Setting up a Microsoft 365 connection

To authorize Microsoft 365 native experiences and enable Microsoft 365 storage, you must first grant tenant-wide admin consent to the M-Files SharePoint Embedded (SPE) application. With the consent, the application can create file storage containers in your organization's Microsoft 365 tenant and manage only those containers. Currently, Microsoft 365 native experiences include native co-authoring, native Copilot, and native Search.

To grant tenant-wide admin consent, you must have a Microsoft Entra ID user account with one of these roles:

  • Privileged Role Administrator
  • Cloud Application Administrator
  • Application Administrator
  • A custom directory role that includes the permission to grant permissions to applications

For more information on the roles, refer to Microsoft Entra built-in roles in Microsoft Learn.

Note: Please make a note that the connection to your Microsoft Entra ID tenant is permanent. The tenant cannot be changed later.

To set up a Microsoft 365 connection for your subscription:

  1. Log in to M-Files Manage at https://manage.m-files.com.
  2. On the Home page, select Set up on the Microsoft 365 section.
    Result:The Microsoft 365 dialog opens.
  3. In the dialog, enter the Microsoft Entra tenant ID.
    For information on where to find the tenant ID, refer to How to find your tenant ID in Microsoft documentation.
  4. Optional: Enter the Microsoft SharePoint URL.
    This field is shown only if you have configured Microsoft SharePoint.
  5. Select Continue.
    Result:The Microsoft Entra single sign-on (SSO) dialog opens.
  6. In the dialog, sign in with Microsoft Entra SSO and complete the sign-in.
    During the sign-in, you must give administrator consent for the Microsoft 365 experience.

After you give consent and set up a Microsoft 365 connection, you can set vaults to use the connection.

Setting a vault to use a Microsoft 365 connection

Warning: Please make a note that when a vault is set to use a connection, it cannot be undone or changed later.

To set a vault to use a Microsoft 365 connection:

  1. On the Home page, in the Microsoft 365 section, select Set vaults for a connection.
    Result:The Set vaults to use this connection dialog opens.
  2. Select the vaults that you want to use the connection and select Confirm.