Set up Microsoft 365 for connected apps, the Self Service web app, Power BI, Power Automate, or the API

You can connect Sage 200c and Microsoft 365 to use:

  • Connected apps, such as the Sage Contact app.
  • Sage 200c Self Service web app.
  • Microsoft Power BI.
  • Microsoft Power Automate (formerly called Microsoft Flow).
  • Sage 200c API.

How to connect Sage 200c and Microsoft 365

Follow the steps below to set up Microsoft 365:

  • Activate your Microsoft 365 subscription.
  • Create user accounts in Sage Business Centre and give them access to connected apps.
  • Connect Sage 200c to your Microsoft 365 account.
  • Set up user email addresses in Sage 200c.

You only need to activate and connect Sage 200c to your Microsoft 365 account the first time you start to use connected apps. Once you've set this up, you can use the Sage Business Centre to create new users, or give users access to new apps.

Activate your Microsoft 365 account

First activate your Microsoft 365 account so that you can use Sage applications with Microsoft 365.

The steps to do this are different if you subscribed to Microsoft 365 through Sage, or if you have an existing Microsoft 365 subscription.

Create user accounts

Once you've activated your account, create user accounts for each person that will use Microsoft 365 with Sage 200c apps.

You can create user accounts in the Sage Business Centre and the Microsoft 365 Admin Center.

  1. Sign in to the Sage Business Centre (https://ceo365portal.na.sage.com).
  2. Select the Manage Users tab.

  3. Select Add users in Microsoft 365.

    This will open the Microsoft 365 Admin Center.

  4. Add a new user in the Microsoft 365 Admin Center.

    Click the Add a user link on the Home page, or go to Users > Active Users and click Add a user.

  5. Set up the user account details.

    • The Username is used for the email address that the person will use to sign in.

      Tip: Remember this email address, as you will need it later when setting up Sage 200c.

    • Switch On the product licence for Azure Active Directory.
    • Switch On the product licence for Microsoft 365 Business Standard.
    • Click Add to add the user.
  6. Once you've added the user, you can send an email to yourself with their username and a temporary password.

    Note: This will allow the user to sign in to Microsoft 365, but they will not be able to use will use Sage 200c apps yet until you finish setting things up.

  7. Give the user access to the all apps they will use, such as Sage Contact and Power BI.

    1. Go back to the Sage Business Centre.
    2. Select the Manage Users tab.
    3. To set the user's access, click Edit next to the user.

    4. Tick the apps required, such as Sage Contact and Power BI, then click Save.

  8. Repeat the steps for each person that will use an Microsoft 365 account with Sage 200c apps.

Note: You must also set up the user email addresses in Sage 200c. To do this, see Set up user email addresses in Sage 200c.

Tip: If you need to add multiple users in Microsoft 365, see this Microsoft support article: Add users individually or in bulk to Office 365 - Admin Help

Connect Sage 200c to your Microsoft 365 account

After you activate your Microsoft 365 subscription, connect your Sage 200c site to your Microsoft 365 account.

To do this, install the Microsoft Azure Active Directory Proxy Connector on your Sage 200c server. This connects your Sage 200c server to the Azure Active Directory.

The Microsoft Azure Active Directory Proxy Connector requires Microsoft Windows 8.1, Windows Server 2012 R2, or later versions of Windows.

  1. Download the Azure Application Proxy Installer.

  2. On your Sage 200c server, run the Azure Application Proxy Installer (AppProxyInstaller.exe).

  3. Click Install and Configure.

  4. This starts the Microsoft Azure Active Directory Proxy Connector installer.

    Click Install.

  5. You will be asked to sign in to your Microsoft Azure account.

    • Sign in using your administrator user name and password. This is the same account that you use to sign in to the Sage Business Centre.
  6. Click Close when the Microsoft Azure Active Directory Proxy Connector setup is complete.

  7. You will be asked to sign in to your Microsoft Azure account twice again.

    • Sign in using the same administrator user name and password as before, when you installed Microsoft Azure Active Directory Proxy Connector.
  8. Open the Azure Active Directory admin center and sign in.

    https://aad.portal.azure.com

  9. Set up the applications that you want to use:

  • If you need to set up the connection with a different administrator account, use Uninstall to remove Azure Active Directory Proxy Connector, then run Install and Configure again.

Note: You must also enter the Microsoft 365 email address for each user account in Sage 200c. See Set up user email addresses in Sage 200c.

Set up user email addresses in Sage 200c

For each user, you need to enable Azure Active Directory (AD) authentication and enter their Microsoft 365 email address.

  • This is required for users that will use Sage 200c connected apps (such as Sage Contact), Power BI, Power Automate, or the API.
  • This is not required for users that will only use the Self Service web app.

Open: System Administration.

  1. Select the Users list.
  2. Right-click the user and select Properties.
  3. Select the API tab.
  4. Enable Azure AD, and enter the user's email address for their Microsoft 365 account.

Add Sage Contact add-in to Outlook

This step is only required if you're using an existing Microsoft 365 subscription that was not provided by Sage.

FAQs