You can install Ultimate Forms on Microsoft 365 using web-based installation wizard, without having to perform multiple manual steps.

Quick guide

• If you still haven't done so, create app catalog.
• Go to this page. You must be a Global administrator.
• Enter site URL. Either make available to all sites without having to add to each site individually or deploy to the specified site.
• Click Submit.
• A pop-up window will open. Enter your Microsoft 365 credentials and grant the the app the required SharePoint data access permissions.
• The process will now continue in the background and you will be able to view its steps in real time.

 

Post-installation steps

Once the process is complete, two links will be displayed:

1. Grant access to APIs - allow the app access to various resource, including SharePoint, Term Store and Entra ID (formerly Azure AD).
2. Create an app principal - required to allow the app to use event receivers.

• Minimal required permissions
• Granting access to APIs