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

You can connect Sage 200c 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 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 enter the Microsoft 365 email address for each user account in Sage 200c. 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.

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

To connect Sage 200c 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 administrator account that's linked to Sage 200c.
  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 200c to access your Microsoft 365 account, you must also enter the Microsoft 365 email address for each user account in Sage 200c.

Set up user email addresses in Sage 200c

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

This is required for users that will access:

  • The Sage 200c 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 200c 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.

Add Sage Contact app to Outlook

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

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