Emailgistics Onboarding Pre-flight Checklist

This document is a technical guide that outlines the pre-flight checklist for onboarding Emailgistics with Microsoft 365. It details the necessary configurations and requirements to ensure a smooth onboarding experience. The checklist includes verifying that the organization uses Microsoft 365 Exchange Online, ensuring admin access, and confirming that the mailbox is set up as a shared mailbox. Additional steps include optional configurations such as Active Directory App Registration, ensuring mailbox authentication, and managing user permissions. The guide emphasizes the importance of inbox cleanup, recommending that the shared mailbox's inbox contains fewer than 1000 emails to avoid delays. It also specifies the PowerShell requirements for the Global Admin, including the necessary modules and their installation. Lastly, it addresses Outlook Add-in compatibility, highlighting the need for users to have the appropriate version of Outlook for optimal functionality.