Manual Integration of Microsoft 365 Azure with Salesforce

Use the Salesforce Contracts Connector for Word add-in to quickly and efficiently design and maintain document templates. Also, create, and edit contract documents using the Word features in Microsoft 365.

Important If you are a new customer, Salesforce recommends using guided setup to integrate Microsoft 365 and Azure, see Set Up Microsoft 365 and Azure Integration Using Guided Setup.

Note If you’re an existing customer who set up the integration with admin privileges, you can update to use minimum privileges for setup, see Update Microsoft App Registration to Use Minimum-Privilege Permissions.

1. Configure a Microsoft Azure App Manually
   Configure a Microsoft Azure app to establish a connection between Salesforce and Microsoft.
2. Configure an Auth Provider for Microsoft App Manually
   Add an Auth Provider credential to establish a secure connection between Salesforce and Microsoft.
3. Create a Named Credential for Salesforce Contracts Connector for Word Add-in Manually
   Add a Named Credential to use the External Document Storage Configuration. You have to specify the Microsoft OneDrive location in External Document Storage Configuration so that the generated contract documents and document templates are stored in a single location. Ensure that the user authenticating the named credential after creating a named credential is the same user who created the Microsoft Azure app and has User Administrator permissions in Azure.
4. Create a SharePoint Site Manually
   Create a site in SharePoint to store document templates and contract documents.
5. Configure External Document Storage for Contracts Manually
   Set up a shared drive for temporarily storing documents for online editing using Microsoft 365.
6. Configure External Document Storage for Document Templates Manually
   To store document template files in a single location, specify the Microsoft OneDrive location in External Document Storage Configuration.
7. Deploy Salesforce Contracts Connector for Word Add-In App to Users Manually
   Through a centralized deployment, Salesforce Admins can deploy and assign the app to all or specific users. Users can then insert the add-in into their Microsoft 365 Word.
8. Update Microsoft App Registration to Use Minimum-Privilege Permissions
   If you previously set up the Microsoft Add-in by using advanced permissions such as Files.ReadWrite.All and User.ReadWrite.All, you can update your app registration to use Sites.Selected, User.Read, and User.ReadBasic.All. This reduces security risks, limits access to specific SharePoint sites, and supports simplified access management without impacting document generation.