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SmartAdvocate is fully compatible with Office 365 and after the installation there will be additional reconfiguration to be performed if your office uses Office 365. There are several parameters in the System Parameters (Internal) administrative page with the Group Description “Email Settings.” These list the email account and credentials used to send email from SmartAdvocate. The “EmailServer for emails” parameter will definitely need to be updated to reflect the Office 365 SMTP server; the others (in particular the port) may also need to be changed as appropriate.
The SmartAdvocate account needs to be able to send as each other user in Office 365. The users do not need to be able to send as the SmartAdvocate user. The SmartAdvocate@hostname.com address should be added in the Send As list in each individual user’s Mailbox Permissions. You may be able to do this in bulk from the Exchange Admin Center by doing the following:
Go to the Exchange Admin Center, then Recipients, then Mailboxes. Use Shift-click and/or Ctrl-click to select all of the active users in the firm, then go to Mailbox Delegation near the bottom of the panel on the right and click Add. That will take you to “Bulk add delegation,” where you can add SmartAdvocate@hostname.com to the Send As list.
Additionally, Office 365 requires that the account SmartAdvocate uses has permission to Send As every user who is actually using the SmartAdvocate system. Therefore, you will need to go to the Office 365 Admin Center, and for each separate user (other than the one SmartAdvocate itself uses, listed in the parameters noted above), do the following:
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