Establishing a secure email connection using TLS

Transport Layer Security (TLS) establishes a secure connection from Sage CRM to a mail server. It lets you use Sage CRM with public mail services that require a secure connection such as Exchange Online, hosted Exchange, and Gmail.

There are some points to consider when using TLS with Sage CRM:

• You need the connection details for your mail server. Default SMTP over TLS details for Exchange Online and Gmail are as follows:
  • Exchange Online: smtp.office365.com:587
  • Gmail: smtp.gmail.com:465
• If you're using Gmail, you might need to generate a per-application password to use SMTP. See https://security.google.com/settings/security/apppasswords.
• If you're using Exchange Online, consider the daily send limits.
• Ensure your antivirus software and firewall allow outbound SMTP from the CRM web server.

To use TLS with standard Sage CRM email:

1. Click <My Profile> | Administration | Email and Documents | Email Configuration.
2. Click Change. The Email/SMS settings screen opens.
3. Enter your SMTP username and password.
4. Select Use TLS for SMTP to enable TLS support for the mail server.
5. Enter your SMS domain name and SMTP server for SMS messaging.
6. Select Use TLS for SMS.
7. Click Save.

To use TLS with Email Management:

1. Configure TLS for standard email. See the steps above.
2. Click <My Profile> | Administration | Email And Documents | Email Management Server Options.
3. Click New. You must set up options on the outbound email mailbox first. For more information, see Configuring Email Management.
4. Select Use TLS for POP and Use TLS for SMTP.
5. Click Save.