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Has anyone tried setting up the personal user emails based on the update that was provided in the 23R2 release? We have been trying to do this in the sandbox and it has not been as simple as it was made to sound. I'm trying to figure out if there is something that we are missing causing this to still be a nightmare. Based on our findings it all comes down to an issue with the Microsoft Authenticator Oauth2. Having the user email functionality was one of the main reasons we decided to move forward with the 23R2 upgrade. Thank you!
We set it up for one user. My only compliant so far is that it doesn't override the system default email account (that I can find). So the user has to select it to use it. Ideally the system would default to a personal email account if it exists for a user.
@kevin-halme Thanks, Kevin. How long did it take to set up the user? We thought that this would be a couple minutes per user with the upgrade, but our IT department is thinking about an hour each due to the issue with the Microsoft Authenticator.
I'd guess 20-30 minutes but the user was in the same room, so it was easy to setup the MFA.
I found the option to default the personal email account under the My Profile options for the user.
I'm sure I can look it up; what did they add? We're on 23R1. The idea of setting up email sync for all of our users was scary at best, so we went the "easy" route and just setup an outbound email entry for each user that talks to the O365 SMTP server. We don't sync, and without some fancy rules responses don't feed back into Acumatica and to the original documents, but at least we now have our quotes sending out from our salespeople instead of from a system account.