Description

Secure, seamless Office365 email integration for vTiger CRM

The Office365 OAuth Outgoing Mail feature allows users to authenticate using Microsoft OAuth 2.0 and send emails directly through the Microsoft Graph API instead of using a traditional SMTP username/password.

This provides a more secure and modern email-sending experience aligned with Microsoft 365’s security standards.

The feature supports token-based authentication, background token refresh, secure credential handling, and deeper integration with Outlook mail accounts.

Key Features

Secure Login with Office365 (OAuth 2.0)

• Users can log in using their Microsoft 365 account without entering or saving passwords.
• Authentication is fully handled by Microsoft’s secure OAuth system.

Email Sending via Microsoft Graph API

• Emails are sent using the Microsoft Graph API instead of SMTP.
• This ensures higher reliability, faster delivery, and compliance with Microsoft’s modern authentication requirements.

Automatic Token Refresh

• Access tokens are refreshed automatically in the background.
• Users do not need to log in again unless their session expires or permissions change.

Secure Token Storage

• Tokens are stored securely in the CRM database.
• No password is saved, ensuring maximum security and compliance.

Individual User Authentication Support

• Each user can authenticate independently with their own Office365 account.
• Emails sent manually or via workflow will use the authenticated user’s account.

Easy Re-Login and Disconnect Options

• Users can disconnect their Office365 account anytime.
• Re-authentication can be done with a single click.

Note : 

This Office365 OAuth feature is designed only for email sending:

• From default and custom entity modules inside Vtiger
  
• Through the Send Email pop-up
  
• Through Workflows that support Office365 authentication
  
• Through any modules that use Vtiger’s standard mailer
  

This feature will not work with:

• Any third-party extensions
  
• Custom plugins that bypass Vtiger’s default mailer system