Manually Configuring Outlook for Office 365 for Accounts Created Before and After Microsoft’s Latest Update
The following are the exact steps for Outlook on Windows 7. Any other version of Outlook may vary slightly but should be pretty close to these steps. When configuring an Office 365 account (pre or post service upgrade) in Outlook you can use Autodiscovery to configure it automatically for you:
- On the Outlook toolbar, click the File tab. Then, just above the Account Settings button, click Add Account.
- Fill in the information and click Next.
- Click Finish.
You can manually configure the account. Before proceeding you need to determine if your Office 365 account is pre or post upgrade. You can do this by following the directions in this Microsoft article: Am I using Office 365 after the service upgrade?
Step #1 – Find your server information
The first thing to do is locate your server information to plug into your new Outlook profile. Pre-upgrade:
- Login to Office 365 OWA
- Click on the icon on the upper right of OWA
- Click About
- Find the entry for Host name and write it down as you will be using it later.
- Go to https://www.testexchangeconnectivity.com
- Go to the Office 365 tab
- Check Outlook Autodiscover
- Click Next
- Input your information
- Click Perform Test
- On the result page, click Expand All
- Look for the first <Server> tag
It will contain a value like email@example.com. This is your hostname that you will have to use later.
If you do not have autodiscover enabled:
- Open PowerShell and enter the following commands:
- Set-ExecutionPolicy Unrestricted
- $LiveCred = Get-Credential (use your ADMIN credentials)
- $Session = New-PSSession -ConfigurationName Microsoft.Exchange -ConnectionUri https://ps.outlook.com/powershell/ -Credential $LiveCred -Authentication Basic -AllowRedirection
- Import-PSSession $Session
- Get-Mailbox -Identity user_name | select ExchangeGUID
The value displayed will be the hostname that you will have to use later.
Step #2 – Create new Outlook profile
- Open Control Panel
- Click Mail
- Click Show Profiles and type a name for the profile
- Click Add
- Click OK
- Click Manually configure server settings or additional server types
- Click Next
- Select Microsoft Exchange
- Click Next
10. Pre-Upgrade: In the Server box, type the host address that you noted in step 1. Note This name should be the first 10 characters of the host address together with “mailbox.outlook.com.” For example, if the host address is SN2JKD0502.outlook.com/owa, use SN2JKD0502 together with .mailbox.outlook.com. In this example, enter SN2JKD0502.mailbox.outlook.com.
Post-Upgrade: In the Server box, type the host address that you noted in step 1. Note This name should be a series of numbers and characters followed by your domain. For example, use firstname.lastname@example.org.
- Make sure that the Use Cached Exchange Mode option is selected.
- Enter your email address in the field User Name
- Click More Settings
- If you are prompted with an error that the action cannot be completed, click OK
Post upgrade only: Click on Security tab Configure Security settings switching the logon network security to “Anonymous Authentication”
- Click on the Connection tab
- Select Connect to Microsoft Exchange using HTTP
- Click Exchange Proxy Settings
Pre upgrade: In the Use this URL to connect to my proxy server for Exchange box, type the host address that you noted in step 1. Note Enter the host address without the “/owa”. For example, if the host address is “SN2PRD0502.outlook.com/owa”, enter “SN2PRD0502.outlook.com” (without the quotation marks). Post upgrade In the Use this URL to connect to my proxy server for Exchange box, type: outlook.office365.com.
- Make sure to only connect to proxy servers that have this principal name in their certificate check box is selected, and then type msstd:outlook.com.
- Click to select the on fast networks, connect using HTTP first, then connect using TCP/IP check box, and select the on slow networks, connect using HTTP first, then connect using TCP/IP check box.
- In the Proxy authentication settings, click Basic Authentication.
- Click OK twice.
- Click Check Names After the server name and user name are displayed with an underline, click next.
- Click Finish.