Set Up Office 365 Integration

Home | FAQs & Troubleshooting

 

Expand/Collapse all Show/Hide All

Expand/Collapse item  Overview

Follow the steps described in this article to set up Sage 100 integration with Office 365.

Expand/Collapse item  Before You Begin

You'll need a supported subscription for the following Microsoft products:

  • Office 365
  • Azure Active Directory

To find out which Office 365 and Azure Active Directory subscription plans are compatible with Sage 100, see the Integrated Solutions Compatibility Matrix, which is available in the Sage Knowledgebase (article ID 48274).

If you don't have supported subscriptions, you can purchase them through Sage or your Sage business partner.

If you already have supported subscriptions that you purchased from a third party (other than a Sage business partner), contact Sage at 866-756-7243 to sign up for the Office 365 integration with Sage 100.

 

In this article: 

 

Activate your Office 365 subscription

You'll receive two emails from Sage after you purchase Office 365 and Azure Active Directory subscriptions through Sage or your Sage business partner. If you purchased your subscriptions from a third-party, you'll receive an activation email after you sign up for Office 365 integration with Sage 100.

  1. In the email that asks you to review the Microsoft terms and conditions, click the button to view the agreement. After you accept the Microsoft Cloud Agreement, your subscription will be activated, and you'll receive a second email. This process may take up to 48 hours, but it's usually much faster.

  2. In the second email from Sage, click the Get Started button. You'll see a Microsoft sign-in screen.

  3. Sign in using the email address for your Office 365 administrator account.

    If you purchased your Office 365 subscription through Sage or your Sage business partner, your Administrator email address and temporary password are in the email. You'll be asked to create a new password when you sign in.

  4. Accept the permissions needed by the Sage Business Center to access your Office 365 account. You'll see the detailed permissions list on the screen.

After accepting the permissions, you'll see the Sage Business Center. From there you can add users to your Office 365 organization and give them access to the Sage apps and add-ins for Office 365. For more information, see Sage Contact.

 

Install the Office 365 Connector

To enable integration between Office 365 and Sage 100, you must install the Office 365 Connector for Sage 100.

  1. At the server where Sage 100 is installed, download the Office 365 Connector installation program: https://cdn-dlm.esd.sage.com/Sage100/16554/Office365ConnectorforSage100.exe

  2. Click or double-click the download file to start the installation wizard, and click Next.

  3. If any of the following components are missing, a message appears letting you know they will be installed or enabled.
    • IIS Server
    • .NET 4.6.2
    • .NET Core
    • PowerShell

    In the message window, click OK to install or enable the components. Click Cancel to close the installation program.

  4. Proceed through the remaining steps in the wizard to complete the installation.

When you click Install on the last page of the wizard, the Windows Process Activation Service (WAS) and Internet Information Services (IIS) are temporarily stopped while the installation is running.

 

Run the Office Configuration Wizard

When you install the Office 365 Connector for Sage 100, the Sage 100 Office Configuration Wizard is added to your Start menu. Run this wizard to complete the integration setup.

  1. Start the wizard:

    • If you're installing on a computer running Windows Server: In the Sage group on the Windows Start menu, right-click Office 365 Configuration, and select Run As Administrator.
    • If you're installing on a computer running a non-server version of Windows: In the Sage group on the Windows Start menu, click Office 365 Configuration.

  2. If the Microsoft Azure Active Directory Application Proxy Connector is not installed on the computer, you're asked to install it on the first page of the wizard.

    Click Install. When a message indicates that the installation is complete, click Next.

  3. Enter the path to the Home folder for the Sage 100 installation that you're integrating with Office 365.

    The default installation path for Sage 100 appears in the field, but you can change it if necessary.

    Click Next.

  4. Enter the URL address for the location where the Sage 100 Web API is hosted. The default URL is entered, but you can change it if needed.

    An exclamation icon appears next to the field if the URL is incorrect. If you need to correct the URL, see the Office 365 FAQs.

    Click Next.

  5. If you plan to use Microsoft Power Automate or Power Apps that work with your Sage 100 data, select the check box on the Microsoft Power Apps and Power Automate screen.

    If you select this check box, the last page of the wizard displays the information that you'll need to create a custom connector. This information is automatically copied to the Windows clipboard so that you can paste it into a document for later reference.

  6. Click Next and then click Apply. A Microsoft sign in window opens.

    If you selected the check box in the previous step, don't forget to paste the information needed for your custom connector into a document so that you can refer to it when setting up the connector.

  7. Sign in using the administrator account for your Office 365 subscription.

The program configures the components necessary for the integration.

Note If you need to change the path for your Sage 100 installation or Sage 100 Web API, you can run this wizard again.

 

Allow access to your company data

Follow these steps so that your Sage 100 data is available for use in Office 365.

  1. Select Library Master Main menu > Company Maintenance.

  2. Select a company. For more information, see Company Maintenance - Fields.
  3. On the Preferences tab, select the Allow External Access check box.
  4. Click Accept.

Repeat these steps for all companies that you want to integrate with Office 365.

The next step is to set up users so that they can access Sage 100 data in the Sage apps for Office 365. To learn how, see Set Up Users for Office 365.