Microsoft 365/SharePoint Online integration

ThoughtFarmer's Microsoft 365 integration allows OneDrive and SharePoint Online files and folders to be linked and embedded in intranet pages, and allows Outlook shared and group calendars and events to be viewed in ThoughtFarmer. These documents and events can be searched from the intranet using ThoughtFarmer's cloud drive integration features.

To use cloud integration features such as file linking, search and calendars, Microsoft 365 integration must be enabled. Follow the instructions below to first configure and register an app with Microsoft Entra ID, and then set up the integration with your ThoughtFarmer intranet.

Microsoft Graph is a developer platform that allows ThoughtFarmer to integrate with Microsoft Entra ID and Microsoft 365. Configuring ThoughtFarmer with Entra ID requires granting some permissions to Microsoft Graph.

For user instructions on Microsoft 365 file and folder integration features, see Cloud drive integrations.

Calendar integration

If you have previously set up the Microsoft 365 integration for cloud drive features, but now wish to enable Outlook shared and group calendar integration, see the following linked areas on this page: 

• Additional Delegated permissions that must be granted
• How to enable the calendar integration in ThoughtFarmer.

Configure/Register App with Microsoft Entra ID

Note that the integration with Microsoft 365 requires that the ThoughtFarmer site is running using HTTPS. Also, one of the steps in this process requires the user accessing the Azure portal to be an Admin.

1. Go to the Azure portal home page.
   
   
    
2. Click Microsoft Entra ID on the left.
3. Click App registrations in the new left hand menu that appears. 
4. Click New registration.
5. Enter the following settings:
   • Name: Enter a name for the app registration (eg. ThoughtFarmer).
   • Supported account types: Your ThoughtFarmer application's account type. Pick "Accounts in this organizational directory only (Single tenant)"
   • Redirect URI: 
     • Select Web from the dropdown option.
     • Enter the URL for the ThoughtFarmer site with "/entra/token/exchange" at the end 
       e.g. https://intranet.thoughtfarmer.com/entra/token/exchange
       
       
        
6. Click the Register button. Once the registration is complete you will see the details of the registered app. 
7. Confirm the display name and supported account types are correct. 
   
   
    
8. Click API permissions, then +Add a permission to set the permissions for the APIs we wish to use.
   
   
    
9. Add Microsoft Graph:
   1. Select Microsoft Graph.
      
      
       
   2. Click Delegated permissions, 
   3. For Cloud drive integration, add the following permissions:
      1. Files.Read.All (Read all files that user can access).
      2. offline_access
      3. User.Read

   4. For Outlook calendar integration, add the following permissions:

      1. Calendars.Read
      2. Calendars.Read.Shared
      3. Group.Read.All
      4. Place.Read.All (this permission is for a meeting room calendar option coming later in 2026.)
   5. Click Add permissions at the bottom.
   6. Click Grant permissions at the bottom. When the permissions apply correctly you will see a success message.
      
       
10. Optional: If your organization only uses OneDrive and not SharePoint Online, this step is not required.
    1. Add Microsoft 365 SharePoint Online:
       1. Click Add a permission.
       2. Scroll down until you see Sharepoint, click on it. 
       3. Click Delegated permissions, under Sites, select Sites.Search.All (Run search queries as a user).
       4. Click Add permissions. 
       5. Click Grant admin consent. (The user accessing the Azure Portal must be an Admin to be able to grant these permissions for SharePoint. If the user does not have the correct permissions then an error will occur when granting permission.) When the permissions apply correctly you will see a success message.
11. Click Authentication on the left navigation. 
    1. Click Settings.
    2. Under the Web and SPA settings section, enable both ID Tokens and Access Tokens. 
    3. Save the change.
       
       
        
12. Click Certificates & Secrets on the left navigation.
    1. Select New client secret.
    2. Add a description, ThoughtFarmer Sharepoint
    3. Set the expiry to 24 months.
    4. Copy the Value column and save the value.
       
       

Enable the Microsoft 365/SharePoint Online Integration

1. On your ThoughtFarmer intranet site, go to the Admin panel: Integrations section > Cloud drives page.
2. Under the Microsoft 365 tab, click the toggle beside Microsoft 365 integration to turn it ON.
   
   
    
3. In the Microsoft 365 tenant name box, enter the Directory Tenant ID shown on the Overview screen for the application. Click Save beside the Microsoft 365 tenant name box.
4. Click in the Microsoft 365 Client Id box and paste the Application ID Value. Click Save beside the Microsoft 365 Client Id box.
5. Under Authentication type, select MSAL - Server side.
   • Enter the client secret value. 
6. Cloud drives: Under the Cloud drives heading, make sure the Enable cloud drives checkbox is selected.
   • In the Sharepoint Online URL box, enter the top-level domain of your organization's SharePoint URL (eg. https://yourdomain.sharepoint.com) 
     
     
      
   • If you want to allow users to search Microsoft 365 (OneDrive/Sharepoint Online) from the intranet, select either the OneDrive or OneDrive and Sharepoint Online radio buttons under Search Microsoft 365, depending on what you want to be available to search.
     
     
   • When Search Microsoft 365 is enabled, another option appears that controls the maximum number of OneDrive/SharePoint Online search results that will appear in the Find-as-you-type search results. To edit the number of results, click the pencil icon, enter the new number and click Save. (To learn more about cloud drive search, see Search cloud drives.)

7. Calendars: To allow users to view events from shared Outlook calendars on the intranet, select Enable Outlook calendars, under the Calendars heading.

   • To allow users to search Outlook events on the intranet, toggle Outlook calendar search to ON.
   • When Outlook calendar search is enabled, another option appears that controls the maximum number of Outlook calendar event search results that will appear in the Find-as-you-type search results. To edit the number of results, hover over the box and use the up and down arrows, or click in the box and enter a new number.
8. Click Login to test the calendar integration.
9. A screen should open prompting for M365 / SharePoint credentials. Enter your credentials and complete the login flow. These credentials are used to test the connection and will not be saved or accessible to other users.
10. If successful, you should see a message a confirmation message and Microsoft 365 integration is now enabled.
    
    
     
11. Important: You must have added the delegated permissions specific to the calendar integration and logged in to test the calendar integration before saving the page. If you have added the delegated permissions Calendars.Read, Calendars.Read.Shared, Group.Read.All, Place.Read.All to MS Graph you can select the checkbox Yes, calendar permissions have been added and then Save the page. If there are any issues, contact the Helpdesk.

Configure Microsoft 365/SharePoint Online Integration for the Mobile App

Note: Ensure that you have completed all of the above steps on this page before performing this configuration.

For Microsoft cloud drive integration to work on the ThoughtFarmer mobile app, the following one-time configuration needs to be completed.

1. Login to the Microsoft Azure Portal https://portal.azure.com/
2. Open the App Registration you created. Click Authentication in the left navigation.
   
   
    
3. Click +Add a platform.
4. Select Mobile and desktop applications.
   
   
    
5. In the Custom redirect URIs, enter com.thoughtfarmer.auth://microsoft-auth/
   
   
   
    
6. Click Configure at the bottom, and then Save.