How to setup send with Outlook

sdelvecchiosdelvecchio Member Posts: 4

While sending an invoice I noticed there is an option to send with Outlook, Gmail or Yahoo, but trying to send using Outlook just takes me to the login for Office 365. Even after logging into my Office 365 account I can't send using Outlook, what settings do I need to change for this to work?

Comments

  • alexlewiszarkosalexlewiszarkos Administrator Posts: 336 admin

    Hi @sdelvecchio . After signing into Office 365 on your computer and clicking "Send with Outlook," where are you redirected / what does the system prompt you to do?

  • sdelvecchiosdelvecchio Member Posts: 4

    It opens another tab which is the Office 365 sign-in again. Even though I'm already signed in on the original tab.

  • Zoe_caffZoe_caff Administrator Posts: 289 admin

    Hey @sdelvecchio, thanks for getting back to us. Can you let me know what browser you are using? Can you ensure you are using an up to date Chrome browser, it is most compatible with Wave. The outlook sign in should just pop up if you're already signed in to outlook, and then open a new message with the link to the invoice. Once you log in, and then go to send with outlook again, does a new message open? Thanks

  • sdelvecchiosdelvecchio Member Posts: 4

    I"m using Chrome version 75.0.3770.80 (64-bit). Here are my steps, login to Outlook and then go into Wave and click the Send Invoice button, click the Send with Outlook from the popup dialog and I'm brought back to a new login page even though I'm already signed into Outlook on another tab. See the attached "steps recorder" zip.

  • BarsinBarsin Administrator Posts: 78 admin

    Hi @sdelvecchio

    I think the issue may be that you're logging in from a different kind of account. I believe you need to log in with a Microsoft account/live/hotmail rather than the Office 365 account. I've posted a link highlighting the differences between a Microsoft account verses an Office 365 account below. Have a look and try logging in with different credentials.
    https://www.brucebnews.com/2013/04/the-difference-between-a-microsoft-account-and-an-office-365-account/

  • sdelvecchiosdelvecchio Member Posts: 4

    I do know the difference between the 2 accounts, Wave is meant as a business application so I assumed it would work with Office 365 since that is Microsoft's business email service as is Google's GApps. Gmail and Live are consumer/personal email services and don't allow business branding.

  • JordanFromWaveJordanFromWave Administrator Posts: 205 admin

    @sdelvecchio thanks for the clarifications here. As you have discovered, Office365 is not a compatible service to send invoices through Wave. Curious if any other members of the Wave community use Office365 and would find a feature like this helpful? If so, feel free to upvote this post and I will check in on it periodically. With enough upvotes, I will be happy to pass along the suggestion to the Product Team.

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