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Ways to Set Up Microsoft 365 and Azure Integration with Salesforce
Salesforce recommends using guided setup to integrate Microsoft 365 and Azure. Guided Setup provides a step-by-step, automated process that simplifies configuration and reduces errors. If you want to set up the integration manually, use the manual setup to configure each step with minimum privileges.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, Unlimited, and Developer Editions |
Comparison of Microsoft 365 and Azure Integration Setups
| Setup Method | Key Benefits |
|---|---|
Salesforce recommends this guided setup method Set Up Microsoft 365 and Azure Integration Using Guided Setup |
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| Manual Integration of Microsoft 365 Azure with Salesforce Through Minimum Privilege Setup |
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- Set Up Microsoft 365 and Azure Integration Using Guided Setup
Connecting Microsoft 365 and Azure to Salesforce enhances contract management with features such as document storage, online editing, and sharing. The guided setup provides step-by-step instructions to integrate these services, configure authentication, and link storage, which makes the process efficient and error-free. You can stop and restart the setup at any time while retaining saved configurations such as auth providers, named credentials, and external document storage. - Manual Integration of Microsoft 365 Azure with Salesforce Through Minimum Privilege Setup
Use the Salesforce Contracts Connector for Word add-in to design templates and edit contract documents in Microsoft 365 Word. With manual integration, you control access to specific files or sites, avoiding Global Admin roles and broad write permissions. This approach strengthens security, reduces compliance overhead, and speeds IT approvals. - Integrate Microsoft 365 and Azure with Salesforce Contracts Manually
Use the Salesforce Contracts Connector for Word add-in to design and maintain document templates, and create and edit contract documents using Word in Microsoft 365. - Insert Salesforce Contracts Connector for Word Add-In App Into Microsoft 365 Word
After your Salesforce admin deploys the Salesforce Contracts Connector for Word add-in, you can insert the app from Admin Managed. - Supported Browsers and Devices for Salesforce Contracts Connector for Word Add-In
The add-in supports the Android, Microsoft Windows, and iOS operating systems, and the latest stable browser versions of Apple® Safari®, Mozilla Firefox, and Google Chrome™. - Microsoft 365 Frequently Asked Questions (FAQs)
This document provides answers to the common questions about integrating Salesforce Contracts with Microsoft 365 and Azure. - Configure Private Online External Review
CLM admin must complete a few configurations so that contract authors can initiate private online external reviews. It includes creating a Digital Experience site, setting up a contract-type config setting for external review, and enabling the external review feature from the Microsoft 365 and Azure Integration guided setup. - Considerations When Migrating Microsoft 365 Word Templates Across Environments
When you move Microsoft 365 document templates between Salesforce orgs, such as from a sandbox to a production org, the structure, clause relationships, and section-level access controls are preserved. Before migrating a template, keep these considerations in mind.
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