It is possible to email directly via mail server from MoneyWorks using SMTP for Office365.
Using OAuth2 to authenticate
As of 16 September 2024, you must use OAUTH2 login for Microsoft’s public mail servers (password authentication will not work). To use OAuth2, you will need MoneyWorks 9.1.9 or later.
You should also make sure that SMTP AUTH is not disabled on your Microsoft account (it may be disabled by default for some newer accounts). See Enable or disable authenticated client SMTP submission (SMTP AUTH) in Exchange Online
Once you know that you have enabled SMTP on your Microsoft account, in MoneyWorks:
Go to Edit > MoneyWorks Preferences > Emailing
SMTP information is as follows:
- SMTP Server: smtp.office365.com
- Authentication method: OAuth2
Enter your Office365 mail username, then click Authorise…. This will open the Microsoft login page for you to authorise MoneyWorks to send mail from your account.
After authorising, you can click Test to try sending a test email to yourself.
Troubleshooting:
If no connection can be made to the default SMTP port (25) due to local network policy/firewall, you may need to use:
- SMTP Server: smtp.office365.com:587
If you need to troubleshoot connection problems, you can hold down the Shift key when clicking Test. This will log the entire server conversation, which you can see by opening the log file (Help > Support info > Open log file)