---
title: "Set Up Microsoft 365 License Data"
slug: "set-up-microsoft-365-license-data"
updated: 2026-11-03T15:22:46Z
published: 2026-11-03T15:22:46Z
canonical: "support.controlup.com/set-up-microsoft-365-license-data"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.controlup.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up Microsoft 365 License Data

Microsoft 365 License Features Are in Beta

Microsoft 365 license usage, cost, and opportunity features in ControlUp for Apps are currently in Beta. To join the Beta program, contact your ControlUp representative.

Before you can review Microsoft 365 seat usage, costs, and potential savings in ControlUp for Apps, you must add license data to the **Default Microsoft 365** app group.

You can add Microsoft 365 license data in either of the following ways:

- **[API Connection](/docs/set-up-microsoft-365-license-data#connect-license-data-with-api) (recommended)**: Gets license data directly from Microsoft 365. This provides the most complete view, including plans, paid and assigned seats, service activity, costs, and opportunities based on available license and activity data.
- **[Manual](/docs/set-up-microsoft-365-license-data#add-license-data-manually)**: Enter the total paid seats and cost per seat yourself. This provides basic license cost tracking but does not include plan, employee, or service activity data.

## Prerequisites

Before you add Microsoft 365 license data, make sure you have:

- Completed the required [ControlUp for Apps onboarding](/v1/docs/deploy-controlup-for-apps).
- The relevant **App Group Licenses** permissions to view, add, update, or remove license data. For details, see [Permissions Reference](/v1/docs/permissions-reference).

## Connect License Data With API

An API connection gets license and activity data directly from Microsoft 365. To connect, use a **Microsoft 365 Admin Reporting** integration. You can select an existing integration or add a new one in **License Settings**. You can also create and manage these integrations from **Workflows** > **Integrations**.

To select, add, edit, or test integrations, you need the relevant Workflows permissions. For details, see [Permissions Reference](/v1/docs/permissions-reference).

Before you add an integration, make sure the Microsoft Entra application has these Microsoft Graph application permissions:

- `Reports.Read.All`
- `User.Read.All`
- `Directory.Read.All`
- `AuditLog.Read.All`

Microsoft 365 Report Access Required

In addition to the Microsoft Graph application permissions, the Microsoft account used for the integration must have a Microsoft 365 role that allows access to reports. If the connection test succeeds but license data does not load, check the account's Microsoft 365 role assignments.

For more information about creating and managing integrations in Workflows, see [Workflow Integrations](/v1/docs/create-flows-and-integrations).

### Select or Add a Microsoft 365 Integration

1. Go to **Applications** > **Details**.
2. Select the **Default Microsoft 365** app group.
3. Click the settings icon next to **API connected**.
4. Select the **API Connection** tab.
5. Do one of the following:
  - Select an existing integration from the **Integration** dropdown.
  - Click **Add Integration** to create a new integration.
6. If you add a new integration:
  1. Enter an **Integration name**.
  2. Enter the **Tenant ID**, **Client ID**, and **Client Secret** for the Microsoft Entra application.
  3. Click **Test connection** to make sure the connection works.
  4. Click **Save**.
7. Enter the **Application owner** and **Application owner email**.
8. Click **Save**.

After the connection is saved, the app group displays **API connected**, and Microsoft 365 license data becomes available in the **Licenses** tab.

### Manage the Microsoft 365 Integration

Click the settings icon next to **API connected**, then select **API Connection** to manage the integration connected to the **Default Microsoft 365** app group.

You can:

- **Change the integration**: Select another available integration from the **Integration** dropdown.
- **Test the connection**: Click **Test connection** to check that the saved integration can connect to Microsoft 365.
- **Edit the integration**: Click **Edit integration** to update the integration name, tenant ID, client ID, or client secret. Leave **Client Secret** blank to keep the current secret.
- **Add an integration**: Click **Add Integration** to create another **Microsoft 365 Admin Reporting** integration.
- **Remove licensing**: Disconnect the integration from the app group.

Integrations created or edited in ControlUp for Apps are also available with the same changes in Workflows.

## Add License Data Manually

To track Microsoft 365 license costs without connecting to Microsoft 365, enter the license data manually:

1. Go to **Applications** > **Details**.
2. Select the **Default Microsoft 365** app group.
3. Click the settings icon next to the license connection status.
4. Select the **Manual** tab.
5. Enter the **Number of purchased licenses**.
6. Enter the **Cost per license**.
7. Enter the required **Application owner** and **Application owner email**.
8. Click **Save**.

Manual setup provides basic license cost tracking. It does not include plan assignments, employee or service activity data, or opportunities.

## Review License Usage and Costs

After you add license data, see [Microsoft 365 License Usage and Costs](/v1/docs/microsoft-365-license-usage-and-costs) to learn what information is available for your setup method and how to review it.