Introduction

The MSP Process platform can sync contacts from a variety of sources, including many common PSA platforms in the MSP market. Some MSPs don't use a supported PSA though - for example, they use an uncommon PSA, or they've built their own, homegrown solution. In other cases, Microsoft 365 is the "source of truth for a Contacts", and the PSA is downstream/synching contacts from Microsoft 365, so it makes sense to directly update those contacts in Microsoft 365, instead of in the PSA.

In those scenarios, MSPs can configure the MSP Process platform to directly sync Contacts with the end-user's Microsoft 365 contacts - allowing the MSP to leverage the End-user Verifcation, Secure Data Send, and Broadcast messaging features that are built into the platform.

NOTE: This KB article deals with linking MSP Process to one M365 tenant at a time. To link MSP Process to all of your M365 tenants, using the Admin relationships you've setup in the Microsoft Partner Center, please refer to this KB article.

Linking MSP Process with Microsoft 365

1. Login to the MSP Process UI
2. Navigate to the Integrations -> PSA Integrations menu
3. Click the Add button
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4. Click on the Microsoft 365 option
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5. Specify a name for the integation, and click the Submit button
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6. Click on the Microsoft 365 card that is now listed on the PSA Integrations page
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Configuring the M365 Integration on a Tenant-by-Tenant Basis

1. Click the Connect to Microsoft 365 button to link MSP Process to a Microsoft 365 tenant
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2. Follow the Microsoft UI flow to deploy the MSP Process app
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3. Click the Sync Companies button, and then the Sync Users button
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4. You're done! Repeat with any other Microsoft 365 tenants that you want to link to the MSP Process platform.

Interacting with Microsoft 365 Contacts in the MSP Process UI

Once you've integrated MSP Process with one or more Microsoft 365 tenants, you can view those Contacts from the Contacts menu:

From the Contacts page, you can view the Mobile Number and E-mail address of each contact. From the Actions column, you can open the MSP Process Pod, which will allow you to perform End-user Verification, securely send your customers data, and respond to Technician Verification requests.