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Microsoft Exchange - Specifying Advanced Settings

This article explains how to set up advanced settings when connecting a Microsoft Exchange email account to GRIN.

Paden Cooper avatar
Written by Paden Cooper
Updated this week

πŸ“Œ Overview

When integrating Microsoft Exchange with GRIN, the system requires certain server and authentication details so that GRIN can send and receive email on your behalf. Because Exchange environments vary (cloud, hybrid, on-prem), these advanced settings may need to be configured manually.


πŸ”§ Required Advanced Settings

Below are the fields you may need to fill out when setting up Exchange with GRIN:

Server Type

  • Select Microsoft Exchange.

  • This tells GRIN to use Exchange-specific connection protocols.

Server / Hostname

  • Enter the hostname or URL of your Exchange server.

    • For Exchange Online (Microsoft 365):

outlook.office365.com
  • For on-prem or hybrid environments:

    Enter the custom server address provided by your IT team.

Port

Use one of the following depending on your environment:

Environment

Port

Exchange Online / IMAP SSL

993

Exchange on-prem (SSL)

993

Exchange (non-SSL – not recommended)

143

We strongly recommend SSL/TLS connections for secure email syncing.

Security Protocol

  • Choose SSL/TLS if your server supports it.

  • If not available, choose STARTTLS.

  • Avoid unencrypted connections unless absolutely required and approved by IT.


πŸ›‚ Authentication Settings:

Authentication Type

  • OAuth2 (Microsoft 365 preferred)

    • OAuth2 is supported for Exchange Online and provides secure, token-based authentication.

  • Basic Auth / Username + Password

    • Only use if your Exchange server does not support OAuth.

    • Note: Microsoft is deprecating Basic Auth across Exchange Online environments.

Username

  • This must be the full email address of the account you’re connecting, e.g.

Password

  • Use the corresponding email password.

  • If your organization requires app-specific passwords (e.g., MFA enabled), generate and use one.


πŸ“¬ Protocols Supported by GRIN

GRIN supports the following email protocols for Exchange:

Protocol

Used For

Notes

IMAP

Sync incoming messages

Required for reading email

SMTP

Send outgoing messages

Often same server or Office365

OAuth2

Modern authentication

Recommended for Exchange Online


πŸ“Œ Example Configurations

🌐 Exchange Online / Microsoft 365

Setting

Value

Server

outlook.office365.com

Port

993

Security

SSL/TLS

Authentication

OAuth2

Username

Your email address

Password

(OAuth handled via Microsoft consent)


πŸ“Œ Common Issues & Tips:

❗ Cannot Authenticate

  • Check whether Basic Auth is disabled in your Microsoft 365 tenant.

  • Use OAuth2 whenever possible.

  • If you must use Basic Auth, ensure your account has IMAP enabled.

πŸ”’ SSL Errors

  • Confirm that the certificate on your Exchange server is valid and trusted.

  • On on-prem Exchange, certificates expired or self-signed certificates may require IT support.

πŸ“‘ Server Not Found

  • Make sure your DNS and firewall allow external connections to your Exchange server.

  • If you are behind a VPN or corporate firewall, speak with your IT team.


πŸ“ Summary: What You Need to Provide

When configuring Exchange advanced settings in GRIN:

βœ” Exchange server hostname

βœ” Correct port for IMAP/SMTP

βœ” Security protocol (SSL/TLS preferred)

βœ” Authentication type (OAuth2 recommended)

βœ” Valid credentials or OAuth access


βœ… Next Steps

Once the advanced settings are configured:

  1. Save your connection in GRIN.

  2. Test sending and receiving email.

  3. Confirm that campaigns and replies are syncing correctly.


If you need help determining your Exchange server settings or credential format, contact your IT administrator or Exchange support team.

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