Connect your Microsoft email to Dubsado so you can send and receive client emails right from your account. This works for any email you sign into through Microsoft, including @outlook.com, @hotmail.com, and @live.com addresses, as well as custom domain emails set up through Microsoft Office 365.
Connect your Microsoft account
Navigate to Settings ➔ Emails, or open Messages ➔ Settings. Both take you to the same Emails page.
In the Connect an account section, click Continue with Microsoft. You'll find this alongside a Continue with Google option and a Connect with SMTP link, so choose Microsoft if you sign into your email through Outlook, Office 365, Hotmail, or Live.
You're taken to Microsoft to log in and grant access.
Follow Microsoft's prompts to finish connecting.
Once connected, the section header updates to Connected account, showing the Microsoft logo, your connected email address, and a Disconnect button. Your workspace is now set up to send outgoing emails from your connected address.
Turn on Import contact emails
Turning on Import contact emails brings your contacts' replies into Dubsado, so you can see the full conversation without leaving your project.
From the same Emails page (Settings ➔ Emails or Messages ➔ Settings), find the Import contact emails section and turn on the toggle. This allows Dubsado to access your connected email so that new emails from contacts appear in Dubsado.
If you don't see the Import contact emails option, you may be connected with an older version of the Microsoft integration. In your Microsoft account, turn off email forwarding, then in Dubsado click Disconnect on the connected account and reconnect with Continue with Microsoft to switch to the current connection.
Set up SPF and DKIM
Setting up SPF and DKIM helps your email provider recognize that emails sent through Dubsado are legitimate, which helps keep them out of spam. Whether you need to set anything up depends on the kind of Microsoft email you use.
If you use an email that isn't a custom domain (like @outlook.com, @hotmail.com, or @live.com), SPF and DKIM are handled automatically through Microsoft. There's nothing you need to do.
If you use a custom domain email (@yourwebsite.com) set up through Microsoft Office 365, often through GoDaddy, you'll need to set up SPF and DKIM to keep your emails out of spam. You can check your SPF status in the Email Deliverability section on the Emails page. If you run into an SPF verification error, there are steps to help you resolve it.
Setting up DKIM for a Microsoft account is done entirely through your Microsoft account. Dubsado won't prompt you to configure DKIM.
Test your connection
Once you've connected your account, send yourself a test email to confirm everything works.
Go to Contacts in the sidebar.
Add a test contact using your own email address.
Open that contact and go to the Messages tab.
Click Compose to open the email composer, then click Send.
Check your regular inbox outside Dubsado to confirm the email arrived.
You'll see your contacts' replies to emails you start from Dubsado. If a contact emails you first, that message lands in your Dubsado inbox and in your external inbox.
FAQ
How do I change my email display name?
When you connect a Microsoft email, Microsoft controls the "from" name your clients see on your emails. Change the display name in your Microsoft account settings, not in Dubsado.
I'm running into an error when trying to connect. What should I do?
See troubleshooting your Microsoft connection for steps to resolve common connection errors.