This is for Cloud-based (OWA) apps only.
If you are using desktop software installed on your computer, do not follow these instructions. Instead, follow instructions for Outlook installed locally on your computer.
In Treasury Software:
When setting up Office 365 Outlook as the email host, after activating the email feature on the first screen, select 'Cloud-based Office 365 Outlook' on the second screen.
Screen 4 is for the email template and logo options.
On Screen 5, you will want to create an App Password [see below] for your Office 365 Outlook account:
Continuing on Screen 5:
On the next tab ('Server Name'), you'll enter 'smtp.Office365.com' as the Outgoing Mail Server.
On the next tab ('Server Security SSL'), be sure to check both boxes:
Continue through the Email Setup wizard until you can click 'Finish'.
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To create app passwords using the Office 365 portal
Note: You only need to create/enter an app password if Multi-factor authentication (MFA) is on for your entire organization.
If it is not enabled you can simply use your password - and do not need to follow the steps below.
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Sign in to your work or school account, go to the My Account page, and select Security info.
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Select Add method, choose App password from the list, and then select Add.
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Enter a name for the app password, and then select Next.
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Copy the password from the App password page, and then select Done.
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On the Security info page, make sure your app password is listed.
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Copy and paste the app password into Treasury Software as noted above.
