Before you begin this step, make sure you've followed the instructions in Preparing for Office 365 Review.

Set up Office 365 Integration in Contracts for Salesforce

  1. Navigate to Conga CLM Setup
  2. Click Connect in the left navigation menu
  3. Under the Connect with OAuth section, select your region
  4. Click Office 365 Setup in the left navigation menu
  5. Under the General section, enter the following information:
    • Client Id: (Required) Copied from the Microsoft Azure app you created in Preparing for Office 365 Review.
    • Client Secret: (Required) Copied from the Microsoft Azure app you created in Preparing for Office 365 Review.
    • Tenant: (Required) Your email domain in office 365
    • Microsoft Graph URL (Optional)
    • Microsoft Login URL (Optional)
    • X-Author URL (Optional)
  6. Click Submit