Deploying Proofpoint for M365

Step 1: Verify and Enable Domains (M365)
When configuring a new domain for Proofpoint Essentials, all of a customer's domains must be both verified and have the relay enabled so that they can s...
Wed, Apr 1, 2026 at 10:54 AM
Step 2: Update SPF Record (M365)
In order to route your emails outbound through Proofpoint, this step is required to ensure that your messages are not rejected by recipient mail servers as ...
Wed, Apr 1, 2026 at 10:55 AM
Step 3: Sync Mailboxes with Azure Active Directory
Usage Customers hosted on Microsoft 365 may prefer to use Azure Active Directory to sync users and groups to Proofpoint Essentials. This will allow you ...
Wed, Apr 1, 2026 at 10:55 AM
Step 3b: Set Up One-Click Message Pull (Plus Packages Only)
Usage This optional feature, available in environments with Business+, Advanced+ or Professional+ licenses, allows administrators and authorized users t...
Wed, Apr 1, 2026 at 10:55 AM
Step 4: Configure M365 for Proofpoint
Requirements Before proceeding at this point, verify that the following have been completed: All domains have been verified, set to the correct del...
Wed, Apr 1, 2026 at 10:56 AM
Step 5: Test Mail Flow (M365)
Before fully cutting over your inbound mail flow to Proofpoint, it is recommended to run an inbound test to ensure that your mail server is ready to accept ...
Wed, Apr 1, 2026 at 10:56 AM
Step 6: Cut Over Mail Flow to Proofpoint (M365)
Before cutting your mail flow over to Proofpoint, double-check the following: Under Account Management > Features in Proofpoint, the "Enable Ou...
Wed, Apr 1, 2026 at 10:56 AM
Step 7: Lock Down M365 Environment
Locking down your M365 tenant to only accept emails that have routed through Proofpoint's filtering can serve as an additional layer of security. This c...
Wed, Apr 1, 2026 at 10:57 AM
Proofpoint customer setup for Microsoft 365 Integration (MX Deployment)
This guide will explain the process of setting up a new client using MX deployed with Microsoft 365 Integration. Navigate to Customer Management >...
Wed, Apr 1, 2026 at 10:57 AM