DOC-983: Update Microsoft credentials (#2298)

docs/integrations/builtin/app-nodes/n8n-nodes-base.microsoftdynamicscrm.md

@@ -12,7 +12,7 @@ Use the Microsoft Dynamics CRM node to automate work in Microsoft Dynamics CRM,
 On this page, you'll find a list of operations the Microsoft Dynamics CRM node supports and links to more resources.
 
 /// note | Credentials
-Refer to [Microsoft Dynamics CRM credentials](/integrations/builtin/credentials/microsoft/) for guidance on setting up authentication. 
+Refer to [Microsoft credentials](/integrations/builtin/credentials/microsoft/) for guidance on setting up authentication.
 ///
 
 ## Operations

docs/integrations/builtin/app-nodes/n8n-nodes-base.microsoftexcel.md

@@ -13,7 +13,7 @@ Use the Microsoft Excel node to automate work in Microsoft Excel, and integrate
 On this page, you'll find a list of operations the Microsoft Excel node supports and links to more resources.
 
 /// note | Credentials
-Refer to [Microsoft Excel credentials](/integrations/builtin/credentials/microsoft/) for guidance on setting up authentication. 
+Refer to [Microsoft credentials](/integrations/builtin/credentials/microsoft/) for guidance on setting up authentication.
 ///
 
 ## Operations

docs/integrations/builtin/app-nodes/n8n-nodes-base.microsoftgraphsecurity.md

@@ -12,7 +12,7 @@ Use the Microsoft Graph Security node to automate work in Microsoft Graph Securi
 On this page, you'll find a list of operations the Microsoft Graph Security node supports and links to more resources.
 
 /// note | Credentials
-Refer to [Microsoft Graph Security credentials](/integrations/builtin/credentials/microsoft/) for guidance on setting up authentication. 
+Refer to [Microsoft credentials](/integrations/builtin/credentials/microsoft/) for guidance on setting up authentication.
 ///
 
 ## Operations

docs/integrations/builtin/app-nodes/n8n-nodes-base.microsoftonedrive.md

@@ -13,7 +13,7 @@ Use the Microsoft OneDrive node to automate work in Microsoft OneDrive, and inte
 On this page, you'll find a list of operations the Microsoft OneDrive node supports and links to more resources.
 
 /// note | Credentials
-Refer to [Microsoft OneDrive credentials](/integrations/builtin/credentials/microsoft/) for guidance on setting up authentication. 
+Refer to [Microsoft credentials](/integrations/builtin/credentials/microsoft/) for guidance on setting up authentication.
 ///
 
 ## Operations

docs/integrations/builtin/app-nodes/n8n-nodes-base.microsoftoutlook.md

@@ -13,7 +13,7 @@ Use the Microsoft Outlook node to automate work in Microsoft Outlook, and integr
 On this page, you'll find a list of operations the Microsoft Outlook node supports and links to more resources.
 
 /// note | Credentials
-Refer to [Microsoft Outlook credentials](/integrations/builtin/credentials/microsoft/) for guidance on setting up authentication. 
+Refer to [Microsoft credentials](/integrations/builtin/credentials/microsoft/) for guidance on setting up authentication.
 ///
 
 ## Operations

docs/integrations/builtin/app-nodes/n8n-nodes-base.microsoftteams.md

@@ -13,7 +13,7 @@ Use the Microsoft Teams node to automate work in Microsoft Teams, and integrate
 On this page, you'll find a list of operations the Microsoft Teams node supports and links to more resources.
 
 /// note | Credentials
-Refer to [Microsoft credentials](/integrations/builtin/credentials/microsoft/) for guidance on setting up authentication. 
+Refer to [Microsoft credentials](/integrations/builtin/credentials/microsoft/) for guidance on setting up authentication.
 ///
 
 ## Operations

docs/integrations/builtin/app-nodes/n8n-nodes-base.microsofttodo.md

@@ -12,7 +12,7 @@ Use the Microsoft To Do node to automate work in Microsoft To Do, and integrate
 On this page, you'll find a list of operations the Microsoft To Do node supports and links to more resources.
 
 /// note | Credentials
-Refer to [Microsoft To Do credentials](/integrations/builtin/credentials/microsoft/) for guidance on setting up authentication. 
+Refer to [Microsoft credentials](/integrations/builtin/credentials/microsoft/) for guidance on setting up authentication.
 ///
 
 ## Operations

docs/integrations/builtin/credentials/microsoft.md

@@ -45,51 +45,68 @@ Refer to the linked Microsoft API documentation below for more information about
 
 Some Microsoft services require extra information for OAuth2. Refer to [Service-specific settings](#service-specific-settings) for more guidance on those services.
 
