This article only applies to your community if your Firstup contract includes this functionality. Please contact your Customer Success Manager with any questions about feature availability for your community.

The Microsoft Search integration seamlessly connects the Firstup application with SharePoint and OneDrive, allowing you to search for content directly from your web or mobile experience.

This integration leverages the Microsoft Search API to provide a unified and efficient search experience, ensuring that results are tailored to each user's specific permissions. For more information on the technical details of this integration, including how to enable it, refer to our Enabling Microsoft SharePoint Search Integration guide. 

After the integration is enabled, connect your Microsoft work account and search for files, folders, pages, news, documents, and SharePoint sites that you already have permission to access. 

Key features of the integration include:

• Unified Search Experience: Users can search for documents, files, lists, and sites across SharePoint and OneDrive without leaving your community.
• Configured Search Scope: Search results can be limited to specific SharePoint sites and subsites, helping users find content from the most relevant locations.
• Permission-Based Results: Search results are scoped according to the user's permissions, ensuring that users only see content they are authorized to access.
• Efficient Content Retrieval: By utilizing the Microsoft Search API, the integration ensures quick and accurate retrieval of relevant content, enhancing user productivity
• Secure and Compliant: The integration maintains high standards of security and compliance by adhering to Microsoft’s robust authentication and authorization protocols.

This integration is ideal for organizations looking to enhance their collaboration tools by providing seamless access to essential content stored in SharePoint and OneDrive, all from a single interface.

User Access

When attempting to access a SharePoint or OneDrive file from the returned search for the first time, you need to log in to your Microsoft account to connect the integrated search. The Microsoft connection wizard appears in your member experience, and takes you through this connection process. 

The connection remains active until Microsoft requires the member to reconnect. This can occur when a refresh token expires, depending on the organization’s Microsoft policies and application configuration.

User Experience

Once connected, you can search for SharePoint or OneDrive files directly in your member experience search bar. 

• Search results will appear in the order they were created.
• SharePoint search supports Keyword Query Language (KQL). For a syntax reference, see this page.

Searching document contents

SharePoint search can find keywords within supported text-based documents, including Word documents and PDFs. A document can therefore appear in search results when the matching text is within its contents.

For OneNote notebooks stored in SharePoint, you can search by notebook title and open the notebook from the returned link. Searching within OneNote notebook pages is not supported.

SharePoint Site and Subsite Scoping

You can limit Microsoft search results to specific SharePoint sites and subsites. When search locations are configured, results only include content from those locations. For example, if a specific subsite is configured, content from sibling subsites and other unconfigured SharePoint locations is excluded.

Microsoft permissions continue to apply. Users only see content they already have permission to access.

SharePoint and OneDrive Search 

The following example shows a search for "Public". Microsoft is selected as the search filter, so the results shown are from the connected Microsoft OneDrive and SharePoint integration. Any configured site or subsite restrictions are applied to these results.