---
schema_version: "1"
id: ed13319d2dc2d4109d1cc7903dc12cbe33db297f46a2160b7ea4a0c9b1e3a0fb
title: Set Up Policy Management with 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_setup_policy_o365.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmpl_setup_policy_o365.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 14a24f38596e239e7308c00eca5fd6a03ffb5c5bbeaee5f16cc3f59b4d7a1b09
description: Integrate Salesforce with Microsoft 365 to draft and sync policies between the two systems while maintaining centralized governance. Use a guided setup to configure the connection and enable AI-assisted authoring in Microsoft Word. The Microsoft 365 integration allows users to author policies in a familiar environment while ensuring Salesforce remains the system of record.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Set Up Policy Management with Microsoft 365 for IT Compliance

Integrate Salesforce with Microsoft 365 to draft and sync policies between the two systems while maintaining centralized governance. Use a guided setup to configure the connection and enable AI-assisted authoring in Microsoft Word. The Microsoft 365 integration allows users to author policies in a familiar environment while ensuring Salesforce remains the system of record.

### 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">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d45643e74">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d45643e74 ">To enable Policy Management Microsoft 365 features </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d45643e74 ">
              <p>View Setup</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Customize Application</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d45643e74 ">To assign required permission sets to users</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d45643e74 ">Assign Permission Sets</td>

          </tr>
        </tbody>
      </table>

1. From the gear icon, select **Salesforce Go**, and then search for **Accelerate Trust with Unified Risk and Compliance** on the **Feature** page.
2. Find and select **Policy Management with Microsoft 365**.
3. Turn on Policy Management with Microsoft 365.
    
    This step turns on the Microsoft 365 Policy Connector and assigns the Compliance Admin permission set to the administrator.
4. To make sure authorized users can create and edit policies using Microsoft 365, click **Manage User Access** and assign the Compliance Admin permission set.
5. To configure authentication, services, document storage, and deploy the Salesforce Compliance Policy Version Connector, click **Go to Setup** and finish the steps in the guided steps.
    
    See [Configure Microsoft 365 Integration for IT Compliance](https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmpl_policy_o365_guided_setup.htm&release=264.0.0&type=5 "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.").
6. Assign the Microsoft Guided Setup permission set to all users who will draft and edit policies using the Microsoft 365 add-in.
    
    See [Assign Permission Set to Users](https://help.salesforce.com/s/articleView?id=xcloud.assign_permission_set_to_user.htm&type=5&language=en_US) for detailed steps.
7. To enable AI-powered authoring for policy clauses in Microsoft 365, turn on AI Policy Authoring with Microsoft 365.
    
    AI Policy Authoring with Microsoft 365 requires the AI IT Compliance add-on.
    
    1. Click **Manage** next to Manage User Access to assign the IT Compliance AI Admin permission set to users.
    2. Click **Go to Setup** next to **Set Up Einstein to Draft Policy Clauses with AI**, and follow the steps to [enable Einstein generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_enable.htm&type=5&language=en_US).
        
        To learn more about Einstein generative AI such as large language model support, trust, and considerations for use, see [About Einstein Generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_about.htm&type=5&language=en_US).