Setup Microsoft 365 Emailing in Furniture Wizard

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Overview: There are 2 methods for sending email from Furniture Wizard through Microsoft 365. Both will be explained below.

  • SMTP Relay Method: This method requires the Furniture Wizard Server to use an internet connection with a Static IP address assigned by the internet service provider. By default, this method will work for Furniture Wizard Cloud customers. Non-cloud customers must have a working Static IP address before setting this up. One item to note: It will not put the email in the sender’s Sent Items folder in Outlook.

  • SMTP Authentication Method: This method requires more work by the IT provider for the customer and ultimately is the most time consuming to get operational, but it will put the item in the sender’s Sent Items folder in Outlook. It’s important to note that Furniture Wizard Security must be enabled and set up properly before using this method.

    Other Note: If you wish to have an email signature applied to your emails out of Furniture Wizard, you must use a 3rd party Email Signature tool for this to work with either method above. Furniture Wizard does not currently support signatures natively and your existing Outlook signature will not work. Furniture Wizard cannot help you set this up. You will be responsible for this if you want to utilize it. Below are 2 tools that we have seen work for email signatures:

SMTP Relay Method

There are 2 main sections to setting up Furniture Wizard to email through Microsoft 365.

  1. You will need to set up a SMTP Relay Connector on the your tenant of Microsoft 365.

    1. You must use a Global Admin account in order to set up the connector.

    2. You must have a static IP address for the internet connection.

  2. You will need to configure Furniture Wizard for Microsoft 365.

A. Set up SMTP Relay Connector on Microsoft 365.

  1. You will need to log into admin.exchange.microsoft.com as a global admin. If you are not using a global admin account, stop here. You can’t proceed unless you have this credential.

  2. Go to Mail flow on the left side and click “Connectors.”

  3. Add a new connector and set the Connection from “Your organization’s email server.”

  4. Name the connector “Furniture Wizard Send Relay” and choose next. Leave the other settings as they are defaulted.

  5. Choose the second option where it is verifying by IP address. Enter the applicable IP address and click the plus sign. Then click next.

    IP Addresses:

    1. Customers should enter their WAN IP address if they have an on-premise server or P2P environment.

    2. If you are a Furniture Wizard Cloud customer, you will need to contact help@furniturewizard.com to complete this step.

  6. Click “Create connector.”

B. Furniture Wizard Configuration

  1. Open Furniture Wizard email settings. Do not use the default Email Server Settings. Be sure it’s disabled.

  2. Open the “Enhanced Email Server Settings” tab and be sure it reflects the settings below. You will find the customer’s MX record in the Microsoft Admin Portal under the Settings, Domains section.

  3. You should now be able to send emails from Furniture Wizard using the customer’s Microsoft 365 account.

This is the end of the SMTP Relay Method. Stop here and you are done.

SMTP Authentication Method

There are 2 main sections to setting up Furniture Wizard to email through Microsoft 365.

  1. You will need to make changes individually to enable SMTP authentication for each user you wish to send out email for Furniture Wizard.

    1. You must use a Global Admin account in order to complete this step.

  2. You will need to log in as each user that you wish to send email out of Furniture Wizard and establish an App Password.

    1. You will need to log into each user and authenticate with MFA if it’s enabled on your tenant.

    2. It would be helpful to complete this process and make a spreadsheet of the app passwords so that you can complete step 3 a little easier.

  3. You will need to configure Furniture Wizard for Microsoft 365. Security MUST already be set up and operational before completing this step.

A. Enable SMTP Authentication for each user.

  1. You will need to log into admin.cloud.microsoft.com as a global admin. If you are not using a global admin account, stop here. You can’t proceed unless you have this credential.

    1. Open the user and click the mail tab. Under the “Email apps” section, click “Manage email apps.”

    2. Be sure that “Authenticated SMTP” is checked and click “Save changes.”

Repeat for each user.

B. Create App Password for each user.

  1. Go to https://mysignins.microsoft.com/security-info for each user. It’s important to note that you do this as the user you are trying to set up as a sender in Furniture Wizard and not the administrator.

    1. Click “Add sign-in method.”

    2. Choose “App Password” and label it “FW App Password.” Save this password to enter it into Furniture Wizard. If “App Password” is not a listed option, the M365 Administrator will need to enable this feature before it will show in the Sign In method list.

C. Set Up Furniture Wizard Email Settings

  1. Open Furniture Wizard email settings. Do not use the default Email Server Settings. Be sure it’s disabled.

  2. Open the “Enhanced Email Server Settings” tab and be sure it reflects the settings below.

  3. Open the Employee Editor and go to the Enhanced Email settings and enter the email address and app password from the above steps. Click exit and test sending.

You are done after this step.