All Collections
Setup 🛠
Microsoft 365 account setup
Microsoft 365 account setup

How to create and setup Microsoft account

Marija Zivanovic avatar
Written by Marija Zivanovic
Updated over a week ago

Once you connect your domain to Microsoft Workspace, you need to create a new user, assign a license and enable SMTP for this email account.

To do so follow these steps:
​

  1. Go to your Microsoft admin page (login with the admin account).

  2. Click on the Active Users tab under Users

  3. Click on Add a user

  4. Fill out the details (name, display name, and email address), and make sure to choose the correct domain in the domain section:

  5. Buy a license for this new user (if you don't have any available):
    ​

  6. Click Next on the two following steps and Finish adding.
    ​

You have created a new user account now.

Enabling SMTP

  1. The next step is to enable SMTP for this account. Click on the account that you just created, and a side window will appear.

  2. Microsoft will need a few minutes to prepare mail settings for a newly created account, so please wait a few minutes and reload the page.

  3. Go to the Mail tab, and click on Manage email apps:
    ​

  4. Make sure IMAP is enabled and click the checkbox to enable SMTP.
    ​

  5. Click on Save Changes.

  6. Wait one hour for changes to take effect, and add this account to Instantly by using Microsoft connector:

To learn more about connecting Microsoft accounts to Instantly, check this article:
​https://help.instantly.ai/en/articles/6502917-connecting-your-microsoft-365-account-to-instantly-2-0

Did this answer your question?