Microsoft 365
Plan scope, consent, directory mapping, and a staged pilot. Validate in Outlook variants used by your organization.
Read the pilot guide →Provider setup
Provider work belongs in a pilot, not a promise.
Choose the environment you operate, identify a responsible administrator, and verify a small representative group before broad deployment.
Google Workspace
Define the organizational unit or pilot group, configure the approved route, then validate in Gmail clients.
Read the pilot guide →Exchange
Document the supported Exchange topology and review transport/routing implications with the responsible administrator.
Read the pilot guide →Pilot route
Three decisions before a rollout.
This starts a planning path. It does not connect a provider, request consent, or change mailboxes.
Choose the environment
Read the guide that matches your organization and intended deployment mode.
Compare provider guides →Name your pilot owners
Identify an accountable administrator and a small representative group before any access or routing change.
Open pilot checklist →Record client behavior
Test real clients and note what happens with replies, images, and plain text. A browser preview is not proof.
Open validation worksheet →