Microsoft 365 Integration Guide

This guide will walk you through the process of integrating Microsoft 365 with the OneClickComply platform.

Before Integration

Please ensure that you have Global Administrator permissions before following this integration guide. You will need to grant various permissions during the integration process to enable the connection with the OneClickComply platform.

Integrating Microsoft 365

  1. Select Integrations from the main navigation bar.

  2. Once on the Integrations page, you will be shown a list of all integrations currently available on the OneClickComply platform. You can use the search bar at the top of the page to filter for the Microsoft 365 integration.

  3. Select the Microsoft 365 integration to open a side window, and then select Connect Microsoft 365. This will open a pop-up modal which will guide you through the connection process.

  4. First, assign a Connection name. The name should be clearly recognisable, and one that you don’t mind seeing in various areas within the platform.

    Note: If you have multiple connections within an integration, ensure the names are unique and can be easily distinguished.

  5. Next, provide your Azure tenant ID. If you are unsure where to find this, click the ‘Find your Tenant ID in Microsoft Entra’ link above the text box.

  6. Click the Sign in with Microsoft button. This will automatically open a new window where you can grant various consents to OneClickComply.

    Note: Please ensure that you complete this step using an account with Global Administrator permissions.

  7. Once the consents are granted, return to the OneClickComply platform and click the I’ve granted consent - finish setup button.

  8. Follow the remaining steps provided in the platform to finish the integration process. There may be a short wait while the platform carries out the initial authentication.

  9. Once this is complete, the platform will begin scanning your environment for gaps and misconfigurations.