Email Integration - Zoho CRM - OAuth and IMAP

Email Integration - Zoho CRM - OAuth and IMAP

Hello,

We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com)

We use Microsoft 365 and per their recommendations (and requirements) for secure email we have disabled basic authentication. Per our Exchange authentication policy (Get-AuthenticationPolicy) assigned to users, the following is set.

AllowBasicAuthActiveSync
 False
AllowBasicAuthAutodiscover
 False
AllowBasicAuthImap
 False
AllowBasicAuthMapi 
 False
AllowBasicAuthPop                  
 False
AllowBasicAuthSmtp                 
 False
AllowBasicAuthWebServices          
 False
AllowBasicAuthPowershell           
 False

Per the documentation at Enable or disable SMTP AUTH in Exchange Online | Microsoft Learn - It looks like if we disable BasicAuthSMTP, it also disables SMTP AUTH. Per the first note on that page.
  1. If your authentication policy disables basic authentication for SMTP, clients cannot use the SMTP AUTH protocol even if you enable the settings outlined in this article. For more information, see Disable Basic authentication in Exchange Online.
All this is to say, when we attempt to follow the steps of Email Configuration for IMAP and POP3 (zoho.com), when we sign in with the OAUTH based configuration, we receive an error. 



I suspect because yes you are using the OAUTH method of signing in, so we don't need to do app passwords, but it is still using the underlying POP/IMAP, which seems to be disabled.

Is anyone else that has the security defaults enabled able to successfully integrate their Office 365 email with Zoho CRM without creating IMAP/POP exceptions for their users?

    Access your files securely from anywhere



                          Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • Sticky Posts

                                                            • Flex Your Creativity – A New component to Canvas in Zoho CRM

                                                              Hello Everyone We’re excited to introduce Flex, a new component for Canvas in Zoho CRM! Flex is here to give you greater control over how your data is displayed in your layouts. This component enables responsive layouts that adapt across different screen
                                                            • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

                                                              Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
                                                            • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

                                                              Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers
                                                            • Enrich your CRM data and keep them updated

                                                              You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
                                                            • Canvas templates can now be shared with different CRM organizations

                                                              ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner





                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ










                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Can we have Backorder Management ?

                                                                                                              Can we have Backorder Management ?
                                                                                                            • Now filter your records by multi-select pick list values from a dropdown with additional operators

                                                                                                              Hi everyone, Here's an update to help you elevate your filtering experience. You can now say goodbye to the cumbersome string values in filtering places for your multi-select picklist fields and say hello to a dropdown interface. It is now possible for
                                                                                                            • Sending Recruit SMS's to Zoho Cliq - Or tracking in the Messages module in Recruit?

                                                                                                              Is there any way to send SMS Gateway messages in Recruit to ZOho Cliq? We use 2-way SMS massages a lot in Zoho Recruit to speed up communication with Candidates. However the only way to keep track of received SMS's is by keeping a look out for the Email
                                                                                                            • CRM->INVENTORY, sync products as composite items

                                                                                                              We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,
                                                                                                            • Add timestamp when checkbox is checked in ZohoCRM

                                                                                                              I have two fields. One is a checkbox field called "Check", one is a formula field called "Date" in my ZohoCRM Leads Module. I want the formula field to AUTOMATICALLY populate with the date when I check the box next to it. Can this be done? 
                                                                                                            • Customer Statement Templates

                                                                                                              Hi  In know that Credit Note Templates have already been proposed but I would also like to see Customer Statement templates as well please. Thanks Gene
                                                                                                            • HTML Email in Zoho Books

                                                                                                              Is it possible to create custom html email template in zoho books. 
                                                                                                            • Agents permission per department

                                                                                                              Hi Team, can I setup permission for each agent what they can do in each department, for example I want account department agents to only have view access to support department tickets and not allowed to assign or reply to clients. I am sure this would
                                                                                                            • Open a popup window from inside Record A and stay on the record after saving Record B

