Skip to main content

​
Integration Specifications

When you create a new Microsoft 365 account, you can set the following optional fields. They are in addition to fields such as the email address, name, and temporary password.
  • Mail Alias (if you leave it empty, the part of the email address before @ is used)
  • Job Title
  • Department
  • Company Name
  • Employee ID
  • Office Location
  • Employee Type
  • Employee Hire Date
These fields do not appear when you select invite in Provisioning Type. You can set these fields only when you create the account. To change them later, change them in Microsoft 365.

​
Prerequisites

An administrator account is required for the integration.
Plans that can retrieve LastActivity are Microsoft 365 Business Premium, Microsoft 365 E3, and Microsoft 365 E5.

​
Integration Setup

  1. On the integration screen, search for Microsoft 365.
  2. Select one of the following from the dropdown menu and click Connect. Select connection mode
    Connect with a specific group
    You can connect by specifying a particular group. Obtain the Object ID from EntraID and enter it in the group field.
    To specify multiple groups, separate Group IDs with a , comma (no space between the comma and the Group ID).
    The Group ID appears as part of the URL when you select a group.
    Specify group
    Connect with a specific domain
    Entering a domain allows you to sync only accounts under that domain (e.g., sync only accounts from i.moneyforward.com). Accounts outside the specified domain will not be retrieved, so use this for verification or temporary purposes. To sync all domains, leave the field blank and click Connect.
  3. You will be redirected to the Microsoft login screen. Enter your administrator email address and password to sign in. Microsoft login
  4. The following permission confirmation screen will appear. Review the content and click Accept. Permission confirmation
  5. Once the integration with Microsoft 365 is successful, registered user information will appear in the account list. If the process does not complete successfully, go to the Status tab on the integration screen and click Edit. Then try connecting again. If the issue persists, please contact us via chat.

​
FAQ

​
Q. The number of Microsoft 365 licenses does not match the number of service accounts in the account list.

A. Open Services > Microsoft 365 > Info. In the License column, All licenses and Used Licenses show the values for your entire Microsoft 365 tenant. If you integrate by specifying groups or a domain, the account list shows only the matching service accounts. As a result, the number of used licenses may not match the number of service accounts in the account list.
Last modified on October 7, 2026