How to Set Up a Licensed Office 365 Mailbox in HaloPSA

Summary

Learn how to set up a licensed Office 365 mailbox in HaloPSA, including app registration, permissions, and configuration steps.

Highlights

• 🔑 Requires admin access to HaloPSA and Azure portal.

• 📧 Set up a new mailbox in Halo by selecting Office 365 Azure.

• 📝 Create an app registration in Azure for Halo integration.

• 🔒 Add necessary API permissions for mailbox functionality.

• 🔑 Generate a client secret for secure access.

• ⚙️ Configure email processing settings in HaloPSA.

• 🚫 Set up dynamic email exclusions to avoid ticket loops.

Key Insights

• 🔐 Admin Access Needed: Ensure you have the proper permissions in both HaloPSA and Azure to avoid setup issues. Admin rights are crucial for configuration.

• 🌐 App Registration Process: Registering an app in Azure is essential to integrate Office 365 mailboxes with HaloPSA. This step enables secure communication between the systems.

• 📑 Permissions Matter: Granting the right permissions (like mail.read or mail.send) ensures the mailbox can function correctly without admin consent issues, which could disrupt email processing.

• 🔑 Client Secret Management: The client secret is vital for mailbox authentication. Set reminders to refresh it as it expires to prevent service interruptions.

• ⚙️ Configuring Email Settings: Properly configuring how emails are processed can streamline ticket creation and acknowledgement, enhancing user experience.

• 🚫 Avoiding Ticket Loops: Utilising dynamic email exclusions prevents unnecessary ticket creation when internal users email the help desk, maintaining system efficiency.

• 📬 Outgoing Email Defaults: Setting the primary outgoing mailbox ensures that replies to tickets are sent from the correct email address, maintaining professional communication.