Configuring the P11D Organiser with an Outlook Client

If you have a local Outlook client that you use for email, you can use this to send emails from the P11D Organiser if you so choose. This option means that the individual's mailbox will be used to send the mails out, and again, if you want to send from a shared mailbox, you will need to ensure the local user has the rights to send via that mailbox (see later).

Configuring the P11D Organiser is achieved via the email settings page (Admin> Email Configuration and Settings):

This option will bring up the settings window - select Microsoft Outlook from the drop down:

If the local Outlook client is being used, some of the fields on the Email tab will be pre-filled when you select Outlook. If you want to put in a different Reply to address that's fine and if you wish to send on behalf of, ensure you have rights to do so.

You should then send a test email to a known contact.

Depending on your system, you may be prompted to allow access to the application - access needs to be granted. You will see that the Email from and Sender Name boxes are now dimmed, which should indicate that connection was successful.

If you have selected the option for HTML formatting for the email, you MUST ensure that the Use Automation check box is also selected:

Configuring a shared mailbox access in Office 365

To be able to send emails in Office 365 from a 'shared mailbox' you will need to ensure the user that is sending the email has permissions to send as the shared mailbox.

In the Office 365 Administration centre, you need to select the shared mailbox and edit the entry:

From the mailbox setup area, you need to ensure that user that is trying to send the mail from within the P11D Organiser is listed in group with privileges to send.

Once you have added the account to the members list you will have to navigate to the "Manage mailbox permissions" section and add the accounts to the "Send on behalf of permissions".