                                                                                                              Hello community, Perhaps you can help me with the following topic. I have a form A with a decision box. When this decision box is checked, a form B pops up. Once Form B is saved, I need to stay on Form A to continue entering data. I've observed the following
                                                                                                            • Don't allow scheduling service on same day

                                                                                                              Is there a way when setting up a Service for people to schedule to not allow them to schedule it for the same day, only a future date? We don't want people scheduling their meeting/service without giving us time to prepare for it.
                                                                                                            • How to get the call recording external ID via desk API

                                                                                                              I have enabled phonbridge integration with Zoom Call. I am trying to access the call recording in Zoom by calling Zoom API. I have built a Desk workflow to trigger on a new call, to call a custom function. when calling the API, the response doesn't contain
                                                                                                            • Presenting the brand new Zoho Bookings!

                                                                                                              Hello everyone, Greetings from Zoho Bookings! We're happy to announce a new version of our product with enhanced features to simplify scheduling, coupled with a sleek interface and improved privacy across teams. Here's what you can expect from the latest
                                                                                                            • Expense Entry Error When Trying To Save (Related To Taxes)

                                                                                                              Hey folks, I've been trying to enter my first few expense entries in Zoho Books and I'm faced with the following error. "You cannot perform tax related operations when you are not registered for tax." But I have my HST/GST enabled and the tax rates are
                                                                                                            • Need the ability to have read only fields on a form.

                                                                                                              There needs to be functionality in Creator that allows a field on a form to be read only. Most screen building software applications have this capability. I know you can hide certain fields from specific users and that you can also make the whole form read only but that's not the functionality I need. I want to be able to create a form where certain fields are editable and other are for display purposes only (read only). For example if the form was displaying information on an item that the user
                                                                                                            • Onboarding Zoho sign documents?

                                                                                                              I was wondering something about using the Zoho sign integration with the candidate onboarding process. We set up the entire onboarding process and we have added documents that the candidate needs to review and sign digitally using Zoho Sign. This part
                                                                                                            • Email Templates - Is There a Ticket Placeholder for Billing Entity ID

                                                                                                              Was looking to add Billing Entity ID as a placeholder in a ZoHo email template. https://help.zoho.com/portal/en/kb/desk/customization/templates/articles/creating-and-managing-email-templates#Guide_to_Placeholders e.g. the placeholder for Account would
                                                                                                            • Integration with Woocommerce

                                                                                                              Hi, Do you have plan to make integration with other e-commerce platforms, for example Woocommerce / Shopify / Magento ?  Thanks. 
                                                                                                            • Se puede mover un Cliente de un modulo a otro personalizado

                                                                                                              Hola, tengo una duda que me gustaría resolver: Actualmente trabajo con dos módulos: Seguimiento de Venta y Cierre de Ventas . Mi objetivo es que, cuando desde el módulo de Seguimiento se marca una venta como "Venta Efectiva" , el cliente sea movido al
                                                                                                            • Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.

                                                                                                              Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.
                                                                                                            • Export Data & Attachments

                                                                                                              Hi, I am wondering whether it is possible to create an export of all data in creator, including attachments, for either backup purposes, or migration purposes. Thanks.
                                                                                                            • Apply partial payments to invoices from the Banking Module

                                                                                                              We need this! Why is this not possible?
                                                                                                            • Zoho Desk: Q1 2025 | What's New

                                                                                                              Hello everyone, Our first release for the year 2025 is here! Check out the Release Notes for more details The diverse capability of AI and its avatars has been the center of attention lately, and we've made some significant strides in this area. We now
                                                                                                            • Feature Request Improve parent-child relationship visibility

                                                                                                              Hi team, The Parent-Child ticket feature is great, but I've struggled to see the relationship between tickets when using ticket list views. It would be a great quality of life enhancement for users if child tickets were nested under parent tickets in
                                                                                                            • What is Resolution Time in Business Hours

