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Microsoft 365

Deploying on Microsoft 365: the complete guide

Everything you need to know for a successful Microsoft 365 integration.

10 min read
Level: Advanced

This guide is for Microsoft 365 administrators who want to entrust signature management to SIGNESTO.

How the integration works

SIGNESTO relies on a multi-tenant Microsoft Entra application. After your administrator consent, it reads the directory (users, job titles, departments) to generate signatures. An Outlook add-in then applies the up-to-date signature when messages are composed.

Prerequisites

  • A Global Administrator or Application Administrator role in Microsoft Entra.
  • A SIGNESTO Business or Enterprise subscription.
  • Completed user profiles: job title, department, phone if applicable.

Step 1: connect Microsoft 365

In « My integrations », click « Connect » next to Microsoft 365. Sign in with an administrator account and grant the requested permissions. The first sync starts automatically.

Step 2: check the sync

Review the list of imported employees and the matching between directory departments and SIGNESTO departments. If needed, exclude shared mailboxes and technical accounts.

Step 3: assign templates

Choose a default template for each department. Employees without a department receive the company's default template.

Step 4: deploy the Outlook add-in

From the Microsoft 365 admin center, under « Integrated apps », deploy the add-in for all or some users. Propagation can take a few hours.

Step 5: verify

Compose an email from Outlook on the web, Outlook for Windows and Outlook for Mac. The signature should appear automatically.

Troubleshooting

  • The signature does not appear: check that the add-in is assigned to the user.
  • The information is incorrect: fix the profile in Microsoft Entra; the next sync will update the signature.
  • Revoking access: disconnect the integration in SIGNESTO or delete the application in Microsoft Entra.

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