How to Set Up Your Environment for Enabling SharePoint Embedded in 5 Simple Steps

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:

Sign in to the Azure Portal.
Navigate to the Subscriptions tab on the left-hand menu.
Select the subscription where SharePoint Embedded will be used.
In the subscription overview, locate and click on Resource providers in the left-hand menu.
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.
Once enabled, wait a few moments for the changes to take effect.
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:

Sign in to the Azure Portal.
Click on the Create a resource button located in the upper left corner.
In the search bar, type Resource Group and press Enter.
Select Resource Group from the search results.
Click on the Create button to start creating a new resource group.
In the Subscription dropdown menu, choose the proper one. This subscription must have Microsoft.Syntex resource provider enabled.
Enter a unique name for the resource group.
Choose the desired region for the resource group.
Click on the Review + create button to proceed to the next step
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:

Go to the SharePoint Online Central Administration.
Sign in with your tenant administrator credentials.
Once logged in, locate and click on the Settings option on the left-hand menu.
In the Settings menu, look for the option related to SharePoint Embedded.
Click on the option to enable SharePoint Embedded.
Save your changes by clicking on the Enable button at the bottom of the page. Confirm the activation of SharePoint Embedded.
SharePoint Embedded functionality takes some time to be enabled in the tenant.