Setting Up Microsoft 365 Integration

To set up Sage 300 integration with Microsoft 365, you need a supported subscription for the following Microsoft products:

• Microsoft 365
• Azure Active Directory

If you don't have supported subscriptions, you can purchase them through Sage or your Sage business partner.

If you already have supported subscriptions that you purchased from a third party (other than a Sage business partner), contact Sage at one of the following phone numbers to sign up for the Microsoft 365 integration with Sage 300:

• North America: 866-756-7243
• Africa: 27-11-304-2000

Activating your Microsoft 365 subscription

You'll receive an activation email from Sage after you purchase Microsoft 365 and Azure Active Directory subscriptions through Sage or your Sage business partner. If you purchased your subscriptions from a third party, you'll receive the activation email after you sign up for Microsoft 365 integration with Sage 300.

To activate your Microsoft 365 subscription:

1. If you receive a "Review Microsoft Cloud Agreement" email, review and accept the Microsoft Cloud Agreement.

   Tip: You can click the Microsoft Cloud Agreement link to view the document in PDF form.

2. In the activation email, click Get Started.

   A Microsoft sign-in screen appears.

3. Sign in using the email address for your Microsoft 365 administrator account.

   If you purchased your Microsoft 365 subscription through Sage or your Sage business partner, your Administrator email address and temporary password are in the activation email. You'll be asked to create a new password when you sign in.

4. Accept the permissions needed by the Sage Business Center to access your Microsoft 365 account. You'll see the detailed permissions list on the screen.
5. Accept the permissions needed by the Sage Web API and other Sage apps for Microsoft 365. You'll see the detailed permissions list on the screen.

   After you accept the permissions and agreement, the Sage Business Center appears. From there you can add users to your Microsoft 365 organization and give them access to the Sage apps and add-ins for Microsoft 365.

Installing the Office 365 Connector

To enable integration between Microsoft 365 and Sage 300, you must install the Office 365 Connector for Sage 300 on your Sage 300 server.

The following components are required:

• IIS Server
• .NET 4.6.2
• .NET Core
• PowerShell

If any of the components listed above are missing, you are prompted to install or enable them during the process of installing the Office 365 Connector.

To install the Office 365 Connector:

1. On the Sage Business Center, click download the Office 365 Connector. Download the file to the server where Sage 300 is installed.
2. Run the downloaded file by double-clicking it.

   An installation wizard appears.

3. Proceed through the steps in the installation wizard.

   Note: When you click Install on the last page of the wizard, the Windows Process Activation Service (WAS) and Internet Information Services (IIS) are temporarily stopped while the installation is running.

Running the Office Configuration Wizard

When you install the Office 365 Connector for Sage 300, the Sage 300 Office Configuration Wizard is added to your Start menu. Run this wizard to complete the integration setup.

To run the Office Configuration Wizard:

1. In the Sage group on the Windows Start menu, right-click Office 365 Configuration, and select Run As Administrator.
2. If the Microsoft Azure Active Directory Application Proxy Connector is not installed on the computer, you're asked to install it.

   Click Install. When a message indicates that the installation is complete, click Next.

3. Enter the location (URL) for the Sage 300 Office 365 APIs.

   The default URL appears in the field, but you can change it if necessary. (An exclamation icon appears next to the field if the URL is incorrect.)

   Important! If you are not familiar with IIS Manager and the default web site configuration, do not make any changes without consulting Sage Support or your Sage business partner.

   The default URL is based on the Default Web Site configuration in the Internet Information Services (IIS) Manager. The default web site uses port 80. If another program is already using port 80, you must make the following changes:

   1. In IIS, change the port number for the default web site:
      1. Start the Internet Information Services (IIS) Manager.
      2. In the Connections pane, click the name of your computer, then Sites, and then Default Web Site.
      3. In the Actions pane, under Edit Site, click Bindings.
      4. In the Site Bindings window, select the default web site, and then click Edit.

         The Edit Site Binding window appears.

      5. In the Port field, enter an unused port number.
      6. Click OK and close the Site Bindings window.
   2. In the Office 365 Configuration Wizard, change the default URL for the Sage 300 Office 365 APIs by appending a colon and the port number to "localhost." For example, if the default web site uses port 82, enter the following URL:

      http://localhost:82/O365Sage300Api/

4. Click Next and then click Apply.

   A Microsoft sign-in screen appears.

5. Sign in using the administrator account for your Microsoft 365 subscription.

   The program configures the components necessary for the integration.

Note: If you need to change the path for your Sage 300 installation or Sage 300 Office 365 APIs, you can run this wizard again.