How to Set Up a Shared Office 365 Mailbox in HaloPSA

Summary

Learn how to set up a shared Office 365 mailbox in HaloPSA, including necessary configurations and permissions.

Highlights

• 📧 Need access to HaloPSA and admin permissions.

• 🔑 Create an app registration in Azure for the shared mailbox.

• 📜 Configure API permissions in Azure for email access.

• 🛠️ Set up mailbox in HaloPSA with necessary details.

• 🔄 Ensure correct permissions for sending and managing emails.

• ⏳ Monitor shared mailbox provisioning times.

• 🚫 Avoid ticket loops by using dynamic email exclusions.

Key Insights

• 🔍 Access Requirements: Having admin access to HaloPSA and Microsoft 365 is essential for mailbox configuration, emphasising the importance of proper permissions in setup.

• 🌐 App Registration: Creating an app registration in Azure is crucial for enabling the mailbox to communicate with HaloPSA, showcasing the integration between platforms.

• 📝 API Permissions: Configuring the correct Microsoft Graph API permissions is vital for email functionalities, indicating the need for precise settings for smooth operations.

• ⚙️ Setting Up Mailbox: Properly filling in shared mailbox information in HaloPSA is key to functionality, highlighting the detailed nature of mailbox management.

• 💼 Send As Permissions: Assigning “Send As” permissions is necessary when using a shared mailbox without a licence, illustrating the workaround for licensing issues.

• ⏳ Provisioning Times: Monitoring shared mailbox creation times is important as delays can impact operations, reflecting the need for timely setup processes.

• 🔄 Preventing Email Loops: Implementing dynamic email exclusions can prevent ticketing loops, demonstrating the importance of managing email interactions efficiently.