How to set up the Dropbox Dash connector for Microsoft 365

Overview

The Dropbox Dash connector for Microsoft 365 allows users to search for and receive answers about their content on Dash. Users can get answers to their queries directly from Dash or access their content on my.sharepoint.com or teams.microsoft.com, redirected from Dash results with a simple click. By setting up the Dropbox Dash connector for Microsoft 365, administrators enable sync of an organization’s Sharepoint, OneDrive and Teams contents with Dash.

Service account requirements

The Dropbox Dash connector for Microsoft 365 relies on a Microsoft Global Administrator authenticating and authorizing a company-level connector between a company’s Microsoft 365 platform and Dropbox Dash. As a better security practice, and to avoid disruption between the Microsoft 365 platform and Dash integration (for instance in the event of an admin leaving the company), it’s strongly recommended creating a non-human admin service account in Microsoft Azure Entra specifically used to integrate with Dash.

More information along with naming convention recommendations for service accounts can be found in the Service account recommendations for SaaS service integrations with Dropbox Dash document.

For this document, “svc-dropboxdash-microsoft-365” is referenced as the recommended account name for the service account.

Overview of setup:

Step 1: Create a new admin Service Account.

Step 2: Connect Microsoft 365 to Dropbox Dash using the Service Account.

This will be covered during your implementation call.

How to create an admin service account for the Dropbox Dash integration

1. Open Microsoft Azure as an admin. some text
   1. Microsoft Azure can be accessed at https://portal.azure.com/#home.
2. Click Microsoft Entra ID.

3. Click Manage on the left sidebar.
4. Click Users in the dropdown menu.

5. Click New user.
6. Click Create new user in the dropdown menu.

7. Type svc-dropboxdash-microsoft-365 in the user principal name (UPN) field.
8. Open the dropdown menu under User principal name to select the domain to which the user will be associated.
9. Leave Mail nickname as Derive from user principle name.
10. Type svc-dropboxdash-microsoft-365 in the Display name field.
11. Type a new password in the Password field.
    1. You can either use the auto-generated password provided or set your own.
    2. In either case, note the password somewhere safe, such as your password management vault.

12. Leave Account enabled as checked.
13. Click the Next: Properties button at the bottom of the page.

14. Type svc-dropboxdash-microsoft-365 in the First name field.
15. Click the Next: Assignments button at the bottom of the page.

16. Click Add role to open the Directory roles pane on the right.
17. Type Global in the search field.
18. Check the Global Administrator role for this service account user.
19. Click the Select button at the bottom of the page.

• You should now see Global Administrator as a role for this user.

20. Click the Next: Review + create button at the bottom of the page.

• You should now see an overview of the account to be created.

21. Verify that the User principal name is svc-dropboxdash-microsoft-365.
22. Verify that the assigned role is Global Administrator.
23. Click Create to complete user creation.

• You’ll be returned to the Users page and should see a Successfully created user pop-up message.

24. Refresh the page to see your new service account.

✅ Congratulations

You have now successfully created your service account that can be used for the Microsoft 365 for Dropbox Dash connector!

How to connect Microsoft 365 to Dropbox Dash using the service account

1. Log in to dropbox.com with your admin credentials.
2. Click Admin console in the left sidebar.

4. Click Dash in the left sidebar.
5. Click Apps.

6. Click the More apps tab.
7. Click +Add to the right of the Microsoft 365 connector.

8. Click Continue.

• In the pop-up menu, you’ll be prompted to authenticate with Microsoft.

9. Type the email address for the svc-dropboxdash-microsoft-365 service account created in the previous steps.
10. Click Next.

11. Enter the password for the svc-dropboxdash-microsoft-365 service account.
12. Click Sign in.

If you require multi-factor authentication (MFA) for accounts in your environment, you may be prompted for additional authentication associated with the service account.

13. Scroll down and click Accept.

• You’ll see a confirmation pop-up that Microsoft 365 was connected.

14. Click the Your apps tab.
15. You should now see Microsoft 365 added as a connector.

Congratulations! You’ve now successfully connected Microsoft 365 as a company connector to Dropbox Dash.