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Connect your email account with Microsoft
Connect your email account with Microsoft

If you sign into your email through Microsoft, here's how to connect your email to Dubsado.

Charis Barg avatar
Written by Charis Barg
Updated over a week ago

Updated Feb 12, 2024

Connect your Microsoft email to Dubsado. This method will work for anyone who logs into their email through the cloud version of Outlook, including:

  • @outlook.com, @hotmail.com, or @live.com email accounts.

  • custom domain emails set up for Microsoft Office 365 (offered through GoDaddy).


Step 1: Connect Microsoft to send emails

The first step involves connecting your Microsoft email to Dubsado:

  1. Go to Settings > Emails.

  2. Click Sign in with Microsoft.

    screenshot of clicking emails tab in settings to sign in with microsoft
  3. Log in to your Microsoft account.

  4. Follow the prompts to finish setting up the integration.

Your Dubsado brand is now set up to send outgoing emails using your connected email address.


Step 2: See client replies in Dubsado

The next step involves turning on the setting so client replies will appear in Dubsado. To do this, go to Settings > Emails and turn on Import client emails.

screenshot of arrow pointing to important client emails toggle turned on

If you don’t see the Import client emails option, you may be connected with an old version of our Microsoft integration. You’ll need to turn off email forwarding in your Microsoft account, and then disconnect and reconnect in Dubsado:

  1. In your Microsoft account, turn off email forwarding under Settings > View all Outlook settings > Mail > Forwarding.

    arrow pointing to enable forwarding turned off in microsoft
  2. In Dubsado, go to Settings > Emails and click the trash icon next to your email address to disconnect your email. Reconnect by clicking Sign in with Microsoft.


Step 3: Set up SPF and DKIM

Setting up SPF and DKIM helps your email provider recognize that any emails sent through Dubsado are legitimate. In other words, both help reduce your emails from going into spam.

Whether or not you’ll need to set up SPF or DKIM depends on whether you use a custom domain email.

You don’t use a custom domain email

If you are using an email that is not a custom domain email (such as @outlook.com or @hotmail.com) then setting up SPF and DKIM is done automatically through Microsoft. There is no action you need to take!

You use a custom domain email through Microsoft Office or GoDaddy

If you are using a custom domain email (@yourwebsite.com), you will need to set up SPF and DKIM. This is crucial to prevent your emails from being marked as spam by providers such as Google or Yahoo as part of their efforts to enhance email security and authenticity.

To set up SPF, follow Microsoft’s help article to create or update an SPF record or you can follow our help article on adding an SPF record if you run into an SPF verification error.

To set up DKIM, follow Microsoft’s help article to configure and enable DKIM. Please note that setting up DKIM is done solely through your Microsoft account — you won’t be prompted to set up DKIM from Dubsado.


Step 4: Test that your email is connected to Dubsado

  1. Go to Utilities > Address Book.

  2. Add a test client with your email in the email address.

  3. Go to the Emails tab.

  4. Click Send message to send a test email.

  5. Verify if you get the email in your regular inbox outside of Dubsado.

Heads up! You’ll see your client replies to emails you initiate from Dubsado. If a client in your address book initiates the email, it will appear in your Dubsado inbox.


FAQ

How do I change my email display name?

When you connect a Microsoft email, Microsoft controls the "from" name that your clients will see on your emails. Instead of adjusting this in Dubsado, change the display name in your Microsoft settings.

I’m running into an error when trying to connect.

Please see our article on troubleshooting your Microsoft connection for more information.

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