The Direct Message Injection (DMI) feature creates a secure link between your KnowBe4 console and your Microsoft 365 Account, allowing us to place simulated phishing emails directly in your users’ inboxes. For more information about DMI and how it is enabled, see our DMI Configuration Guide.
DMI Permissions Requirements and Explanation
The permission request required by our DMI feature is broadly addressed in our DMI Configuration Guide, but the below provides in-depth information. The requested permissions are required by Microsoft 365.
Below is a list of each permission and more details regarding why they are being requested.
Access mailboxes as the signed-in user via Exchange Web Services
Use Exchange Web Services with full access to all mailboxes
Manage Exchange As Application
Sign in and read user profile
How Do I Disable DMI?
DMI can be disabled in your KnowBe4 console by following the steps listed in the DMI Configuration Guide.
If you no longer have access to your KnowBe4 account and would like to disconnect DMI from your Microsoft 365 account, follow these steps:
- From your Microsoft Azure portal, go to Azure Active Directory.
- From the menu on the left, select Enterprise Applications.
- In the list that displays, click on KnowBe4 Direct Message Injection.
- An overview page will open. From the menu on the left, select Properties.
- Click Delete at the top of the page.
Why Isn’t My External Sender Banner Showing on Phishing Emails Sent via DMI?
Since DMI connects directly to your Microsoft 365 account, any filters in place for external emails will not apply to an email delivered using DMI.
If you need to add an external sender banner to your KnowBe4 emails while using DMI, we recommend adding this banner to any of the email templates you would like to use. You can then create phishing campaigns using these custom email templates.
To create custom email templates with an external sender banner, follow these steps:
- First, you’ll need a copy of the HTML for the banner you want to display.
- If you don’t already have the HTML, see our How Do I Copy an Email to a Custom Template? article on how to copy this from an existing email.
- From the Phishing tab of your KnowBe4 console, go to Email Templates, and select My Templates.
- Create a new category specifically for templates with the external sender banner, such as Templates with External Banner.
- Select a template you would like to use from My Templates, System Templates, or Community Templates.
- Edit the selected template to include the HTML of your external sender banner.
- Save the new custom template.
- Move this new template from the Drafts category to the Templates with External Banner category that you created in step 2.
- Repeat steps 4-7 for each email template you would like to use.
- When creating a phishing campaign, select Templates with External Banner from the Categories drop-down menu to send phishing test emails with the external sender banner.