ACRM Setup Guide: SMTP with OAuth 2.0 for Office 365 - CRM Version 15.24

With Microsoft planning to retire Basic Authentication for Exchange Online SMTP on October 1, 2025, Aurea CRM has introduced full support for SMTP with OAuth 2.0 in version 15.24. This shift is essential to ensure secure and uninterrupted email delivery in environments using Office 365.

Starting with this release, both CRM.Win and CRM.Web platforms support OAuth 2.0 for sending emails via SMTP. The configuration allows per-user email sending, aligns with Microsoft's latest security standards, and is essential for any organization relying on email functionality within ACRM.

What’s Included in the Setup Guide

The guide (available in the Appendix of the 15.24 Release Notes) provides a comprehensive, step-by-step walkthrough for enabling OAuth-based SMTP, including:

• Microsoft Entra (Azure AD) configuration: Registering the app, assigning API permissions, and generating client credentials.

• Exchange Online setup: Registering the service principal and assigning mailbox permissions using PowerShell.

• CRM.Win setup: Configuring the smtp.cfg file for OAuth authentication and applying it across users or groups.

• CRM.Web setup: Updating the web.config to support the new <oauthMailSettings> section, enabling secure mail delivery via token-based authentication.

• Validation & Troubleshooting: Common pitfalls like token issues, invalid configuration, and mailbox permission errors are covered with detailed solutions.

Key Changes Compared to Basic Auth

Summary

This update is not just a technical necessity—it’s a strategic move to maintain reliable communication workflows within ACRM. Whether you're managing user communications, activity logs, or automated messaging, transitioning to OAuth 2.0 ensures continued support beyond 2025.

📎 The full step-by-step instructions can be found in the Aurea CRM 15.24 Release Notes, attached to this article.