---
schema_version: "1"
id: e5a1f2ab1d447c08fd1c4f564800e1df54622f2778342e6d5d75cd7b8c45e616
title: Manage Policies in Microsoft 365 for IT Compliance
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_cmpl_manage_policies_o365.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmpl_manage_policies_o365.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a09fa9aa7caa522c90518d311ff77d2dfc22ef5c2083a89479afd22172892673
description: Author and refine policy content using familiar word-processing tools by integrating with Microsoft 365. Use generative AI to draft and refine clauses, collaborate with stakeholders directly in Microsoft Word, and resolve synchronization conflicts to ensure your compliance data remains a single source of truth across both platforms.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Manage Policies in Microsoft 365 for IT Compliance

Author and refine policy content using familiar word-processing tools by integrating with Microsoft 365. Use generative AI to draft and refine clauses, collaborate with stakeholders directly in Microsoft Word, and resolve synchronization conflicts to ensure your compliance data remains a single source of truth across both platforms.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with Agentforce IT Service.</td></tr></tbody></table>

- **[View Policy Documents in Microsoft Word for IT Compliance](https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmpl_open_policy_msword.htm&release=264.0.0&type=5)**  
    Open your policy records in Microsoft Word to draft and refine content using familiar word-processing tools. The Salesforce Policy Connector ensures you are editing the latest version and synchronizes your changes back to Salesforce.
- **[Author and Manage Policy Clauses in Microsoft Word for IT Compliance](https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmpl_author_manage_policy_clauses_word.htm&release=264.0.0&type=5)**  
    Draft and manage policies directly in Microsoft Word by creating and editing clauses, or reusing existing ones from your library. The Salesforce Policy Connector ensures that your Word edits are synchronized with your policy records in Salesforce.
- **[Modify Policy Clauses with AI in Microsoft Word for IT Compliance](https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmpl_draft_policy_ai_msword.htm&release=264.0.0&type=5)**  
    Use generative AI to draft and refine clauses directly in Microsoft Word to accelerate policy authoring. AI-assisted editing helps you generate new requirements or adjust the tone and length of existing text while maintaining a seamless link to your Salesforce compliance records.
- **[Resolve Synchronization Conflicts in Microsoft Word for IT Compliance](https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmpl_resolve_sync_conflicts_msword.htm&release=264.0.0&type=5)**  
    Resolve synchronization conflicts manually to maintain data integrity when policy text changes are made simultaneously in Salesforce and Microsoft Word. Choosing the correct version of a clause ensures your policy remains accurate and consistent across both platforms.