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Setting Up The Microsoft 365 Email Integration 📧 ​

Send emails from a user in your MSP with our Microsoft mail integration.

⚠️ Important Security Note ​

We very strongly recommend that you limit the application's access to specific mailboxes by creating an application access policy. For more information see Microsoft's official documentation.

📬 Create a Dedicated Mailbox for Triggr Notifications ​

To send outbound emails (e.g. approvals or notifications) via Triggr using Microsoft Graph, we recommend creating a dedicated mailbox such as notifications@yourdomain.com or approvals@yourdomain.com.

This ensures clean separation, improves deliverability, and keeps client-facing communication from workflows consistent.

To create the mailbox: ​

  1. Sign in to the Microsoft 365 Admin Center
  2. Navigate to Users → Active users
  3. Click 'Add a user'
  4. Fill in the details:
    • Username: e.g. notifications or approvals
    • Domain: Choose your primary domain (e.g. @yourdomain.com)
    • Password: Set or auto-generate one
  5. Assign a Microsoft 365 license that includes Exchange Online
  6. Click Finish adding

⚙️ Setup The Integration In Triggr ​

Step 1: Login To Triggr Then Navigate To 'Integrations' In The Sidebar ​

You should see a page with a grid of integrations.

Step 2: Select The 'Microsoft Email' Integration ​

You should then see the Microsoft Email integration configuration page.

Step 3: Click On '+ Configure' Within The Base Configuration Section ​

You should see a configuration section. If you have the Microsoft tenant ID for your MSP to hand, enter it in the TenantID field. If not, proceed to the next step to auto detect it from the domain linked to your tenant.

Step 4: Click On 'Lookup By Domain' To The Right of TenantID ​

You should see a domain lookup section. Enter the primary domain linked with your Microsoft tenant and click 'Lookup'.

Step 5: Your Tenant ID Should Now Be Populated. Click On 'Save Configuration' ​

If it can't find your tenant ID automatically, you'll need to find it from your Microsoft Entra portal.

This will trigger a Microsoft consent dialog that requests permission for the Triggr Mail app within your tenant.

Step 7: Approve The Permissions ​

The Microsoft Email app requests permission to send mail from any user. We'll use an application access policy to lock this down to just the mailbox you setup in a minute.

📝 Create a Sending Profile in Triggr ​

Step 1: Login To Triggr Then Navigate To 'Sending Profiles' In The Sidebar ​

Then click on 'New Profile' in the top right.

Step 2: Enter The Email Of The Mailbox In The Name and From Email ​

Ensure that the profile type is 'Microsoft', enter the email address of the Microsoft user that you want to send from in the name and from email fields, and click 'Create Profile'.

🔒 Restrict The 'Triggr Email' App Registration To Just This Mailbox ​

We very strongly recommend that you limit the application's access to specific mailboxes by creating an application access policy. For more information on how to do this, please see the official Microsoft documentation.

Microsoft Application Details ​

App ID: 93d55b6f-8b1c-41c6-845d-0bd579b3e68b

App Name: Triggr Mail

💡 Best Practices ​

🔐 Security Recommendations ​

  • Use dedicated mailboxes - Never use personal email accounts for Triggr notifications
  • Implement application access policies - Restrict the app to only the mailboxes it needs
  • Monitor usage - Regularly review email sending patterns and volumes
  • Use consistent branding - Ensure all Triggr emails have consistent formatting and branding

📧 Email Configuration Tips ​

  • Set up proper SPF/DKIM - Ensure good email deliverability
  • Use descriptive names - Choose mailbox names that clearly indicate their purpose
  • Test thoroughly - Send test emails to verify everything works correctly
  • Monitor bounce rates - Keep an eye on email delivery success rates

🔧 Troubleshooting ​

Common Issues ​

"Cannot find tenant ID"

  • Verify you're using the correct domain
  • Check that the domain is properly configured in Microsoft 365
  • Try looking up the tenant ID manually in Microsoft Entra portal

"Admin consent fails"

  • Ensure you have Global Administrator permissions
  • Check that the app registration exists in your tenant
  • Verify there are no conflicting Conditional Access policies

"Emails not sending"

  • Verify the sending profile is configured correctly
  • Check that the mailbox has proper Exchange Online permissions
  • Ensure the application access policy allows the mailbox

"Emails going to spam"

  • Configure proper SPF and DKIM records
  • Use a dedicated mailbox with good reputation
  • Avoid sending too many emails too quickly

Need help? Your account manager can assist with email integration setup and ensure your Triggr notifications are properly configured.