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Connect to Microsoft 365

  1. Exclaimer Knowledge Base
  2. User Manual
  3. Settings
  4. Mail Flow
Ari Flavell
  • Updated

Description

This option allows you to configure Server-Side signatures for Microsoft 365 after the initial onboarding.

In server-side, signatures are applied to all email messages via Exclaimer's Cloud service, irrespective of which browser/device/email client is used.

Select an option below to view the related instructions:

How to access it

To access Connect to Microsoft 365 (server-side): 

  1. From the header bar, select the cogwheel icon to open the Settings menu, then select Mail Flow.
     
  2. Locate the Connect to Microsoft 365 section.


    The Connect to Microsoft 365 section
     
Configuring Server-Side signatures after the initial onboarding
Pre-requisites
For Server-Side signatures, it is important to update the Sender Policy Framework (SPF) record for each domain from which you send emails. Without this, messages may be marked as spam by recipients. 
For more information, see:
Exclaimer Simple Mail Transfer Protocol (SMTP) host list and Internet Protocol (IP) Whitelist
How to update the Sender Policy Framework (SPF)

To configure Server-Side signatures:  

REQUIRED! You need to use your Microsoft 365 Global Administrator credentials to configure your Exclaimer - Signatures for Microsoft 365 subscription. 
  1. Select the Send all email to Exclaimer checkbox to send all your company emails to Exclaimer to process.
    De-select to send only emails from specified groups to Exclaimer.
     

  2. If only sending email from specified groups, in Test Group Name, enter the name of the mail-enabled group whose user emails need to be processed by Exclaimer. Select the group from the predictive text list.

    NOTE: If you enter a group name that does not already exist in your Microsoft 365 tenancy, a new mail-enabled group will be created. However, you will need to add members to this group on Microsoft 365 once the setup of Exclaimer is complete. For more information on creating groups, see How to create a mail-enabled security group.
  3. Select Connect.


    Select Connect.
     
  4. Log in as a Global Administrator. Select the required Microsoft account.


    Select a Microsoft account.
     

  5. This opens the Permissions requested window. Select Accept. For more information on permissions used, see Exclaimer Microsoft 365 application permissions. 


    The Accept Permissions request. 

    Another Permissions requested window is displayed. For more information on permissions used, see Exclaimer Microsoft 365 application permissions. 
     

  6. Select Accept.


     

  7. Wait for the configuration process to complete. Progress is indicated by a spinner.

    CAUTION! Your organization may need to be hydrated to allow the connector setup to run. This process is automatically triggered and can take up to 1 hour to complete in Microsoft 365. 
    For detailed information on hydration, see: Configuration Failed: [Your organization was not hydrated. Hydration in progress. Please try again later] and the Microsoft TechNet article. 

    Once the configuration to route the emails to Exclaimer is complete, a Configuration Successful message is displayed.