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Quick Start for SharePoint Integration (Microsoft 365)

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AgilePoint Documentation
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These are the basic steps to create and run an application with SharePoint Integration for Microsoft 365 and AgilePoint NX:

  1. Add the AgilePoint NX App to Your SharePoint Site Collection.
  2. Show the AgilePoint NX Dashboard App Part on a SharePoint Page.
  3. Create an Access Token for SharePoint.
  4. Set the AgilePoint Configuration List for Microsoft 365 Integration.
  5. Create a Process-Based App to Start from SharePoint with the App Builder.
  6. Publish a process-based app.
  7. Associate an AgilePoint Process with a SharePoint List (Microsoft 365)
  8. Start your process with the event you specified.
  9. Complete your tasks in the AgilePoint NX Dashboard.

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