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Connect to Microsoft SharePoint CDE

Use the Connect CDE dialog to set up and save a secure connection to a Microsoft SharePoint Common Data Environment.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Connect CDE dialog​

From your project settings, open the Connect CDE dialog and choose Microsoft SharePoint as the provider to start creating a new connection.

Open the Connect CDE dialog

Step 2: Enter SharePoint tenant details​

In the dialog, enter your SharePoint Tenant ID and the full Site address for the project you want to connect.

Enter SharePoint tenant details

Step 3: Add application credentials​

Provide the Client ID and Client Secret for the SharePoint application that has access to the chosen site, ensuring they match your organisation's configuration.

Add application credentials

Step 4: Save the new SharePoint connection​

Save the connection to create it; the system stores the credentials securely and activates the SharePoint CDE link for your organisation.

Save the new SharePoint connection

Step 5: Reopen the connection to edit settings​

When needed, reopen the same SharePoint connection from settings to review or adjust the existing tenant, site, or credential details.

Reopen the connection to edit settings

Step 6: Update and resave the connection​

After editing the fields, save again so that only the existing connection is updated rather than creating a new one, keeping your configuration consistent.

Update and resave the connection

Last updated: 2026-07-30