Office 365 and Sage X3

Does anyone have a guide on how to setup Sage X3 with Office 365?  I have looked high and low and have come up empty.  

Thank you in advance.

Shane Hansen

  • 0
    Hi Shane,

    If you are talking about using Office 365 (Exchange Online) for sending email and assuming you're talking on-premise and not cloud, sending directly to Exchange Online from X3 is not possible at the moment.

    An easy way around it is to configure an SMTP server on the LAN to relay the mail to Exchange Online. We have successfully used the IIS SMTP service to do that. There are other third-party utilities available to do the same. Once set up, set the SERMES parameter to the address for the SMTP relay you configured.

    Note that it is important to properly secure the SMTP server to only allow relaying email from the X3 server; last thing you want on your network is an open email relay.

    One more tip - you will need to set up a user with which the SMTP relay will authenticate to Exchange Online. This account needs permission to send email on behalf of the accounts that X3 might use to send email from (X3 users).

    Hope this helps.
    Pierre
  • 0 in reply to Pierre Fourie
    Thank you Pierre -

    It was working and all the sudden stopped a few months back and now I am trying to trace back the issue. Our current environment is Office 365 in the cloud with Sage X3 v7 on premise. I did setup a IIS SMTP to relay to Office 365. In SERMES I have the setting to 127.0.0.1. I verified the user and credentials are correct in office 365 for relay. I also verified the users are listed under "send on behalf". I have been searching for a document that may show what I am missing, most likely its something really simple.
  • 0 in reply to shanehansen1
    Hi Shane,

    Okay, sounds like you have that part sorted. Have you looked at the email log? Set a workflow to debug mode and invoke the email sending. X3 will produce a log of the comms with the SMTP server. If X3 sends the email to the local server without issues, then your problem is either in your SMTP setup or in Office 365.
  • 0 in reply to Pierre Fourie
    Just have solved similar issue on my site.
    First of all - as you mentioned above - need to set up SMTP relay:
    https://goo.gl/gHy8od - described smtp relay settings step by step.
    Very important to chose right authentication depend of your needs to MS Office 365 Exchange:
    https://goo.gl/vJD2q2 - instruction step by step.
    Afterwards - I can recommend to test smtp relay. Here is a instruction step by step how to do it:
    https://goo.gl/DTCKHv

    Scopes for my setup:
    * emails shall be sent to external users
    * sender emails will be different (specified in SAGE workflow email).

    What I found out:
    - for my setup used 3rd connection method, which requires changes in DNS records in domain of my MS Office365 server. First method didn't worked - as it allowed e-mails to be sent out from same e-mail which is authenticate to Office 365 smtp server.
    - during setup, i checked smtp server logs and logged my telnet session to trail connection issues.