

 

Deleting a Shared Mailbox Configuration

  1. Navigate to the Portal Settings -> Outbound Mail page
  2. Click the Delete button

E-mails that are sent through an M365 Shared Mailbox:

  • Opt-in forms
  • End-user verification - both codes and secure links
  • Secure Data Send e-mails
  • Invitations to the Client Portal

 

E-mails that are not sent through an M365 Shared Mailbox:

  • Invites to join the MSP Process platform (sent via the Teams -> Invite Users page)
  • Password reset e-mails
  • E-mails from the "Notifications" feature