Sending Acumatica Email with Office 365
We use Office 365 for email and Acumatica for ERP. It's a great combination.
I noticed that Acumatica has the ability to send email directly from Acumatica if you setup the email accounts in the System Email Accounts (SM204002) screen, but I can't figure out how to get it to work with my Office 365 email account.
I was able to get Acumatica to work with my Office 365 email.
See below for the settings that I used. Note the green check in the upper-right which was the successful result of clicking the TEST button.
Note that these settings work both for sending email out and bringing email in. If you want to activate inbound email, you just have to check the Activate Incoming Processing checkbox on the Incoming Mail Processing tab. In addition to the automatic processing options on the Incoming Mail Processing tab, you could also just have the email get read into a queue which you can view in the Incoming (CO409000) screen, then you can do things with the email by clicking the CREATE button on that screen. You could even customize that CREATE drop-down to add additional actions.
Exchange integration is needed if you want to sync emails, contacts, calendar events, etc. back-and-forth between Acumatica and Exchange. But not needed for what is mentioned above.
But access to the System Email Accounts (SM204002) screen is available in every Acumatica SKU as far as I'm aware. Setting up emails in this screen allows you to use the SEND button on reports to send the report as an email directly from Acumatica. It can also read inbound email as mentioned about.
Is there a way to get the email sent from acumatica to show up in the sent folder in outlook history?
If you setup your own office 365 account as a System Email account and used it for sending, then sent emails should be recorded in your office 365 account (and you would see them in Outlook).