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How can I enter custom SMTP settings for our Microsoft 365 account?

How can I enter custom SMTP settings for our Microsoft 365 account?


To support sending email receipts from DonorWise through Microsoft 365, there are two requirements.

#1)  You must be running DonorWise 4.1.19 or newer.  This version adds support for SMTP over TLS 1.2.

#2) You must enable Basic Authentication over SMTP on your MS 365 instance.  

To enable Basic Authentication for SMTP on Microsoft 365

Install-Module -Name ExchangeOnlineManagement -RequiredVersion 2.0.5
Set-ExecutionPolicy RemoteSigned
Import-Module ExchangeOnlineManagement
Connect-ExchangeOnline -UserPrincipalName
Set-TransportConfig -SmtpClientAuthenticationDisabled $false
Set-CASMailbox -Identity -SmtpClientAuthenticationDisabled $false

Be sure to replace with the email address you're using to send receipts from.

Your MS 365 instance may require additional steps.  These instructions were based on this MS article and this MS article.

SMTP Settings

In the Staff Portal control panel, in the SMTP Settings for the Staff Portal and/or Give Site, click "Enable Custom SMTP". 

Then enter the following:

    Port:  587
    SSL/TLS:  True
    Login:  Your email address
    Password:  Your password
    Default "From":  Your email address (with Display Name optionally included)


Then, click "Test Settings" below to make sure everything is working.  Then click "Save Settings".

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