Deploying on Microsoft 365: the complete guide
Everything you need to know for a successful Microsoft 365 integration.
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.
