Related Topics
A PDF file for end-to-end Azure/Entra configuration for both SMTP and M365 CDA can be found here: Configuring Azure For Process Director (PDF Download)
This topic discusses a product feature in active development, and is subject to change at any time.
Whether you're a Cloud customer of the Process Director platform, or a customer who has purchased a Use Case application, such as PubPro, Approvia, MIRador, etc., BP Logix will configure your Process Director and/or application installation with the values you've securely supplied to us. Please refer to the documentation for the M365 CDA property settings of the Properties page to see the details of the properties that will have to be configured.
You can now move to the final step of the configuration process, Configuring SharePoint External Access.
Other M365 CDA Configuration Topics
M365 CDA Configuration Process
- Configure SAML access for PD in Azure.
- Create and configure “Full Scope” App Registration for PD in Azure/Entra.
- Create and configure “Site” App Registration for PD in Azure/Entra.
- Grant proper “Site” App Registration permission.
- Securely exchange “Site” App Registration and related settings with Process Director.
- Configure SharePoint external sharing.
Documentation Feedback and Questions
If you notice some way that this document can be improved, we're happy to hear your suggestions. Similarly, if you can't find an answer you're looking for, ask it via feedback. Simply click on the button below to provide us with your feedback or ask a question. Please remember, though, that not every issue can be addressed through documentation. So, if you have a specific technical issue with Process Director, please open a support ticket.
