---
title: "Microsoft Office 365"
slug: "microsoft-office-365"
updated: 2023-04-19T09:36:31Z
published: 2023-04-19T09:36:31Z
canonical: "docs.gogenuity.com/microsoft-office-365"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gogenuity.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Microsoft Office 365

## Syncing Office 365 as an Administrator

Genuity makes it a breeze to integrate all of your Microsoft products, track usage and licenses.

Simply follow the instructions below and also find a detailed explanation of Genuity's interaction with the Microsoft API.

1. Login to Genuity as a user or administrator. You will need to have **edit permissions** for the Vendors module.
2. Navigate to the **Vendors Module → Connectors Tab → Office 365** and click sync account.  Administrator privileges are required for this connector
3. **Authenticate your credentials and on the Microsoft portal and click submit**.
4. Once synced **Genuity will pull in all of product and license details and**route this information to discovered applications.
5. Go to **discovered apps tab** and link the license detail to your vendor of choice.

Syncing with the Microsoft API **requires an administrator account** that is used to authorize the Genuity application to access your Office 365 license and usage data. But don't sweat it, t**he Office 365 admin account that you use is never sent to Genuity**, it is a direct web authentication to Microsoft that **enables the Genuity application with read only permissions**.

For additional Peace of Mind, when you are syncing Genuity with Microsoft, you will be prompted with the permission request that we are accessing and also that **the permissions that you’re granting to the Genuity platform are all read only permissions**.

![](https://cdn.document360.io/844293c9-d6e0-41f9-b730-cfe3d9ada6f2/Images/Documentation/image-483(1).png)

## Assigning permissions to a service account (Office 365)

Step 1: Login to Office 365 admin Portal

![](https://lh3.googleusercontent.com/VPjgsKf4VMr9i_CkOUptdi-dxkel0-efmafuj9TL-zrDElMioTN-pVZXY7-XYoHJYSRqBE00WDlCMaiVJZaVF7Yc9XMMkKdFOjaIbHq7Nb4Qt-bDiK05ZghgpGa-uz29Ww)

Step 2: Go to Admin section from main dashboard

![](https://lh3.googleusercontent.com/YJW6ef2HN_Q4ZdhzWNKdG11jB6IzdK_pIkUqA6dRZI3acajv8CeFpZjNlEYuJPVZijLkRwR2lvCl35m--kTVxp9Kj_-JM_PbCwqbz559e6XXSMT3cuZAZ5rE-jc4HbaL3Q)

Step 3: Click on Add User from User Management tab on dashboard

![](https://lh4.googleusercontent.com/JMzcZGQvd8WuWgdCis8agQ3moWvIW11svp-2bFBvqSyvAIvqNYV2yclH45ssH_4pfSuXaDLjjbZsSaOC0a2UJB1ccljt0is-RPxzuHs_h9BYY3N32I28KGukjRlYbGZyUA)

Step 4: Fill in the basic user requirements

![](https://lh5.googleusercontent.com/5fN85UvhCY5e0pbACQoJNuiecOhBfJM2-dIVr32KnQB0bbwgMWjGtSTwysV4p-djmDN1W-wdDSYFJtl3_QT_hKtWrjWOSZoNhknxKD8bJLbM5qt06ZhfH3snkwO_gw-xvg)

Step 5: Adding the product licenses info is optional

![](https://lh6.googleusercontent.com/g4CpDbecqGHsSnZDRVZAKTbb2PpI4iQFHy6MMs7XaezzrRH8A8NW1QLOIEVlPp6zJrHmIyC8WYhW0jiY3PVLmYwVXseWzju1WgoeYufuoHQg1r4j7WB_xD9qkVy9IMxrjg)

Step 6: Move to the third step and add following roles to the users

- License Admin
- Office Apps administrator
- User Admin
- Application  admin

Pick the admin roles by clicking on “Show all by category”

![](https://lh6.googleusercontent.com/lO-_3ZhFMa5GYoBMIwGIkUEgTTfwq6gMH-AR2uBpcRTTlbfIoyN6Lg9Mup2624zUMa1ZdaxO_eL7g1hNpFhVvZbJvRM6IweuR5Vqexz2QYfTOHI2-nf4a85dMI5MjrCjWQ)![](https://lh6.googleusercontent.com/D-vjKnbGmRU5Z-pEm9aAkcF60V53DCKsDBgNjSZrnXIez24-1GEQSc6e7a403M9Cb20wYlT-YDFyGywvr7jIxaqw88H8lK4-yM7o8BDh7xRfh0wCYYXcURjEHNVqGIL9gg)

