Connect Office 365 Email with OAuth

Connect your Office 365 email address

Take the following steps to connect your Office 365 email address to Follow Up Boss. Learn more about connecting your email here

  1. Click on My Settings
  2. Choose "Sign in with Microsoft"Screen_Shot_2020-07-12_at_5.55.07_PM.png
  3. Pick the account you would like to connect to Follow Up BossScreen_Shot_2020-07-12_at_6.00.20_PM.png
  4. Choose "Accept" to give Follow Up Boss permission to access to your Microsoft accountScreen_Shot_2020-07-12_at_6.02.42_PM.png

Disconnect your Office 365 email address

If you would no longer like your Office 365 email address connected to Follow Up Boss, take the following steps:

  1. Click on My Settings
  2. Choose "Disconnect" next to your email address

Screen_Shot_2020-07-12_at_6.06.53_PM.png

 

Troubleshoot your Office 365 OAuth connection

Requesting admin consent to connect to Follow Up Boss

To connect your Office 365 email to Follow Up Boss using OAuth, you must first have permission from your Microsoft admin to give apps consent. If you do not have permission, when you attempt to connect to Follow Up Boss you will see this pop up prompting you to request access from an admin:

Screen_Shot_2020-07-12_at_6.45.36_PM.png

When you see this, type in a reason and choose "Request approval". This will send your Microsoft admin an email prompting them to give you access. Your Microsoft admin can either approve Follow Up Boss directly or they can go to this link to give you access to approve apps. While you are waiting you can connect a different email. 

 

Enable SMTP Authentication

In order to successfully connect your Office 365 account to Follow Up Boss, SMTP must be enabled. To enable SMTP a Microsoft account admin will take the following steps from the Admin Portal:
  1. Click "Users"
  2. Choose "Active Users"
  3. Select a user's name
  4. Under the "Mail" tab in the pop-over window, click "Manage email apps"
  5. Select "Manage Email Apps"Screen_Shot_2020-07-12_at_6.22.39_PM.png
  6. Select Authenticated SMTP and Save:Screen_Shot_2020-07-12_at_6.31.01_PM.png
     

Connecting Outlook or Hotmail

OAuth is not supported for Outlook or Hotmail accounts. If you try to connect, you will see this error:

Screen_Shot_2020-07-12_at_7.12.55_PM.png

We recommend that you use a Microsoft account. If that is not possible, you can try to connect your Outlook or Hotmail email using these instructions. Note: Microsoft is soon deprecating the username + password approach. 

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