Quick Start for SharePoint Integration (Microsoft 365)

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 with SharePoint as the data source.
6. Publish a process-based app.

   For more information, refer to (Example) Save, Check In, and Publish a Process-Based App.

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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.