Emailgistics Onboarding Pre-flight Checklist

This document is a technical guide that outlines the necessary steps for onboarding a shared mailbox with Emailgistics. It details the prerequisites for Microsoft 365 configuration, including the requirement for a Microsoft 365 Global Admin to be present during the onboarding session. The guide specifies that the mailbox must be a shared mailbox and provides instructions for verifying the mailbox type. It also includes optional configurations, such as completing the Active Directory App Registration in advance to expedite the process. Additionally, it emphasizes the importance of mailbox authentication and the need for synchronization of passwords in hybrid environments. User permissions are discussed, ensuring that each user has a Microsoft 365 license and appropriate permissions in the shared mailbox. The document advises on inbox cleanup to maintain efficiency during onboarding and outlines PowerShell requirements for the Global Admin. Lastly, it mentions the compatibility of the Emailgistics Outlook Add-in with various versions of Outlook.