---
schema_version: "1"
id: 206f39d257983a92e4b0a5714a798d36f8f08a3c3221a76598b7b859a61c213f
title: Configure Microsoft 365 Integration 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_policy_o365_guided_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmpl_policy_o365_guided_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8bf6356296b181378d5b537a646aa0b8f8cfa9d7b21cc82ed83088f89d5a093b
description: Configure the link between Salesforce, Microsoft Azure, and SharePoint to enable policy authoring in Microsoft Word. This guided setup serializes the setup process so you can enable everything sequentially, from credentials to external document storage without any errors.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Configure Microsoft 365 Integration for IT Compliance

Configure the link between Salesforce, Microsoft Azure, and SharePoint to enable policy authoring in Microsoft Word. This guided setup serializes the setup process so you can enable everything sequentially, from credentials to external document storage without any errors.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d125225e72">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d125225e72 ">To access the Microsoft 365 and Azure Integration Setup:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d125225e72 ">System Administrator</td>

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The Microsoft 365 and Azure Integration guided setup is a shared tool used by multiple Salesforce features. While the foundational connection steps are standard, IT Compliance admins must select specific settings, such as the target object, to ensure policy documents sync correctly between Microsoft Word and Salesforce.

1. Prepare your environment by creating and logging into a Microsoft Azure account and assigning Microsoft 365 licenses to your users.
    
    See [Prepare for Microsoft 365 and Azure Integration](https://help.salesforce.com/s/articleView?id=ind.sf_contracts_prepare_for_microsoft_365_and_azure_integration.htm&type=5&language=en_US).
2. Assign the required Permission Set Licenses and Permission Sets for Policy Management for Microsoft 365 to your users.
3. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-it_service-264-0-0-production-enus/0a574a10-4c7a-4681-aacf-0767f8beaad4/images/icon_important.png)
    
    Important A secret client ID is generated when you set up the Microsoft Azure app. It's important to note it down somewhere as this client ID is only shown once.
    
    Register your application in Microsoft Azure, create a SharePoint site for document storage, and connect your SharePoint Site to the Microsoft Azure app.
    
    See [Configure a Microsoft Azure App and Create a SharePoint Site](https://help.salesforce.com/s/articleView?id=ind.sf_contracts_configure_a_microsoft_azure_app_and_create_a_sharepoint_site_site.htm&type=5&language=en_US).
4. Configure the Auth Provider and Named Credentials to secure the connection between systems.
    
    See [Configure an Auth Provider](https://help.salesforce.com/s/articleView?id=ind.sf_contracts_configure_an_auth_provider.htm&type=5&language=en_US).
5. When you link Salesforce to Microsoft Azure, by default, Salesforce updates your Salesforce email address and username with the username and email address for your Microsoft Azure account. Turn this off to prevent this behavior.
    
    See [Disable automatic synchronization of username and email address](https://help.salesforce.com/s/articleView?id=ind.sf_contracts_disable_automatic_synchronization_of_username_and_email_address.htm&type=5&language=en_US).
6. Choose a named credential to connect Salesforce with Microsoft 365 and Azure securely. You can create a new connection or select an existing one.
    
    See [Set up a named credential](https://help.salesforce.com/s/articleView?id=ind.sf_contracts_set_up_a_named_credential.htm&type=5&language=en_US).
7. Select the SharePoint site and drive where your policy documents will be stored.
    
    See [Select a SharePoint Site and Drive](https://help.salesforce.com/s/articleView?id=ind.sf_contracts_select_a_sharepoint_site_and_drive.htm&type=5&language=en_US).
8. Select **Compliance Policy Version** as the target object and **All** as the corresponding record type to configure external document storage to define which Salesforce records can be edited in Word.
    
    For more instructions, see [Set Up External Document Storage](https://help.salesforce.com/s/articleView?id=ind.sf_contracts_set_up_external_document_storage.htm&type=5&language=en_US).
9. Deploy the Salesforce Compliance Policy Version Connector add-in to your users' Microsoft Word through a centralized deployment to all or specific users. Users will then be able to insert the add-in into their Micorsoft Word account.
    1. [Deploy the add-ins in the Microsoft 365 admin center](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-deployment-of-add-ins?view=o365-worldwide).
        
        Salesforce recommends using this method.
    2. Alternatively, deploy the add-in from Microsoft AppSource. Go to the Salesforce Policy Connector for Word page to deploy the add-in.
        
        See [Deploy and Configure the Microsoft 365 Word Add-In](https://help.salesforce.com/s/articleView?id=ind.sf_contracts_ms365_minimum_pri_deploy_addin.htm&type=5&language=en_US) for detailed steps.
10. Insert the Salesforce Policy Connector for Word add-in to your Microsoft account.
    1. Open a policy document in Microsoft 365.
    2. From the menu, click **Home** and then click **Add-ins.**
    3. Click **More Add-ins**.
    4. Select **Salesforce Policy Connector for Microsoft Word**, and click **Add**.