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Creating an email account

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Configure an email account to determine the email server and account details for receiving and sending email in your application. These accounts are used in the email listener and email channel to read emails and create or update cases, send automatic replies and notifications, and more.

  1. In the navigation pane of App Studio, click Settings Email accounts .

  2. On the Email accounts page, click New.

  3. On the Email account settings form, in the Account ID field, enter an account ID for the email account to which you want to connect.

  4. In the Account Name field, enter a name that identifies the email account.

  5. In the Account provider section, in the Email provider list, select an email provider.

  6. In the Sender section, in the Send using field, select and configure an email protocol:

    Choices Actions
    SMTP
    1. Select SMTP.

      The sender details are automatically displayed in the SMTP host and Port fields.
    2. In the Identity subsection, in the Email address field, enter the email address that is associated with outgoing email.

    3. In the Display name field, enter the name to display for this sender.

    4. In the User ID field, enter the SMTP user ID that sends email from this host.

    5. In the Password field, enter the sender password.

    6. In the Reply to field, enter the email address to which the recipients of outgoing emails can reply.

      Use a working, valid email address that a person reviews or that the system processes.
    7. Optional:

      In the Connection subsection, edit the information in the SMTP host and Port fields.

      You can use the following default outgoing email connection options:
      • 25 (unsecured)
      • 587 (STARTTLS)
      • 465 (SMTPS)
    8. Optional:

      To use SSL to send email messages through this server, select Use SMTPS, and then configure the connection:

      Do not select this option if the email server uses STARTTLS.
    9. In the Lowest allowable SSL/TLS version field, select the lowest version of the protocol that you want to allow to communicate with an external server.

      The default value is TLS version 1.2.
    10. In the Truststore field, press the Down arrow key, and then select the keystore that holds your truststore certificates.

      If the keystore does not exist, you can create a new keystore by entering a name and then clicking the rule opener. For more information, see Keystores.
    Microsoft Graph
    Microsoft Graph appears only if you select Microsoft Office 365 in the Email provider list in step 5.

    Additionally, Microsoft Graph does not support encryption and signing for outbound emails.

    1. In the Identity subsection, in the User principal name field, enter the user principal name associated with the inbox from which you want to send email.

      For more information, see your Microsoft Office 365 documentation.
    2. In the ReplyTo field, enter the email address to which the recipients of outgoing emails can reply.

      Use a working, valid email address that a person reviews or that the system processes.
    3. In the Connection subsection, in the Authentication profile field, press the Down arrow key, and then select the authentication profile that you want to use for your email account.

      Microsoft Graph connections support OAuth 2.0 authentication profiles that use the Client credentials and Password credentials grant types. For more information, see Configuring OAuth 2.0 authentication for sending and receiving emails by using Microsoft Graph.
  7. In the Receiver section, in the Receive using list, select an email protocol:

    Choices Actions
    POP3 and IMAP
    1. Optional:

      To populate the User ID and Password fields with the user ID and password from the Sender section, in the Identity subsection, select Use sender's ID and password.

    2. To enter an email address and password manually, complete the User ID and Password fields.

    3. In the Connection subsection, in the Host field, enter the POP3 or IMAP mail server host name or IP address to use for incoming email.

    4. In the Port field, enter the POP3 or IMAP mail server port number for email connections.

      You can use the following port numbers:
      • For IMAP servers, ports 143 (unsecured) or 993 (secured with SSL).
      • For POP3 servers, ports 110 (unsecured) or 995 (secured with SSL).
    5. Optional:

      To avoid using SSL/TLS for connections to your IMAP/POP3 server, clear the Use SSL/TLS check box.

    Microsoft Graph
    Microsoft Graph appears only if you select Microsoft Office 365 in the Email provider list in step 5.
    1. In the Identity subsection, in the User principal name field, enter the account ID of the inbox to which you want to connect.

    2. In the Connection subsection, in the Authentication profile field, press the Down arrow key, and then select the authentication profile for your email account.

      Microsoft Graph connections support OAuth 2.0 authentication profiles that use the Client credentials and Password credentials grant types. For more information, see Configuring OAuth 2.0 authentication for sending and receiving emails by using Microsoft Graph.
  8. Click Submit.

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