Before you start
- You are MSP staff with permission to manage companies or integration company mappings. Opening Settings alone does not give you connection rights.
- An administrator of the client’s Microsoft 365 tenant is available to approve permissions, or you have admin credentials for that tenant.
Connect a company
1
Open the M365 Companies page
Go to Settings > Integrations > Microsoft 365 > Companies. The list shows every company and its connection status. A progress bar at the top shows how many companies are connected.
2
Click Connect
Find the company and click Connect on its row. A popup opens with the Microsoft sign-in page.
3
Sign in and grant permissions
Sign in with an administrator account from the client’s Microsoft 365 tenant and approve the permissions. Complete any compliance acknowledgment MSPortal shows before consent. When it works, the popup closes and the list refreshes.
4
Check the connection
Confirm the right company and Microsoft tenant now show as Connected.
5
Repeat for each company
Work down the list. Use Search companies… to find a company, or the filter to show All companies, Unconfigured only or Connected only.
If your browser blocks the popup, MSPortal shows an error. Allow popups for MSPortal and try again.
Send a connection link instead
Use Generate Link if you sign in to client tenants in a separate browser profile or a different browser, or if someone else must approve the connection.1
Generate the link
Open the Actions menu on the company’s row and choose Generate Link. A Shareable connection link dialog shows the link. MSPortal tries to copy it. If your browser blocks that, copy it from the dialog.
2
Open it where the admin is signed in
Paste the link into the browser or profile where the client’s Microsoft 365 admin account is signed in, and finish the sign-in.
3
Check the connection
Return to the Companies page and confirm the company shows as Connected.
Read the companies table
The table has one row per Microsoft tenant connection. A company with several connected tenants appears several times. Use Actions > Add Tenant to add another connection for the company. Use Reconnect to renew the connection on that row. Connected means a connection is saved. It does not mean the latest sync worked. Last synced shows the latest user or group sync, not every Microsoft dataset, so check the Cloud page for the data you need.Reconnect a company
Reconnect when a token expired or permissions changed. Click Reconnect on the company’s row and sign in again the same way you did the first time.Mark a company as not on Microsoft 365
1
Open the Actions menu
On the row of an unconnected company, open Actions.
2
Mark it
Choose Mark as not on Microsoft 365. It saves right away and removes the company from the progress count.
3
Undo it later
Filter by Not applicable, then click Restore on the row.
Disconnect a tenant
1
Open the Actions menu
On the tenant’s row, open Actions and choose Disconnect.
2
Read the confirmation
The dialog names the company and domain. Other tenant connections for the company are separate.
3
Confirm
Confirm only if you want to remove that connection. Synced users and groups stay but stop updating.
Troubleshooting
Frequently asked questions
Does the progress bar show sync health?
Does the progress bar show sync health?
No. It counts applicable companies that have a connection. Companies marked not on Microsoft 365 are left out, and a company with several tenants counts once.
Can I use a separate browser profile for consent?
Can I use a separate browser profile for consent?
Yes. Use Generate Link and open it in that profile.
Does closing the popup mean the connection worked?
Does closing the popup mean the connection worked?
No. Check that the tenant shows after the list refreshes.
What should I check after consent?
What should I check after consent?
Confirm the company, domain and tenant ID, then check that the expected users and groups arrive.