Outgoing Mail Service

EvoERP Help System Overview
1

Outgoing Mail Service

As of 2026.1, we have implemented a new outgoing mail client that supports OAuth2 for Microsoft, Gmail, and other providers and sending mail via Microsoft 365 Graph API instead of SMTP.

New Email Configuration

When running US-A Customize Settings to configure user settings, the email tab now has a new Config 365 button that can be used to configure an account that uses OAuth2 such as Microsoft 365 and Gmail.

Microsoft 365

Before setting this up in Evo, you will need to first configure your mail provider to allow sending the mail as shown below.

Microsoft App Configuration

To send mail via Microsoft 365, you need to register an app in the Entra ID configuration for your organization first. Please follow the steps below to create the app registration.

  1. Open the Microsoft Entra admin center.
  2. Go to Identity > Applications > App registrations.
  3. Select New registration.
  4. Enter a name, for example EvoERP Email.
  5. For account type, choose Accounts in this organizational directory only.
  6. Select Register.
  7. Copy the following two values. We will need them when configuring EvoERP:
    • Application (client) ID
    • Directory (tenant) ID
  8. In the app registration, go to Authentication.
  9. Select Add a platform.
  10. Choose Mobile and desktop applications.
  11. Add this redirect URI: http://localhost
  12. Save the configuration.
  13. In the app registration, go back to Authentication.
  14. Under Advanced Settings at the bottom, set Allow public client flows to Yes.
  15. Save the change.
  16. In the app registration, go to API Permissions.
  17. Select Add a permission.
  18. Select Microsoft Graph.
  19. Select Delegated Permissions.
  20. Add this permission: Mail.Send
  21. Select Add Permission. You may need to select Grand admin consent.

Configure EvoERP

Back in US-A for each user, bring up the MailClient Configuration by clicking the Config 365 button in the email tab and follow these steps:

  1. Change Account Type to Microsoft 365.
  2. Enter the user’s email address in the From email box.
  3. Enter the user’s name in the From name box.
  4. Enter the user’s email addresss again in the Auth user box unless they authenticate with a different name/email address. If you’re not sure, use their email address.
  5. Enter the client ID from the previous app registration setup in the Microsoft cliend ID box.
  6. Enter the tenant ID from the previous app registration setup in the Microsoft tenant box.
  7. Click Save settings.
  8. Click Authorize Oauth. This will open your web browser and have the user authenticate with Microsoft directly. After this process, return to the mail configuration window and confirm that it succeeded.
  9. Click Send test email and see if the email works. If not, contact us so we can assist.
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