title: "Addendum 16 — Office 365 — Word + Excel Integration" date: "2026-09-01" author: "GoWeBa Platform Team" tags: ["office365", "word", "excel", "microsoft", "graph-api", "productivity"]

Addendum 16 — Office 365 — Word + Excel Integration

Overview

GoWeBa now integrates Microsoft Word and Microsoft Excel directly into your platform. Create, edit, and manage your Office documents from your CRM — without ever leaving GoWeBa.

CSP Resale Model: GoWeBa provides Microsoft 365 licenses through its Cloud Solution Provider (CSP) program, with unified billing integrated into your subscription plans.

Architecture

GoWeBa User
       │
       ▼  (OAuth2 Authorization Code)
┌──────────────────┐
│  M365 Connection  │  ← /api/v1/office365/connect
└────────┬─────────┘
         │
         ▼
┌──────────────────┐
│  Microsoft Graph  │  ← Microsoft REST API
│      API          │
└────────┬─────────┘
         │
         ▼
┌──────────────────┐
│  OneDrive / SPO   │  ← File Storage
└──────────────────┘

Word Features

Available Operations

Endpoint	Description
`POST /word/create`	Create a new Word document
`GET /word/list`	List all Word documents
`GET /word/:fileId/content`	Download document content
`PUT /word/:fileId/content`	Update document content
`DELETE /word/:fileId`	Delete a document
`POST /word/:fileId/convert-pdf`	Convert Word to PDF

Use Cases

Quotes & proposals — Generate a pre-filled Word document with deal data
Contracts — Create and edit contracts linked to your contacts
Reports — Export your CRM data into a formatted Word document
PDF Conversion — Instantly transform your documents to PDF for delivery

Excel Features

Available Operations

Endpoint	Description
`POST /excel/create`	Create a new Excel workbook
`GET /excel/list`	List all Excel workbooks
`GET /excel/:fileId/worksheets`	List worksheets in a workbook
`GET /excel/:fileId/worksheets/:sheetName/range`	Read a cell range
`PATCH /excel/:fileId/worksheets/:sheetName/range`	Write to a cell range
`DELETE /excel/:fileId`	Delete a workbook

Use Cases

Dashboards — Export your KPIs to a shareable Excel file
Data Import/Export — Sync your contacts and deals with Excel
Budgets — Manage your budgets directly from the platform
Analytics — Create spreadsheets with your pipeline data

Connection & Authentication

OAuth2 Flow

User clicks "Connect Office 365" in GoWeBa
Redirect to Microsoft login page
User authorizes access to their files
Automatic redirect back to GoWeBa with secure tokens
Tokens are encrypted at rest (AES-256) in the database

Security

Delegated authentication: each user connects their own Microsoft account
Encrypted tokens: access_token and refresh_token stored with AES-256 encryption
Automatic renewal: expired tokens are refreshed transparently
Revocation: disconnect at any time via /api/v1/office365/disconnect

File Tracking

Tracked Files

GoWeBa maintains a registry of files linked to your organization:

Endpoint	Description
`GET /tracked-files`	List tracked files
`POST /tracked-files/:fileId/track`	Track a file
`DELETE /tracked-files/:fileId/untrack`	Untrack a file

This creates a bidirectional link between your Office documents and CRM entities (contacts, deals, organizations).

Azure Prerequisites

Note for administrators: the Azure AD app registration must have the following Microsoft Graph permissions enabled:

Files.ReadWrite (delegated)

User.Read (delegated)

Users must have a Microsoft 365 Business Basic (or higher) license to access OneDrive for Business.

Next Steps

Pre-configured Word templates for quotes/contracts
Automatic Excel ↔ CRM Pipeline sync
Real-time collaboration on shared documents