/frappe-m365

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Aptitude Technologies

Microsoft 365 Groups

Groups in Microsoft 365 let you choose a set of people that you wish to collaborate with and easily set up a collection of resources for those people to share. Resources such as a shared Outlook inbox, shared calendar or a document library for collaborating on files.

Group types in Azure AD and Microsoft Graph

Groups are collections of principals with shared access to resources in Microsoft services or in your app. Different principals such as users, other groups, devices, and applications can be part of groups.

Azure Active Directory (Azure AD) supports the following types of groups.

  1. Microsoft 365 groups
  2. Security groups
  3. Mail-enabled security groups
  4. Distribution groups

Note: Only the Microsoft 365 groups type can be managed through our app right now.

Why we did the integration between Frappe and Microsoft 365 Groups

Improved collaboration: By integrating ERPNext and Microsoft 365 Groups, team members can collaborate more efficiently and effectively. They can easily share documents, communicate through shared inbox, schedule meetings using shared calendar, and track project progress using shared OneNote notebook.

Centralized data management: ERPNext provides robust functionality for managing business processes, such as finance, inventory, and procurement, while Microsoft 365 Groups provide a central hub for managing communication, collaboration, and project management. By integrating these two systems, businesses can benefit from a centralized platform for managing both operational and collaborative tasks.

Enhanced productivity: Integration between ERPNext and Microsoft 365 Groups can help streamline workflows, automate tasks, and reduce manual data entry, freeing up employees to focus on more important tasks.

Increased visibility and control: ERPNext provides real-time visibility into business processes, while Microsoft 365 Groups provides real-time visibility into project progress and collaboration. By integrating these systems, businesses can gain a more comprehensive view of their operations, enabling better decision-making and control.

Main Features

  1. Create and Manage multiple MS365 Groups
  2. Manage Group Members
  3. One SharePoint site per Group
  4. Manage file storage
  5. Supports Version 13 and Version 14

How to Install

Self Hosting:

  1. bench get-app https://github.com/Aptitudetech/frappe-m365.git
  2. bench --site [your.site.name] install-app frappe-m365
  3. bench --site [your.site.name] migrate
  4. bench restart

Bug report:

Please Create Github Issue here

Dependencies:

Setup and Use:

In Frappe M365

  1. Go to → M365 Groups

    Enter Group Information

    • When creating an M365 Group, if no Group Members are specified, the Group will be created without specific permissions.
    • When a user is associated with the Group, user added as a member in the Group. Afterward, if a user is removed from the Group, it will be also removed from the Group

  1. Go to → M365 Groups Settings ->

    Setup and define following settings:

    1. App Oauth Information.

    2. Enable and Disable file sync.

      • Only new files will be synchronized.

    3. Replace File Link with SharePoint site web url.

      • If unchecked, file will reside on both sides.
      • If checked, file resides ONLY in SharePoint.

    4. Default Group for all your files.

      • Default group with which files will be synchronized.

    5. Module Settings:

      1. Define Module and Default Group for file sync.
      2. Add Role based file sync.
      • On this table, the app provides the flexibility to override the "Default M365 Group" and configure specific Group per Module.
      • If the user(s) is not the part of your Organization, those user(s) will not be added to the M365 group
      • If a Role is specified, only users part of this role will synchronize over the specified group. Other users will default to the "Default M365 Group".
      • If a Role is selected, Default Group is mentioned and Update User(s) is clicked, all the user(s) having that role will become the members of that Group.

In Microsoft Azure Active Directory

  1. Go to → Your Azure Portal -> Create New App Registration and use it for Connected Apps

  1. Add some extra delegated permissions in your App permissions list
    1. offline_access
    2. Files.ReadWrite.All
    3. Sites.FullControl.All
    4. User.Read.All
    5. Group.ReadWrite.All

License

MIT