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Set up Microsoft Office 365 integration

Set up Microsoft Office 365 integration

Set up profiles for integration with Office 365 Admin Center to download subscription information to be compared with software installations for compliance.

Before you begin

Role required: sam_user (can read software subscriptions)

About this task

For compliance reporting on the Office 365 dashboard, integrate Office 365 with Software Asset Management.
Note: The Microsoft publisher pack ( plugin must be installed to view the Office 365 dashboard tab.

A scheduled job to obtain subscription information from Office 365 runs once a week.

Content related to Office 365 integration can be accessed from the Integration - Office 365 application menu.
  • Software Models contains software model records for Microsoft products that have a subscription.
  • Subscriptions contains subscription records for Microsoft products.
  • Administration > Setup contains profile records for integration with Office 365.


  1. Register an application for Office 365 in the Application Registration Portal - Microsoft.
    1. Click Add an app to create a new application.
      The application ID is shown on the registration page.
    2. Under Application Secrets, click Generate New Password to create a client secret.
      Note: The client secret is not shown again so it must be stored at this time.
    3. Under Microsoft Graph Permissions, add Application Permissions Reports.Read.All and User.Read.All.
    4. Click Save.
  2. Provide admin consent for the Office 365 application using the Microsoft URL.
    1. Form and execute the permission request URL.

      Where YOUR_APPLICATION_ID is the application ID generated when you registered your application.

    2. Click Accept.
      Note: Close the No reply address is registered for the application message, if shown.
  3. Integrate Microsoft Office 365 with Software Asset Management.
    1. Navigate to Integration - Office 365 > Administration > Setup and create a new Office 365 Profile record (see table for field descriptions).
      Table 1. Office 365 Profile form
      Field Description
      Display name Unique name of the Office 365 subscription profile.

      For example, Office 365 integration for [your company].

      Application Id Office 365 application ID key which is obtained when you register your application with Microsoft.
      Tenant name or Id Office 365 globally unique identifier (GUID), which is obtained when you register your Office 365 application with Microsoft.

      Your company domain name, for example.

      OAuth application Open authorization (OAuth) application, which contains the client secret. The client secret is obtained when you register your Office 365 application with Microsoft.
    2. Click Submit.
    When the scheduled job is run, Microsoft Office 365 subscription data is obtained and integrated with Software Asset Management.

    You can view subscription data by navigating to Integration - Office 365 > Subscriptions.

    You can check the status of the user subscription job by navigating to Software Asset > Administration > Job Results.

    You can verify integration setup by clicking the Get Oauth Token related link in the REST message record of the integration profile.