                                                                                                              HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistance
                                                                                                            • Issues with Dashboard Filter and KPI in Zoho Analytics (CAGR)

                                                                                                              Hi everyone, I'm trying to build a CAGR (Compound Annual Growth Rate) KPI in Zoho Analytics, but I'm running into some issues with filter synchronization. Here's the scenario: I created two test reports: One that filters results from 2021 to 2025. Another
                                                                                                            • need a third party to fix email authentication dns records

                                                                                                              at my wit's end - zoho began giving me spf, dmarc, dkim errors two weeks ago fussed with it since and now it seems dkim is the only problem and when i added the dkim record with the key from zoho mail it still wont work tired of this, need someone who
                                                                                                            • How do i move multiple tickets to a different department?

                                                                                                              Hello, i have several tickets that have been assigned to the wrong department.  I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?
                                                                                                            • Zoho Books Sandbox environment

                                                                                                              Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a
                                                                                                            • Add Button on Tickets

                                                                                                              is there a way I could add another button on the ticket aside of "closed ticket" only. Like I want to add another button "Send & Pending", "Pending for Response" like that.
                                                                                                            • Enhancements in Canvas

                                                                                                              Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! Reusable
                                                                                                            • Currency fields and decimal places in CRM email templates

                                                                                                              Hi, How do I get more than the standard 2 decimal places showing in a Currency field, on an email template? In the Layout for my Currency field, it is set to 6 decimal places. I want to show up to 6 places in the email template (unrounded). See attached
                                                                                                            • Include Secondary Contacts (CCs) on Workflow Alerts

                                                                                                              Hi There, We use the Supervise Rules and Workflow Alerts to send automated messages to contacts in Zoho Desk. Most often, we are sending the ticket contact (our client) a reminder that we are waiting on their reply to our most recent message. The problem
                                                                                                            • Zoho Desk blank page

                                                                                                              1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS
                                                                                                            • Adding a lead by sending email message

                                                                                                              Hello, Our Zoho Mail is integrated with Zoho CRM (we have Enterprise) and we can add new leads to CRM right from the web interface/panel of Zoho Mail using buttons at the bottom right corner of the screen. This is very handy. We add leads on a regular basis.    I was wondering though if it's possible to add a lead to CRM by simply forwarding an email message to a certain e-mail address. For example, in Evernote one can add a new note by sending an email message (with certain parameters) to a custom
                                                                                                            • Ask the Experts 19: Live Expert Panel Discussion - Inside Zoho Desk Spring Release 2025

                                                                                                              Hello again! Have you ever needed quick insights into key indicators to help manage and streamline specific operations? Have you started using AI to enhance your customer service in Zoho Desk? From configuring simple bots using Guided Conversations to
                                                                                                            • Ability to select Vendor Credits when creating Vendor Payments

                                                                                                              When making vendor payments there should be the option to select open vendor credits, this way the payment shows what bills and credits are being used for the payment Right now the vendor credits must be applied to the bills prior creating a payment,
                                                                                                            • No Sales Returns on SO's with Dropped Shipped items + Inventory Items

                                                                                                              We have encountered an issue in Zoho related to sales orders that include both dropshipped items and inventory items. Specifically, it is currently not possible to create sales returns for the company’s own inventory items from these sales orders. This
                                                                                                            • Show both Vendor and Customers in contact statement

                                                                                                              Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer, 
                                                                                                            • Filter a report for a specific bank and a specific transaction type (interest income)

                                                                                                              I am trying to run a report - any report - on a specific bank account for the interest income. I do not see it as an option. I can see the Bank Account under Account in the Filters, and I can see the Interest Income under Account in the Filters But I
                                                                                                            • ZMA v2 : Unable to delete a trigger from existing journey with several triggers

                                                                                                              I have multiple triggers on a single journey and need to delete one. However there isn't the function to do so, no delete icon or settings bar, no right click options of any kind. Every change I make affects all triggers ... How can I remove one of these
                                                                                                            • Next Page