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Deploy and Configure the Microsoft 365 Word Add-In for Salesforce Contracts

Deploy and Configure the Microsoft 365 Word Add-In for Salesforce Contracts

Salesforce admins can centrally deploy the Contracts Connector for Word to all or selected users. After it's deployed, users can access and start using the add-in in Microsoft 365 Word.

Required Editions

Note
Note To use a guided setup to integrate Microsoft 365 and Azure, see Set Up Microsoft 365 and Azure Integration Using Guided Setup.
Available in: Lightning Experience
Available in: Professional, Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To deploy and insert the add-in: User without admin privileges in Azure
To add the add-in to your Microsoft 365 Word: Microsoft 365 Word User

You can deploy the add-in from the Microsoft 365 admin center, see Deploy add-ins in the Microsoft 365 admin center, or search for the add-in app in Microsoft AppSource. Salesforce recommends deploying the add-in from the admin center.

  1. Deploy the add-in from Microsoft AppSource.
    1. Log in to your Microsoft 365 account.
    2. Go to the Salesforce Contracts Connector for Word page.
    3. Click Get it now.
    4. Enter your details, and click Get it now.
      The Microsoft 365 admin center opens.
  2. Insert Salesforce Contracts Connector for Word Add-In App into Microsoft 365 Word.
 
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