Step 7: Review the user info and click on finish adding

![](https://lh5.googleusercontent.com/ItRyYyLKvs-yKwAbCCUXXxqwvbCPTopls7syqs4DohKhr-xmJYbzgTLx2q_QAWaFU-Gx_vqUUHz009ele8oey61fivi-VfQA1Ga3HxsOS0SLhz9JB2xcM3sxGYd1wCM07A)

Step 8: Once the user is created with required roles, you can integrate Office 365 with Genuity.

Step 9: You’ll be asked to allow particular permissions given on the consent screen, please accept them to successfully sync Office 365.

## ![](https://lh6.googleusercontent.com/iJk8LXKdhTl-6k_cmb8Ll2L7nA_vQZAW41Pi_zTlTsJedrK6bJx1QY62B61gaWp0bZ1cvGmzm9sRAPvM9XxMnyQLj-eg7jGQotn55D9_nNN69a4IOga0NTnUHbExPOccXA)

## 

## Assigning permissions to a service account (Azure AD)

Step 1: **Login** to Azure Portal

![](https://lh5.googleusercontent.com/C9SMxy2lbPhBcbbmQUnMUH5YmzPlY5so2gl4u-FHKTMgieY0AnXmXQeEFd74Hhzo5p6lRpK6EPrPE7zr26mZozz4E32PXx0fts8v1q8y6u_axGNXyD17oP-Q1U8H2ubDqA)

Step 2: Go to **Users section** from main dashboard

![](https://lh3.googleusercontent.com/Pe6A52JQzupiw1DjDmmUDtrRz89Lpaca0lIhoOGD4FdAlLVvvD31zG1IeUF6J_f23HnCFcMvCZFOdkWk3cq6kDyqfikANkfibnlsTSekQ_J7DDj3vhK2U3BTImqmBieWLQ)

Step 3: **Select Particular User**from the list to whom you want to assign required permissions

![](https://lh3.googleusercontent.com/rQacZtj6mJC2GGbOajKenO2Sb6oSSU4fqa9jzjgbUBvEOFk7Ld59_ioWUavAYpA5td4XJrk5bWczx34IOJn4o6YZiSS7rX8uXfW3DLKNPuYCSXn4Q9JSl4pGCAgGFp93wQ)

Step 4: Go to **Assigned Roles**from left sub menu

![](https://lh3.googleusercontent.com/YJ-B_DRYeT13Sn6v5XC_9DT_og_ndg1rt5uQfr_e6e1FNKm7KJsgSUStd4ohTKCMPEn8k3Ins4HHmY4TP-nOGDsCZcAKwqpMcSdJmKxh7WgPHp3-aL2Ttda2SphmHQcg2w)

Step 5: Click on **Add assignments**

Step 6: **Assign** these 5 admin **roles** to the user to integrate

- Application Administrator
- Directory Readers
- Office apps administrator
- User administrator
- License Administrator

<meta charset="utf-8">![](https://lh3.googleusercontent.com/hPfbX-085eeNRhb-yX1AACYscVmX6JrOXxc8jWFfwlcYa3Tw10aIr41UhkR-w4eptadp1sCO0wxZn6qd-QAqMiKd7Fg5myTOy2oDk7F1Jc2yeWKhYsbLCUmnIFasx22vDA)

Step 7: **Add these roles** and then you’ll be able to integrate Office 365 with Genuity with that user.

Step 8: While integrating office 365, you’ll be asked to give **consent for the required permissions**, please accept them and you’ll be good to integrate.

![](https://lh3.googleusercontent.com/JzME5zoZUapqSfYX7SUsY3b85Tq1JgKEKT8WFsWQlup5dKEEnGI7N9AnaNzMi-nk2NbWHl-imkoVXuMjHrVjp1V-MvtpwxVZ_-zRxmy7sgFxyhVKjz-43XqhOZKtdZ3AVQ)