How to Set Up Your Environment for Enabling SharePoint Embedded in 5 Simple Steps
Tags: sharepoint, embedded
Published: 2024-03-02 11:00:00

Microsoft instructions might be a bit unclear as it releases documentation at the same time **SharePoint Embedded** is going through release stages (now, it's in Feature Preview). In this article, I'll walk you through setting up your environment for utilizing **SharePoint Embedded**. 

The guide comprises 5 concise and straightforward steps. It ensures you can execute them with minimal effort:

- Step 1 - Obtain a *Microsoft 365* Tenant Admin Account
- Step 2 - Obtain an *Azure* Account
- Step 3 - Enable *Syntex*
- Step 4 - Create a new *Resource Group*
- Step 5 - Enable **SharePoint Embedded**


## Step 1 - Obtain a Microsoft 365 Tenant Admin Account

To turn on **SharePoint Embedded**, you'll require the *Microsoft 365* tenant admin account. It's essential to have this. Just reach out to your IT department or the team managing your *Microsoft 365* account to get it.


## Step 2 - Obtain an Azure Account

To set up the billing for **SharePoint Embedded**, you'll need an *Azure* account. This account should have permission to contribute to the *Azure Subscription* service. Additionally, it must be assigned the *SharePoint Administrator* role.


## Step 3 - Enable Syntex

Activate the `Microsoft.Syntex` resource provider in your *Azure Subscription* service. This enables **SharePoint Embedded** to make calls and requests.

Here are the steps to enable it:

1. Sign in to the *Azure Portal*.
2. Navigate to the *Subscriptions* tab on the left-hand menu.
![Azure left-hand menu - Subscriptions](https://substackcdn.com/image/fetch/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F626de95f-321d-4acf-b62c-c1b56290f438_800x400.png)
3. Select the subscription where **SharePoint Embedded** will be used.
![Azure Subscriptions list](https://substackcdn.com/image/fetch/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Febfc4297-9252-4053-a0f9-fbeb3def24d0_800x400.png)
4. In the subscription overview, locate and click on *Resource providers* in the left-hand menu.
![Azure Subscriptions left-hand menu](https://substackcdn.com/image/fetch/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fde5b6621-f9bd-4c2c-8daf-7aa1f7c5ec25_400x800.png)
5. In the list of available resource providers, find `Microsoft.Syntex` and ensure it's enabled. If it's not enabled, click on it and then click *Register* to enable it.
![Microsoft.Syntex resource provider](https://substackcdn.com/image/fetch/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F85cf8220-ec1c-40a8-a1e1-3ed3fecf9800_800x400.png)
6. Once enabled, wait a few moments for the changes to take effect.
7. Confirm `Microsoft.Syntex` status shows *Registered* for an effective configuration.


## Step 4 - Create a new Resource Group

Establish a dedicated *Azure Resource Group* to oversee the expenses related to **SharePoint Embedded**.

Here are the steps to create it:

1. Sign in to the *Azure Portal*.
2. Click on the *Create a resource* button located in the upper left corner.
![Azure - Create resource option](https://substackcdn.com/image/fetch/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F049554e7-87ec-4da6-82ce-c53a869cce24_800x400.png)
3. In the search bar, type *Resource Group* and press *Enter*.
4. Select *Resource Group* from the search results.
5. Click on the *Create* button to start creating a new resource group.
![Resource Group service to create](https://substackcdn.com/image/fetch/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fda6c6f43-fa85-4251-90a5-2b0c4e580aa9_800x400.png)
6. In the *Subscription* dropdown menu, choose the proper one. This subscription must have `Microsoft.Syntex` resource provider enabled.
![Azure Resource Group creation](https://substackcdn.com/image/fetch/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F54898a73-e38a-414f-bbbb-3ad3da1553b0_800x400.png)
7. Enter a unique name for the resource group.
8. Choose the desired region for the resource group.
9. Click on the *Review + create* button to proceed to the next step
10. Review the details and click on the *Create* button to create the resource group.

## Step 5 - Enable SharePoint Embedded

Access the *SharePoint Online Central Administration*, and navigate to the *Settings* option. Then, activate **SharePoint Embedded** in your tenant.

Here are the steps to enable it:

1. Go to the *SharePoint Online Central Administration*.
2. Sign in with your tenant administrator credentials.
3. Once logged in, locate and click on the *Settings* option on the left-hand menu.
![Microsoft - Settings menu in SPO Central Administration](https://substackcdn.com/image/fetch/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8a184f56-d364-406f-8a2e-0868af2980b2_800x400.png)
4. In the *Settings* menu, look for the option related to **SharePoint Embedded**.
![Microsoft - Settings available options in SPO Central Administration](https://substackcdn.com/image/fetch/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00ac1d72-3700-4230-911d-90ec6d52fcf1_800x400.png)
5. Click on the option to enable **SharePoint Embedded**.
![Microsoft - SharePoint Embedded enablement configuration panel](https://substackcdn.com/image/fetch/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6c525486-6546-49e8-b86b-e155df587b6f_800x400.png)
6. Save your changes by clicking on the *Enable* button at the bottom of the page. Confirm the activation of **SharePoint Embedded.**
7. **SharePoint Embedded** functionality takes some time to be enabled in the tenant.

## Final thoughts

Following these steps allows you to set up your environment to start developing SharePoint Embedded applications. As you saw, it is as easy as this.

Did you already have your environment ready? Comment it below.

Share with your colleagues if you find it useful.


## References

- *Azure resource providers and types: [https://learn.microsoft.com/en-us/azure/azure-resource-manager/management/resource-providers-and-types](https://learn.microsoft.com/en-us/azure/azure-resource-manager/management/resource-providers-and-types)*
- *Enable SharePoint Embedded: [https://learn.microsoft.com/en-us/sharepoint/dev/embedded/getting-started/enable-sharepoint-embedded](https://learn.microsoft.com/en-us/sharepoint/dev/embedded/getting-started/enable-sharepoint-embedded)*
- *SharePoint Embedded Billing experience: [https://learn.microsoft.com/en-us/sharepoint/dev/embedded/concepts/admin-exp/billing](https://learn.microsoft.com/en-us/sharepoint/dev/embedded/concepts/admin-exp/billing)*
- *Introduction to SharePoint Embedded: [https://learn.microsoft.com/en-us/training/modules/sharepoint-embedded-setup/2-intro-sharepoint-embedded](https://learn.microsoft.com/en-us/training/modules/sharepoint-embedded-setup/2-intro-sharepoint-embedded)*
- *Enable SharePoint Embedded in your Microsoft 365 SharePoint Online tenant: [https://learn.microsoft.com/en-us/training/modules/sharepoint-embedded-setup/3-exercise-enable-sharepoint-embedded](https://learn.microsoft.com/en-us/training/modules/sharepoint-embedded-setup/3-exercise-enable-sharepoint-embedded)*