Authentication

Authenticate Workbooks with your SharePoint Site to use the integration.

Once you have installed the SharePoint Plugin, a new option for SharePoint will be available within Configuration > Email & Integration > SharePoint.

NOTE: The following steps must be completed your Organisation’s Administrator for Office 365.

After initial installation of the Plugin, close the Configuration window and then re-open it to reveal the option in the list.

A new window will pop open, asking you to login to Microsoft and authorise the “Workbooks CRM – Sharepoint” application. To continue using the integration, click “Accept”.

If you did not click Accept, you will see the following message and will be unable to use the integration:

If successful, you will see the following message. After 5 seconds, the window will automatically close.

Refresh the SharePoint plugin using the link shown to continue with the integration setup.