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Microsoft Enterprise 365 accounts often block automatic email forwarding by default. You may need administrator access to enable this feature.

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Setting Up Forwarding Rules in Outlook

Follow these steps to create rules that forward newsletters to your Summate inbox:
1

Open Rules Settings

In Outlook Desktop:
  1. Go to File → Manage Rules & Alerts
  2. Click New Rule
In Outlook Web:
  1. Click the Settings gear icon
  2. Select View all Outlook settings
  3. Go to Mail → Rules
  4. Click Add new rule
2

Create a Forwarding Rule

  1. Name your rule (e.g., “Forward Newsletters to Summate”)
  2. Add conditions to identify newsletters:
    • From: Specific sender or domain
    • Subject contains: Newsletter keywords
    • Body contains: “unsubscribe” (use cautiously)
See Filter Tips for smart filtering ideas.
3

Set the Forward Action

  1. Add an action: Forward to
  2. Enter your Summate inbox: [email protected]
  3. Optionally add more actions:
    • Mark as read
    • Move to folder
    • Apply category
4

Review and Enable

  1. Review your rule settings
  2. Ensure “Turn on this rule” is checked
  3. Click Save or OK
  4. Test with a sample newsletter
For detailed instructions with screenshots, see Microsoft’s guide: Manage email messages by using rules

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Troubleshooting: External Forwarding Blocked

If you see this error when trying to forward emails: 
550 5.7.520 Access denied, Your organization does not allow external forwarding.
Please contact your administrator for further assistance. AS(7550)
This means your Microsoft 365 account has external forwarding disabled. You’ll need administrator access to enable it.

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Enabling External Forwarding (Administrator Required)

1

Access Microsoft 365 Defender

Log in as an administrator and navigate to:
  • Email & collaboration → Policies & rules → Threat policies → Anti-spam policies
Or go directly to: https://security.microsoft.com/antispam
Microsoft 365 Anti-spam settings page
If you don’t see these options, ensure you’re logged in with administrator privileges.
2

Edit Anti-spam Outbound Policy

Click on Anti-spam outbound policy (Default) and scroll down to click Edit protection settings.
Anti-spam outbound policy settings
3

Enable Forwarding Rules

  1. Find the Forwarding Rules section
  2. Locate the Automatic Forwarding Rules dropdown
  3. Select On - Forwarding is enabled
  4. Click Save at the bottom
Enabling automatic forwarding rules

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Next Steps

Filter Tips

Learn smart filtering strategies to forward only newsletters

Back to Overview

Return to the main auto-forwarding guide