Has anyone gotten this option to work?
It works when I use the Send Test Email button, but everywhere else it never uses anything other than the Account email.
Are you sure that isn’t a custom field somebody added?
What does the field help say? I am looking at both 2024.2 and 2025.1 and do not see that field, that is why I am asking if it is custom.
Do you have a custom layer on that screen? Is it possible that its a built in field but not exposed in the standard UI? What version are you on?
Did you set up the Send As on Microsoft?
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Oh! That is why, thanks.
I have that field on 2024.2.12, but only under Microsoft 365 settings, not under SMTP settings.
(We are only using SMTP, not MS365.)
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KB Article KB0128650 says
To allow other email addresses to display in the From field, select the Use individuals email’s From field check box. If an email address is configured to send email through this Microsoft 365 account, this email address displays instead of the default email address.
So perhaps your users accounts are not setup correctly in M 365
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There is text added on the screen itself that Send On Behalf right has to be assigneed to each user to get this functionality working
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Thank you everyone for the feedback.
Like others have mentioned its a built in feature.
We are on 2024.2.12
I have confirmed that Microsoft 365 is setup correctly and that account has rights to send on behalf of everyone.
I even tested this through Epicor by sending a test email and changing the from field to different email address and it sent the email from the updated email address not the default one.
The issue is any email sent out through the rest of Epicor always comes from whatever you put in that box and not the individual logged in like this setting lends me to believe it should be doing. Unless I’m missing something?
I could be wrong, but my understanding was that “send as” only worked on routings and auto-email BPMs. Any place outside of those two, I always thought could only be from the default account.
yes, it means sender tries to set From field to the value, provided in the message. Without this flag it does not try to do this, because by default that right is not set.
Is is true there’s no way to send-as for built-in SSRS Emails? No way to edit this screen to include ‘From’ or intercept this process to change From address?
Also regarding the send-as flag on M365 settings the KB says this ambiguous word salad:
To allow other email addresses to display in the From field, select the Use individuals email’s From field check box. If an email address is configured to send email through this Microsoft 365 account, this email address displays instead of the default email address.
What does the second sentence even mean?
If an email address (which email address?) is configured to send email through this Microsoft 365 account (which ‘this’ account?, do you mean the account asssociated with the default address? or that associated to the alt address?), this email address (which ‘this’ address displays where?) displays (do you mean simply displays or sends from the account, which sent items box?, what’s the reply-to header?) instead of the default email address.
Is it this:
If there is a From box, the user can enter an alternate From email address. If the account associated to that alt email address has send-as permissions on the account associated to the default email address, then the message will be sent having the alt address as the From value.
or this:
If there is a From box, the user can enter an alternate From email address. If the account associated to the default email address has send-as permissions on the account associated to the alt email address, then the message will be sent having the alt address as the From value.
Okay, but still which account did the sending, where’s the sent item, what’s the reply-to?
