SAGE 300 EMAIL INTEGRATION

Hello everyone, 

How can I configure email on SAGE 300 under the company profile to invoke the a clients outlook such that also the sent statements are stored on the sent folder in the clients Outlook?

I'm using SAGE 300 2022.

  • Hi  I don't have a copy of Sage 300 2022 handy, but when you go to Common Services I assume your options are SMTP or Microsoft Graph?  As Microsoft Graph can be more complicated to setup, what I do at my client sites is to set up all mail to go out via a generic SMTP address (such as [email protected]) and I create a shared mailbox for the client called [email protected] and put it in the CC field so all sent mail receives a CC in the sent_accounts box.  You could also CC back to [email protected] and put a rule in place to store it in a seperate folder.  Its normally beneficial to have sent statements going back to a shared mailbox because what happens if a staff member is away or on leave?  The emails are stuck in that person's sent items.  However if you really want to go back to traditional sent items etc, use Microsoft Graph integration.