Set up Outlook as an Email Server

This topic describes how to set up Microsoft Outlook as the email server for Yeastar P-Series Software Edition using modern authentication. This allows the PBX to send and receive emails through your Microsoft account.

Requirements

Platform Requirement
PBX server
Microsoft 365

Procedure

Step 1. Obtain redirect URI from PBX

Obtain the redirect URI from Yeastar P-Series Software Edition, which will be required when registering a Microsoft Entra application later.

  1. Log in to PBX web portal, go to System > Email > Email Server.
  2. In the Type of Email Server drop-down list, select Custom Email Server.
  3. In the Select Email Server Provider drop-down list, select Microsoft.
  4. In the Redirect URI field, select and copy the desired redirect URI.

Step 2. Register an application on Microsoft Entra ID

Register an application on Microsoft Entra ID with the redirected URI provided by Yeastar PBX, then obtain the application authentication information for SMTP settings on PBX.

  1. Log in to Microsoft Azure Portal with the Microsoft Administrator account.
  2. In the search bar, search and select Microsoft Entra ID service to enter your organization's directory.

  3. On the left navigation bar of organization's directory, go to App registrations, then click New registration.

  4. In the Register an application page, configure the registration information for the application, and click Register.

    • Name: Specify a name to help you identify the application.
    • Supported account types: Select Accounts in this organizational directory only.
    • Redirect URI: In the Select a platform drop-down list, select Web, then paste the Redirect URI obtained from the PBX.
    An application is registered successfully, you are redirected to the Overview page of the application.

  5. Note down the Application (client) ID and Directory (tenant) ID of the application, as you will need to fill them into the PBX later.

  6. Generate a client secret for the application.
    1. On the left navigation bar of the application, go to Certificates & secrets > Client secrets, then click New client secret.

    2. In the Add a client secret page, add a description and set an expiration date for the client secret, then click Add.

      A client secret is created and displayed in the Client secrets list.

    3. Note down the client secret's Value as you will need to fill it into the PBX later.
      Important: Record the client secret's value before leaving the page, as the key is only shown once. Otherwise, you will have to create a new client secret.

Step 3. Configure SMTP settings on PBX

Configure the SMTP settings of the PBX with the authentication information obtained from the Microsoft Entra application, so as to set Microsoft Outlook as the PBX's email server.

  1. Log in to PBX web portal, go to System > Email > Email Server.
  2. In the Type of Email Server drop-down list, select Custom Email Server.
  3. In the Select Email Server Provider drop-down list, select Microsoft.
  4. Enter the following authentication information.

    • Tenant ID: Paste the Tenant ID of the Microsoft Entra application.
    • Application (Client) ID: Paste the Application ID of the Microsoft Entra application.
    • Client Secret: Paste the client secret of the Microsoft Entra application.
  5. Click Save.

    You are redirect to the Microsoft Sign-in page.

  6. Sign in with the Microsoft account that has Global Administrator privilege.

  7. In the pop-up window, do as follows to confirm:

    1. Select the checkbox of Consent on behalf of your organization.
    2. Click Accept.
    On the PBX configuration page, the Status field displays Connected, indicating that the Microsoft authentication is successful; The Microsoft Outlook is set up as the email server.

  8. Test if the mail server can successfully send emails.
    1. Click Test.
    2. In the pop-up window, enter a recipient's email address in the Email Address field, then click Test.

Result

A test email is sent successfully using the Microsoft account; The page displays "Success" and the recipient's mailbox would receive the email where the sender name and email address are the Microsoft account's display name and user principal name respectively. For example, admin<admin@ursaconn.onmicrosoft.com>.
Note:
  • If you want to change the sender name of the emails sent by the SMTP server, change the display name of the Microsoft account, as shown below:

  • If the test email is failed to be sent, the page displays "Failed to send" and prompts you an error message.