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

# Company M365 Setup

> Connect Microsoft 365 for your client companies

The Company M365 Setup step guides you through connecting Microsoft 365 tenants for your client companies. This enables user synchronization, license management, and security features.

## What You'll Configure

* **M365 Connection** - Link a company to their Microsoft 365 tenant
* **User Sync** - Automatically import users from Azure AD/Entra ID
* **License Visibility** - View M365 license assignments
* **Security Features** - Enable Secure Score monitoring (if applicable)

## Steps to Complete

<Steps>
  <Step title="Navigate to Companies">
    Click **Go to Settings** in the onboarding wizard, or go to **Settings > Companies**.
  </Step>

  <Step title="Select a Company">
    Click on a company that you want to connect to Microsoft 365.
  </Step>

  <Step title="Go to M365 Tab">
    On the company detail page, click the **Microsoft 365** tab.
  </Step>

  <Step title="Initiate Connection">
    Click **Connect Microsoft 365**. This will redirect to Microsoft's authentication flow.
  </Step>

  <Step title="Grant Permissions">
    Sign in with an administrator account from the client's M365 tenant and approve the requested permissions.
  </Step>

  <Step title="Configure Sync Settings">
    Once connected, configure which users to sync and how often.
  </Step>
</Steps>

## Required Permissions

To connect M365, you need consent from an administrator in the client's tenant. The permissions requested include:

* **User.Read.All** - Read user profiles
* **Directory.Read.All** - Read directory data
* **Organization.Read.All** - Read organization info

<Note>
  The client's M365 administrator must approve these permissions. You may need to coordinate with your client contact to complete this step.
</Note>

## Benefits of M365 Connection

<CardGroup cols={2}>
  <Card title="User Sync" icon="users">
    Automatically import and update users from Azure AD.
  </Card>

  <Card title="License Management" icon="key">
    View M365 license assignments and availability.
  </Card>

  <Card title="Secure Score" icon="shield-check">
    Monitor Microsoft Secure Score for security insights.
  </Card>

  <Card title="Domain Info" icon="globe">
    See verified domains and email configuration.
  </Card>
</CardGroup>

## Manual Completion

This step requires **manual completion**. Click **Mark Complete** in the wizard when you've connected M365 for at least one company.

<Tip>
  You don't need to connect M365 for every company during onboarding. Start with one or two companies to learn the process, then connect others as needed.
</Tip>

## Related Documentation

* [Microsoft 365 Overview](/user-guides/microsoft-365/index) - Full M365 guide
* [M365 Licenses](/user-guides/microsoft-365/licenses) - License management
* [M365 Domains](/user-guides/microsoft-365/domains) - Domain configuration