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Office 365 Integration

Updated over 4 months ago

  1. Tenant ID

    1. Azure Portal - Go to: https://portal.azure.com/#home
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      Note. https://portal.azure.us currently not supported
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    2. Entra ID - Find Microsoft Entra ID using search or left navigation menu:

    3. Tenant ID - Copy tenant ID


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  2. Connect Strategy Overview to Office 365
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    1. Log into SO under main app domain
      Log into https://app.strategyoverview.com (Note the initial connection does not work if logged in with your branded domain You have to be at the main SO domain to authenticate SO with Microsoft)
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    2. Office 365 Integration
      Settings > Integrations > Add Integration > Office 365

    3. Connect
      Connect company by clicking Connect near the company > Input Tenant ID

    4. Grant access
      - Select User in Microsoft sign in popup with client Admin access and Grant Access to this tenant
      - If you have issues or see an error that says "Applications must be authorized to access the customer tenant before partner delegated administrators can use them." Try to use incognito mode in Chrome. Sometimes the browsers get confused with which Entra account is initiating the request
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    5. Grant API Consent in Entra ID Portal
      - Azure Portal > Enterprise applications
      - Strategy Overview API - Properties - Blue button "Grant admin consent"
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    6. All clients
      Repeat these actions for each company you want to sync
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  3. Force Sync
    Click force sync. The data will come in a few minutes. You can check the results in the logs


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  4. Add part

    You can use Office 365 Module to see all data in one place or you can Add a Part to your template to see data in report part:
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    1. Add Part - Settings > Templates > Open Template > Parts > List > Add part

    2. Label - Office 365

    3. Type - Office 365

    4. Icon - Windows

    5. Save

    6. Apply - Click the green button - Apply part settings to all drafts


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  5. Customize Columns
    Go to the report and open Office 365 part and rearrange the columns to make the report work for you. Here is the ideal layout we recommend (Please note that is from our concept environment and some columns are not available yet at launch)
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  6. Feedback
    Please submit feedback using the chat in the bottom right corner. We would love to hear what you think and what new Azure/Office365 reports you want us to add

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