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Authentication handoff checklist

Complete this checklist when tenant authentication is available. No secrets are needed for build or test.

  1. Create or select the single-tenant Entra application. The helper under deployment/entra can create one without a secret.
  2. Add delegated profiles productivity,collaboration; add device_read or device_admin only if Intune is required. Review every resolved permission.
  3. Grant administrator consent where the tenant requires it. Separately grant Sites.Selected access to each approved SharePoint site.
  4. Choose broker/browser for a person, certificate/application for a daemon, or managed/workload identity on Azure. Do not place a secret in Git or a command line.
  5. Populate a local .env from .env.example. Start with writes and destructive actions disabled.
  6. Copy the integration example to a protected local file. Replace Dataverse, named-flow, Intune-device, and companion-device placeholders; keep unused integrations absent or disabled.
  7. Run microsoft-config --require-identity, then microsoft-mcp --transport stdio; call get_microsoft_configuration, then login for delegated mode and verify_login. If configured, call login_power_platform and login_windows_companion to grant the separate resource-audience consents.
  8. Verify one read in each consented service: latest mail, calendar, a drive, selected SharePoint site, Teams, Dataverse flow list, and Intune device.
  9. Enable MICROSOFT_ALLOW_WRITES=true; test a draft email, test calendar event, generated document upload, and a non-production named flow.
  10. Deploy the Office add-in over HTTPS and verify host capability reporting before testing edits.
  11. Enroll one non-production laptop, confirm outbound relay health, and test inventory before any sensitive or state-changing action.
  12. Enable destructive actions only after approval/audit capture is working. Test against a designated lab device, then disable the flag again unless it is operationally required.

Record tenant/client IDs, consent date, profile names, site grants, allowed device IDs, certificate expiry, and test correlation IDs. Do not record tokens, private keys, trigger URLs, mail/document content, or clipboard/file payloads.