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(Optional prerequisite) Set up and configure Microsoft 365

If you plan on enabling Microsoft 365 in the Collaborator Portal, make sure that Microsoft 365 is set up and configured appropriately before you set up the Collaborator Portal. To do so:

  1. Integrate your Salesforce environment with Microsoft 365. For detailed instructions, reference the Microsoft 365 page.

  2. In Setup, search for and select Manage Connected Apps.

  3. Edit the MCM Office 365 app if you're in a production environment and the MCM Office 365 (Test) app if you're in a test environment.

  4. Under the Custom Connected App Handler section on the Apex Plugin Class field, enter mvn.PP_Office365ConnectedAppPlugIn.

  5. Click Save.