Set up Microsoft 365 for connected apps, Power BI, or Power Automate

You can connect Sage 200 and Microsoft 365 to use:

• Connected apps, such as the Sage Contact app.

• Microsoft Power BI.

• Microsoft Power Automate (formerly called Microsoft Flow).

How to connect Sage 200 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 200 to your Microsoft 365 account (for Sage Contact app only).

• Set up user email addresses in Sage 200.

Activate your Microsoft 365 account

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

You will need to have an existing Microsoft 365 Business Standard (formerly Office 365 Business Premium) or Enterprise subscription, to integrate with Sage 200. You can't move this from your existing provider to Sage, but you can still integrate it with Sage 200.

1. You must first contact Business Partner Services at [email protected] (opens in a new tab) to register your Microsoft 365 subscription.

   You will receive a form to complete the registration of your Microsoft 365 subscription. Once you have returned the form, it can take up to 48 hours to activate your subscription.

2. When you register to use Microsoft 365 with Sage 200, you will receive an email to get started.

   Note: We recommend that you sign out of any Microsoft 365 software in your browser before you access the Sage Business Centre.

   • Select the link in the email to sign in to Sage Business Centre.

   • Sign in using your Microsoft 365 administrator email address and password. This is usually in the format admin@***.onmicrosoft.com.

     Note - information

     The user must have the administrator role Admin center access in Microsoft 365 whilst you activate your account and set up Sage Contact. Once you have completed the full setup process, if you no longer want this user to have administrator access, you can change their role to User (no admin center access) in Microsoft 365 admin center.

     To view or change a user's role in the Microsoft 365 admin center, go to Users > Active Users, select the user, then select Manage roles. Note that you will not be allowed to change your own user role, so you must sign in using a different user account.

3. You will be asked by Microsoft to accept permissions for the Sage Business Centre application. Select Accept to continue.

4. You will be asked by Sage to accept permissions for apps to access your data. Select Accept to continue.

5. Once you've activated your account, you can access the Sage Business Centre at https://ceo365portal.na.sage.com (opens in a new tab).

   Here you can create user accounts for people that will use Sage 200 apps, including the Sage Contact app.

   

Create user accounts

Once you've activated your account, create user accounts for each person that will use Microsoft 365 with Sage 200 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 (opens in a new tab)).

2. Select the Manage Users tab.

   

3. Select Add users in Microsoft 365.

   This will open the Microsoft 365 Admin Center.

4. Add your users in the Microsoft 365 Admin Center.

   1. Select the Add a user link on the Home page, or go to Users > Active Users and select Add a user.

      

   2. Enter the Basics user account details.

      

      • Enter the user's name and display name.

      • Enter the Username that will be used for the user's email address. The person will use this email address to sign in.

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

      • If you select Send password in email on completion, the user will receive an email 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 Sage 200 apps yet until you finish setting things up.

   3. Enter the Product licenses details.

      

      • Select the product licence for Azure Active Directory Premium P1.

      • Select the product licence for Microsoft 365 Business Standard.

   4. Enter any of the Optional settings as required.

   5. When you've entered all the user's details, move to the Finish page and select Finish adding.

      Microsoft 365 admin center will confirm when the user is active.

5. 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, select Edit next to the user.

      

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

      

6. Repeat these steps for each person that will use a Microsoft 365 account with Sage 200 apps.

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

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 (opens in a new tab)

Connect Sage 200 to your Microsoft 365 account (Sage Contact only)

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

Note: Only a single Sage 200 site may be connected to your Microsoft 365 account. A site may include more than one company database.

To connect Sage 200 with your Microsoft 365 account for your site:

Open: Settings > Organisational and Financial > User Access.

1. Select Configure Sage Contact.

2. Sign in to Microsoft 365 using the Microsoft 365 account you used to activate your subscription and link to Sage 200.

   Note - information

   The user must have the administrator role Admin center access in Microsoft 365 whilst you activate your account and set up Sage Contact. Once you have completed the full setup process, if you no longer want this user to have administrator access, you can change their role to User (no admin center access) in Microsoft 365 admin center.

   To view or change a user's role in the Microsoft 365 admin center, go to Users > Active Users, select the user, then select Manage roles. Note that you will not be allowed to change your own user role, so you must sign in using a different user account.

3. You will be asked to accept permissions for Sage 200 API Configuration. Click Accept to continue.

Note: Once you've given permission for Sage 200 to access your Microsoft 365 account, you must also enter the Microsoft 365 email address for each user account in Sage 200.

Set up user email addresses in Sage 200

For people that use connected apps or the API, you need to enable Microsoft Entra ID (formerly Azure Active Directory) authentication and enter their Microsoft 365 email address.

This is required for users that will access:

• The Sage 200 connected apps, such as Sage Contact.

• Microsoft Power BI.

• Microsoft Power Automate, including email notification flows for purchase requisitions and changes to supplier bank details.

• The Sage 200 API, for example third-party applications.

Open: Settings > Organisational and Financial > User Access.

1. Select the user from the Users list.

2. Select the API tab.

3. Enable Azure AD.

4. Enter the user's email address for their Microsoft 365 account.

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