Migrate from Mail Integration for Office 365 / Outlook to WPO365 | MICROSOFT GRAPH MAILER

Use of this guide

Use this guide if you are currently sending WordPress emails using the Mail Integration for Office 365/Outlook plugin (originally developed by Edward Cross) and now would like to migrate to the WPO365 | MICROSOFT GRAPH MAILER plugin. Also make sure to watch the companion video for this article https://youtu.be/EvNajsDenZM.

Why migrate?

  • Early November 2022 ownership of the Mail Integration for Office 365 / Outlook plugin transferred to WPO365. At that time the plugin had not been tested with the latest 3 major releases of WordPress.
  • The Mail Integration for Office 365 / Outlook and the WPO365 | MICROSOFT GRAPH MAILER plugin for WordPress both offer essentially the same functionality and implement the same use case(s).
  • WPO365 has a premium extension (see WPO365 | MAIL for details and pricing) that allows customers to extend basic functionality with the following features:
    • Send attachments larger than 3 MB.
    • Send emails from a Shared Mailbox.
    • Allows administrators to store Azure AD related secrets in /wp-config.php.
    • Mail audit / resend functionality.
    • Allow forms (e.g. Contact Form 7) to override From address.
    • Configure a Default Reply-To field.
  • WPO365 is dedicated to providing users of its products with a reliable and reasonably fast support service. As such, WPO365 is dedicated to:
    • Provide help with questions in relation to installation and configuration of the.
    • Respond to changes in the eco-system e.g. new WordPress versions and changes to Microsoft's unified API.
  • WPO365 is committed to provide (best effort) support for the Mail Integration for Office 365 / Outlook plugin until the end of 2023 at best effort. After that date, however, users are urged to have migrated to the WPO365 plugin to keep receiving support.

How to migrate

We have tried to make migrating from the Mail Integration for Office 365 / Outlook to WPO365 | MICROSOFT GRAPH MAILER as easy as possible for you.

Before you migrate

  • The Mail Integration for Office 365 / Outlook is installed and configured.
  • You have updated it to the latest version 1.9.0.
  • When you navigate to WP Admin > Settings > Mail Integration 365 Settings you see the notice below.

Step 1 - Installation

To install the  WPO365 | MICROSOFT GRAPH MAILER plugin manually, please perform the following steps.

  • Navigate to WP Admin > Plugins > Add new and search for WPO365.
  • Locate the WPO365 | MICROSOFT GRAPH MAILER plugin and click Install.
  • Once the installation completes you must click Activate to complete the installation.

Please note 

The WPO365 | MICROSOFT GRAPH MAILER is a spin-off from the popular WPO365 | LOGIN plugin that enables Microsoft 365 / Azure AD based Single Sign-on (SSO) for WordPress. If you plan to implement Microsoft based SSO for your website as well, then you should install and activate the WPO365 | LOGIN plugin instead. It includes the same Microsoft Graph Mailer component.

Step 2 - Enable Sending emails with Microsoft Graph.

Perform the following steps to enable the the  WPO365 | MICROSOFT GRAPH MAILER to send emails with Microsoft Graph.

  • Navigate to WP Admin > WPO365 > Mail.
  • Operate the toggle to Enable sending emails with Microsoft Graph.

Step 3 - Import OAUTH settings

Perform the following steps to import the OAUTH settings of the  Mail Integration for Office 365 / Outlook plugin.

  • Navigate to WP Admin > WPO365 > Mail.
  • Click Import to import the OAUTH settings of the Mail Integration for Office 365 / Outlook plugin.

Please note

  • By default, the Import Tool will import the settings, then delete them and finally de-activate the Mail Integration for Office 365 / Outlook plugin. You can change the Import mode but only if you have a good reason to do so.
  • If no OAUTH settings were found, then the Import Tool as shown above will not be visible.
  • The Import Tool will reload the current page upon completion. If the import was successful, then the Import Tool will not be visible anymore (because the OAUTH settings were deleted). Instead, the WPO365 | MICROSOFT GRAPH MAIL will appear configured, as shown below.

Step 4 - Configure a Microsoft 365 mailbox / user account

Perform the following steps to configure a Microsoft 365 mailbox / user account.

  • Navigate to WP Admin > WPO365 > Mail.
  • Enter a valid Microsoft 365 user account with enable mailbox as the Default "From" address (send mail as).

Step 5 - Authorize / Connect to Microsoft Graph

Perform the following steps to authorize the WPO365 | MICROSOFT GRAPH MAILER plugin to send WordPress email as the user whose account you entered in the previous step.

  • Navigate to WP Admin > WPO365 > Mail.
  • Click the Authorize button to right of the Default "From" address (send mail as) input field. This will bring up a dialog. Confirm by clicking Authorize again.
  • This will redirect your browser to login.microsoftonline.com and you are asked to authenticate as the user whose account you entered in the previous step.
  • After you authenticated successfully, your browser will be redirected back to your WordPress website and eventually the WPO365 | MICROSOFT GRAPH MAILER configuration page will be loaded. If you have previously registered the WordPress application successfully in Azure AD then the authorization should have been successful. 

Please note

  • If authorization was successful, you see Authorized! to the right of the Authorize button. 
  • If you want to delete an existing authorization object, then you can simply uncheck the corresponding option e.g. Delegated permissions.
  • You can re-authorize any time you want (but under normal circumstances there is no need to repeat the authorization because the plugin will refresh the authorization automatically using a so-called refresh token).

Step 6 - Send Test Email to validate the configuration

  • To test the configuration, you can enter comma separated email addresses for the following recipients:
    • To recipients
    • CC recipients
    • BCC recipients
  • Optionally you can also add an attachment when sending the test email.
  • Finally click Save configuration + Send test email and wait for the corresponding Feedback.

Next steps

Please consult configuration guide for the WPO365 | MICROSOFT GRAPH MAILER to learn about all possible configuration options.

The already rich feature set of the  WPO365 | MICROSOFT GRAPH MAILER plugin can easily be extended with the premium WPO365 | MAIL plugin. This extension adds the following features:

  • Send attachments larger than 3 MB.
  • Send emails from a Shared Mailbox.
  • Allows administrators to store Azure AD related secrets in /wp-config.php.
  • Mail audit / resend functionality.
  • Allow forms (e.g. Contact Form 7) to override From address.
  • Configure a Default Reply-To field.
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