Pre-requisites for Microsoft 365 integration
Your SuperOffice Online tenant must use IDP authentication.
- Read more about How to configure IDP for SuperID.
- Please use this form to register your IDP for your domain.
When users have successfully logged in using Azure to authenticate to CRM Online, you may start to use the Microsoft 365 SharePoint Integration.
To use the integration
A SuperOffice Online paid subscription (This app is available for all SuperOffice user plans).
A Microsoft 365 subscription (All users of the SuperOffice Online tenant must have and use a Microsoft 365 user account). All Microsoft 365 users need minimum read access to Root of the SharePoint site.
In Microsoft 365: Azure Active Directory (used for authentication) (It is usually called: Active Directory Integration).
To set up the integration
Administrator access to SuperOffice Online tenant with administrator/User-level 0 type access.
A Microsoft 365 Admin account in the domain with Admin rights. This includes admin access to the SharePoint admin center, to configure and authorize SuperOffice to access data stored in your Microsoft 365 cloud during the set-up.
In Microsoft 365: Activate allow user to run custom scripts < 24 h. before setup.
The SuperOffice Archive and the SuperOffice Template folders need to be located on the Root of the SharePoint site, and not as a sub-site or a virtual site. See Troubleshooting tips for more information.
To create new content types (see step 2), you need the SharePoint settings to allow user to run custom scripts activated < 24 h. before setup. You may perform the other steps in the meantime / create new content types at a later time.