How do I set up the Microsoft 365 integration?

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How to set up the Microsoft 365 Integration

Note: If you are not the Microsoft 365 admin at your organization, please scroll down to the section below titled “What if I’m not a Microsoft 365 admin at my organization?”

Benefits of Microsoft 365 integration:

  • It enables you to add/remove team members from all email addresses under your company domain, privately, without needing to send invites.
  • Users added via this method will not need to periodically log back into EmailAnalytics to refresh data access permissions.
  • You can add or remove people as you like, whenever you want, instantly.

 

Step 1. Click the Integrations page in your left navigation.

Step 2. Click the “Authenticate” button in the MS365 integration box.

Step 3. Select your MS365 admin account and complete sign-in.

After you complete the short tutorial, you’ll see a table that lists your MS365 admin accounts, and a tab that lists all your email addresses under that account.

Step 5. Click your “MS365 User List” tab

Step 6. Tick the box next to each email address you want to add to your EmailAnalytics account.

Step 7. Click Save.

MS365 integration

That’s it! You’ll then be able to manage your added users via the Teams/Users area.

What if I’m not a Microsoft 365 admin at my organization?

If you aren’t a MS365 admin at your organization, follow these steps instead:

Option 1 (best if you are in the same physical office location as your MS365 admin):

Step 1. Figure out who your MS365 admin is at your organization. Typically it’s someone in the IT department. Ask them to join your at your computer for the next few steps.

Step 2. Sign in to your EmailAnalytics account.

Step 3. Click the Integrations nav button, click the “Authenticate” button, then click “Sign in with a different account” and ask your MS365 admin to sign in with their MS365 admin account. Ask them to follow the on-screen prompts to complete the MS365 integration (takes about 30 seconds).

Step 4. After that process is complete, your MS365 admin’s work is done and they can leave if they want to.

Step 5. You will then be taken automatically to the new MS365 User List, which will show you all inboxes in your organization. Check the box next to the inboxes you want to onboard into EmailAnalytics, then click Save.

Step 6. You’ll notice your MS365 admin is now an active user in EmailAnalytics. To maintain the MS365 permissions, they will need to remain a user in your EA account. If you prefer that they do not receive any email reports, and that their email activity is not tracked by EmailAnalytics, you can do so by going to Team Management / Users / Click the gear icon next to their name / click Manager Roles / Click “Disable Sync.”

Option 2 (best if you are not in the same physical office location as your MS365 admin):

Step 1. Sign into EmailAnalytics and invite your MS365 admin to your EmailAnalytics account via the Teams/Invited Users page.

Step 2. Once they accept the invite and sign in, grant them “Team Management” permissions (via the Teams/Users page). You can do so by going to Team Management / Users / Click the gear icon next to their name / click Manager Roles / Click “Team Management.”

Step 3. Ask them to sign out of EA and then sign back in to update the new permissions.

Step 4. Ask them to click the “Integrations” button in the left navigation bar, then click the “Authenticate” button in the MS365 box. Then, they’ll need to follow the on-screen steps to complete the MS365 integration (takes about 30 seconds).

Step 5. After that integration is complete, you can then visit the Integrations page and click “Manage Integration” to add and remove any email addresses you want to be tracked.

MS365 manage integration

Note: To maintain the MS365 permissions, your MS365 admin will need to remain a user in your EA account. If you prefer that they do not receive any email reports, and that their email activity is not tracked by EmailAnalytics, you can do so by going to Team Management / Users / Click the gear icon next to their name / click Manager Roles / Click “Disable Sync.”

FAQ

After my IT person is done setting up the MS365 integration, can I revoke their “Team manager” permissions or remove them from EmailAnalytics?

You can revoke their “team manager” permissions (via “Manager roles”) and the MS365 Workspace integration will remain active. Doing so will ensure that they are only able to see their own email analytics — none of the other members of your account.

However, you cannot remove them from EmailAnalytics or the MS365 integration will become unlinked. They will need to remain a user in your EA account. If you would prefer that they do not receive any email reports, you can turn off email reports for them by going to Team Management / Users / Click the gear icon next to their name / click Manager Roles / Click “Disable Sync.”

Questions? Shoot us an email at info@emailanalytics.com and we’ll gladly help!

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