Depending on your privileges and account or role type, different functionality is available. The following sections describe the various Microsoft 365 license and ArcGIS account types available and how to get the most out of ArcGIS for Microsoft 365.
Microsoft 365 license
Your Microsoft 365 license has an administrator who oversees your user privileges.
To perform the functions associated with an ArcGIS for Microsoft 365 component, your Microsoft 365 system administrator must grant your Microsoft 365 license the correct user type and role privileges.
The Microsoft 365 components have the following roles:
- Microsoft Excel—Administrators, Users, and Unlicensed users
- Microsoft Power BI—Administrators, Contributors, and Viewers
- Microsoft SharePoint—Administrators, Contributors, and Readers
This help documentation refers to these Microsoft roles as Administrators, Contributors, and Viewers. Contributors have editing rights, such as creating maps in ArcGIS for Microsoft 365, and Viewers can view those maps.
Each workflow topic lists the Microsoft license requirements to perform the workflow, if applicable. See the Organizational settings topic for Administrator workflows.
ArcGIS accounts are used to access ArcGIS content from your organization and, if enabled by your administrator, publicly shared content published by the GIS community, including Esri, local governments, and agencies around the world.
The following are the two types of ArcGIS accounts referenced throughout this help documentation:
- Standard user—Licensed Microsoft 365 users can access ArcGIS for Microsoft 365 products (ArcGIS for Excel, ArcGIS for Power BI, ArcGIS for SharePoint, and ArcGIS for Teams) without signing in to ArcGIS. This is the standard configuration.
- ArcGIS account—To access additional functionality, sign in with your ArcGIS account credentials. The available ArcGIS functionality is based on your user type and role, which is configured by your ArcGIS organization administrator. You can sign up for a free trial ArcGIS Online subscription. It is assumed that the authentication method used to access ArcGIS has been properly configured by your ArcGIS administrator. Public ArcGIS accounts are not supported.
Each workflow topic lists the ArcGIS account type you need to perform the steps in the workflow.
ArcGIS services and privileges (ArcGIS for Power BI)
To use ArcGIS for Power BI with ArcGIS, your system administrator must configure your ArcGIS account to have access to the following services:
- ArcGIS World Geocoding Service or locator service
- ArcGIS GeoEnrichment Service
- ArcGIS Network Analyst extension
The following account privileges, available under General privileges, must be configured:
- Members > View
- Groups > Join organizational groups
- Groups > View groups shared with portal
- Content > View content shared with portal
- Content > Content and analysis > Geocoding, GeoEnrichment, Network analysis
If one or more of these services or privileges are not established, some ArcGIS for Power BI functionality will be limited. The following examples describe what to expect when services or privileges are not established or are not available:
|Service or privilege||Description|
|ArcGIS Living Atlas|
ArcGIS actions and privileges (ArcGIS Connectors for Power Automate)
To use ArcGIS Connectors for Power Automate with the available actions for ArcGIS, your system administrator must configure your ArcGIS account with the following privileges:
Publish hosted feature layers
To use ArcGIS Connectors for Power Automate, you must also have a Microsoft Power Automate (Microsoft 365) account, the proper licensing, and either an ArcGIS organizational account or an ArcGIS API key.
Get an ArcGIS account
If you are a member of an ArcGIS Online organization, you can create an ArcGIS account, join your organization, and access the actions in ArcGIS Connectors for Power Automate or the ArcGIS Connectors for Power Automate PaaS connector.
If you aren't a member of an ArcGIS Online organization, you can sign up for a free trial account.
Get an ArcGIS API key
You need either an ArcGIS Developer account or an ArcGIS Online account with a user type of Creator or higher to access the developer dashboard and manage your API keys. You cannot use an ArcGIS Enterprise account type. For more information, see Known limitations.
To get an ArcGIS API key, follow the steps in the ArcGIS Developers Create and manage an API key tutorial.
If you do not have an ArcGIS account, Standard users can use basic ArcGIS for Microsoft 365 functionality, but some advanced functionality is not available.
ArcGIS for Excel
ArcGIS for Excel Standard users can view and use public ArcGIS content and a subset of layers from ArcGIS Living Atlas of the World. Standard users can add x,y points from Excel to a map, pan and zoom a map, and view pop-ups. Private layers and some map tools, such as analysis tools, are not available.
The following table compares ArcGIS for Excel Standard user and Microsoft 365 account holder functionality based on user type:
|Functionality||Standard user||Microsoft Viewer||Microsoft Contributor|
Set of four basic basemaps
Public ArcGIS content
ArcGIS Living Atlas content
Curated subset of content
Buffer/Drive time analysis
Publish to ArcGIS
ArcGIS for Power BI
The following table compares ArcGIS for Power BI Standard user and ArcGIS account holder functionality and limitations:
|Functionality||Standard user||ArcGIS Online or ArcGIS Enterprise account|
Buffer/Drive time analysis
When you create a map or share content, consider your target audience. Premium content from your ArcGIS organization may not be available to users who are not subscribers. The following table indicates the type of content that is available to users:
Content included with ArcGIS for Microsoft 365
Publicly shared ArcGIS content
Private content from your ArcGIS organization
ArcGIS users in your organization with valid, established user credentials and privileges (users may need to sign in)
Note:For ArcGIS for Power BI users, maps and data that contain premium or private ArcGIS content can only be accessed by those who sign in with an ArcGIS account that has the appropriate user type and privileges. If you are not signed in to ArcGIS for Power BI, a message appears blocking the relevant, secured content. You must sign in to view secured, private, or premium ArcGIS content.
ArcGIS for Microsoft 365 works directly with an ArcGIS Online organization or an ArcGIS Enterprise instance. Although users can use ArcGIS for Microsoft 365 without signing in to ArcGIS, certain functionality is limited. Signing in to ArcGIS connects your Microsoft product to an ArcGIS organization and enables full functionality. For example, changes to a dataset that were previously used to create a map are reflected in pop-ups and, in some cases, in the map's appearance.
The authentication method used to sign in is determined by the security features set up by your ArcGIS Online or ArcGIS Enterprise organization administrator. For more information about ArcGIS authentication and to ensure that security settings are properly implemented, refer to the security documentation for ArcGIS Online or ArcGIS Enterprise.
ArcGIS connection (SharePoint and Excel)
ArcGIS for SharePoint supports the following authentication methods for connecting to ArcGIS:
- Built-in accounts—Users provide their ArcGIS Online credentials. This results in the use of token-based authentication using OAuth 2.0.
- Enterprise logins—Enterprise logins are supported using Security Assertion Markup Language (SAML) 2.0. See Configure enterprise accounts for more information.
ArcGIS for Excel supports compatibility with ArcGIS Enterprise in the following versions:
ArcGIS for Excel 2022.2
Renew ArcGIS credentials (SharePoint)
Beginning with version 5.0, ArcGIS for SharePoint uses a server-side user login solution that uses an app ID and refresh token to generate a secure access token. Access tokens represent your ArcGIS credentials and are used to ensure secure transactions when using ArcGIS for SharePoint. In most cases, refresh tokens do not expire, but you can configure them so they do.