This section provides you with information about how to configure Microsoft 365 Connections to allow users to send documents for review using Microsoft 365.
Prerequisites:
Microsoft 365 E3 or E5 subscription.
Azure Client ID, Client Secret, and Active Directory. Contact your IT administrator for these.
Configure one of the following flows in the Azure app:
In the authentication tab from the Azure app that you had created in the previous configuration, add URI with the instance URL of the org and with the suffix as /apex/apttus__MSAuthorize.Sample value: https://test–tbox.my.salesforce.com/apex/apttus__MSAuthorize
Select API permission under API Permission > Add permission > Microsoft Graph > Delegated Permission.
Provide the following permissions for Microsoft Graph APIs:
Directory.Read.All
Files.ReadWrite.All
Sites.Read.All
On the API Permissions page, click Grant admin consent for the permissions where Admin consent required is marked as Yes.
Application Permission Flow
To configure the application permission flow
Select API permission under API Permission > Add permission > Microsoft Graph > Application Permission.
Provide the following permissions for Microsoft Graph APIs:
Directory.Read.All
Files.ReadWrite.All
Sites.Read.All
On the API Permissions page, click Grant admin consent for the permissions where Admin consent required is marked as Yes.
For delegated flow (Permit Delegation is enabled in the Microsoft 365
setting): offline_access Files.ReadWrite.All
Client Id: Enter the client ID. (Refer to step 7
in the previous configuration) Sample value:
8m7r4**d-****-4c**-b4d8-e4a6b***79b
Client Secret: Enter the client secret. (Refer
to step 11 in the previous configuration) Sample value:
taiLWUY*****38&7B%400$5234c***UY%
Show Client Secret: Select the checkbox to
expose the Client Secret field value.
SharePoint Site: Enter the Microsoft SharePoint
Site you use for Microsoft 365 review. (Ensure you do not enter the site
URL. For more information, see SharePoint Site
Configuration.)Sample value: CLMsite
Tip: The system uses the
organization's default site if no SharePoint site is
configured.
Folder Path: Enter the folder path to upload
documents to SharePoint.Sample value:
ContractDocuments
Tip: If the folder path is blank, the
system creates a folder named "Conga CLM Temp Folder" to store the
documents to be reviewed.
Permit Delegation: After you log in to
Microsoft, select the Permit Delegation checkbox, enabling users to
grant delegate access.
Tip:
Select the Permit Delegation checkbox only if you configured your
Azure app for delegated flow.
Enabling the Permit Delegation toggle button also ensures that
only authorized users send out the documents for review. Users
are prompted for Microsoft email address and password, if they
have logged out from their Microsoft account or if the token is
expired.
Click Test Connection when the setting is active to
check if all the entered values are correct.
) and select Admin Console.
