Consent

This site uses third party services that need your consent.

Skip to content
Renada

How to Set Up a Licensed Office 365 Mailbox in HaloPSA

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

  • πŸ”‘ Requires admin access to HaloPSA and Azure portal.

  • πŸ“§ Set up a new mailbox in Halo by selecting Office 365 Azure.

  • πŸ“ Create an app registration in Azure for Halo integration.

  • πŸ”’ Add necessary API permissions for mailbox functionality.

  • πŸ”‘ Generate a client secret for secure access.

  • βš™οΈ Configure email processing settings in HaloPSA.

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

Key Insights

  • πŸ” 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.

  • πŸ“‘ 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.

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

  • βš™οΈ 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.

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

Founder & Consultant.
author Connor Fagan Founder & Consultant

Related Tutorials

Billing in HaloPSA - A High Level Walkthrough An in depth walk-through on billing in HaloPSA. View
End User Closure Confirmation and Ticket Hold Reminders in HaloPSA This video discusses the importance of end-user closure confirmation and ticket hold reminders in HaloPSA to enhance help desk efficiency. View
NinjaOne Overview + Setup Instructions - HaloPSA The video covers the NinjaOne integration with HaloPSA, showcasing features, setup instructions, and tips for optimising workflow efficiency. View
You know your shit! You've gotten me to a point in my setup with HaloPSA that multiple other consultants promised, but never delivered on. You delivered!
Leet Services LLC Google Logo

Our Core Services

Offering support to enable sustainable success for your organisation.

Consultation Harness the transformative potential of an agnostic advice tailored to your unique business needs. From PSA implementation to ongoing support, our exceptional consultation services pave the way for extraordinary success. Find out more
Virtual Admin Let us handle the technical heavy lifting. Our expert team builds solutions, creates powerful reports and dashboards, and develops automated integrations - giving you more time to focus on what matters most: your clients. Find out more
Product Onboarding We understand that the first steps in adopting a new product can be daunting, we are here to guide you through every stage of the process with precision and clarity. From initial setup to advanced features, maximise the value of your product from day one. Find out more
Virtual Chief Technology Officer (vCTO) Benefit from a remote and adaptable technology expert to seamlessly combine strategic guidance and effective leadership to propel your business to new heights and empower your organisation’s technology ability. Find out more
Where to next? Get the cutting-edge tools to support your MSP business. Contact us today to receive a bespoke quote tailored to your specific needs.