Microsoft will be changing the authentication for Outlook emails, including O365, to use OAuth 2.0. OAuth 2.0 provides more secure access to your email from a third-party program like Infinity.
Enable OAuth 2.0 in Microsoft 365
Add Your Email Information to Infinity
| IMPORTANT: For lead email addresses, you must turn off Multi-factor Authentication (MFA) in Microsoft Outlook and verify the account is updated to use Oauth in the Infinity program. To do this, you will need to know the password for your leads account. |
Why the Change?
Microsoft is changing how third-party programs like Infinity will connect to Outlook email. This helps keep your business email and information more secure.
When users open their email in Infinity, they will receive a Microsoft prompt to login.
Once logged in, Infinity will save a token until the Microsoft timeout occurs. This is based on a “Refresh Token Lifetime” setting for the Microsoft account. This is set by the Microsoft or email administrator for the dealership.
An additional benefit to using OAuth 2.0 is that users can recover email passwords on their own if they forget their password.
Enable OAuth 2.0 in Microsoft 365
IMPORTANT: Microsoft will be rolling out the change to OAuth 2.0 beginning on 10/01/2022. The steps in this section may not be necessary if your account has been automatically changed to modern authentication. If this is the case, please skip to the steps to add your email information to Infinity.
- Open the Microsoft 365 Admin Center.
- Expand Settings and click on Org Settings
- Select Modern authentication
- Turn on the modern authentication for Outlook 2013 for Windows and later option.
- Click on the Save button.
Add Your Email Information to Infinity
| IMPORTANT: For lead email addresses, you must turn off Multi-factor Authentication (MFA) in Microsoft Outlook and verify the account is updated to use Oauth in the Infinity program. To do this, you will need to know the password for your leads account. |
While you are connected to the Infinity RDP, In the lower right part of your monitor window is the system tray. A black and teal icon will appear close to where the time is shown. (If you do not see the icon, open the CRM module first. The reminders program opens when CRM is open).
- Right-click on the icon to open a menu.
- Select Open Reminder Wizard from the menu.
- Enter your credentials if prompted for the username and password. The Reminders Wizard window will then open.
- To add an account, choose the radio button labeled Add a New Email Account. To update an existing account, choose the radio button to View or Change Existing Email Accounts.
- Click the Next button in the lower right. This will open a new window.
You will need to enter your Microsoft O365 information into the email screen.
- Enter your name into the Your Name field.
- Enter your email address into the Email Address field.
- Check the box to use this email address as your Default email.
- Select the Infinity Security User for whom this email address is being created.
Incoming Server Information
- The email type must be set to IMAP. POP3 is no longer supported.
- Check the box that the Server Requires A Secure Connection.
- Above, enter the incoming server: outlook.office365.com and enter the port number: 993
- Select the Auto option in the SSL Authentication Mode dropdown.
- Set the Authentication Mode to oAuth2.
Outgoing Server Information
- Check the box that the Server Requires A Secure Connection.
- Above, enter the outgoing server: smtp.office365.com and enter the port number: 587
- Select the UseStartTls option in the SSL Authentication Mode dropdown.
- Check the My Server Requires Authentication box.
- Set the Server Authentication Mode to oAuth2.
- Enter the user's email address in the User Name field.
- Leave the password field blank.
Test The Email Connection
- Click the Test Account Settings button in the lower left.
Note: This only tests the incoming server settings.
- After confirming the test passes, click the Next button. This will move to a screen where you can choose delivery and server options.
The option to Retrieve All Emails is checked by default. If you are using Infinity as your primary email client (where you read your messages) and you want all of your emails to show in the program, leave this option checked.
- Click Finish.