-To configure OAuth2 from scratch, [register an application with the Microsoft Identity Platform](https://learn.microsoft.com/en-us/graph/auth-register-app-v2){:target=_blank .external-link} and follow the instructions below:
+For self-hosted users, there are two main steps to configure OAuth2 from scratch:
+
+1. [Register an application](#register-an-application) with the Microsoft Identity Platform.
+2. [Generate a client secret](#generate-a-client-secret) for that application.
+
+Follow the detailed instructions for each step below. For more detail on the Microsoft OAuth2 web flow, refer to [Microsoft authentication and authorization basics](https://learn.microsoft.com/en-us/graph/auth/auth-concepts){:target=_blank .external-link}. 
+
+### Register an application
+
+Register an application with the Microsoft Identity Platform:
 
 1. Open the [Microsoft Application Registration Portal](https://aka.ms/appregistrations){:target=_blank .external-link}.
 2. Select **Register an application**.
-3. Enter a name for your app in the **Name** field.
+3. Enter a **Name** for your app.
 4. In **Supported account types**, select **Accounts in any organizational directory (Any Azure AD directory - Multi-tenant) and personal Microsoft accounts (for example, Skype, Xbox)**.
 5. In **Register an application**:
     1. Copy the **OAuth Callback URL** from your n8n credential.
     2. Paste it into the **Redirect URI (optional)** field.
     3. Select **Select a platform** > **Web**.
 6. Select **Register** to finish creating your application.
-7. Copy the **Application (client) ID**.
-8. Paste it into n8n as the **Client ID**.
-9. On your Microsoft application page, select **Certificates & secrets** in the left sidebar.
-10. In **Client secrets**, select **+ New client secret**. Refer to the instructions in [Add credentials](https://learn.microsoft.com/en-us/graph/auth-register-app-v2#add-credentials){:target=_blank .external-link} for further details.
-11. Enter a description in the **Description** field, such as `n8n credential`.
-12. Select **Add**.
-13. Copy the **Secret** in the **Value** column.
-14. Paste it into n8n as the **Client Secret**.
-15. If you see other fields in the n8n credential, refer to [Service-specific settings](#service-specific-settings) below for guidance on completing those fields.
-16. Select the circle button in the OAuth section to connect a Microsoft account to n8n.
-17. Log in to your Microsoft account and allow the app to access your info.
+7. Copy the **Application (client) ID** and paste it into n8n as the **Client ID**.
 
-For more detail on the Microsoft OAuth2 web flow, refer to [Microsoft authentication and authorization basics](https://learn.microsoft.com/en-us/graph/auth/auth-concepts){:target=_blank .external-link}. 
+Refer to [Register an application with the Microsoft Identity Platform](https://learn.microsoft.com/en-us/graph/auth-register-app-v2){:target=_blank .external-link} for more information.
 
-## Service-specific settings
+### Generate a client secret
+
+With your application created, generate a client secret for it:
+
+1. On your Microsoft application page, select **Certificates & secrets** in the left navigation.
+1. In **Client secrets**, select **+ New client secret**.
+1. Enter a **Description** for your client secret, such as `n8n credential`.
+1. Select **Add**.
+1. Copy the **Secret** in the **Value** column.
+1. Paste it into n8n as the **Client Secret**.
+1. If you see other fields in the n8n credential, refer to [Service-specific settings](#service-specific-settings) below for guidance on completing those fields.
+1. Select **Connect my account** in n8n to finish setting up the connection.
+1. Log in to your Microsoft account and allow the app to access your info.
+
+Refer to Microsoft's [Add credentials](https://learn.microsoft.com/en-us/graph/auth-register-app-v2#add-credentials){:target=_blank .external-link} for more information on adding a client secret.
+
+### Service-specific settings
 
 The following services require extra information for OAuth2:
 
-### Dynamics
+#### Dynamics
 
-Dynamics OAuth2 also requires these fields:
+Dynamics OAuth2 requires information about your Dynamics domain and region. Follow these extra steps to complete the credential:
 
-- Your **Domain**
-- **Region**: Select the Dynamics datacenter region you're within. Refer to the [Microsoft Datacenter regions documentation](https://learn.microsoft.com/en-us/power-platform/admin/new-datacenter-regions){:target=_blank .external-link} for more information on the options and corresponding URLs.
+1. Enter your Dynamics **Domain**.
+2. Select the Dynamics data center **Region** you're within.
 
-### Microsoft (general)
+Refer to the [Microsoft Datacenter regions documentation](https://learn.microsoft.com/en-us/power-platform/admin/new-datacenter-regions){:target=_blank .external-link} for more information on the region options and corresponding URLs.
 
-The general Microsoft OAuth2 also requires these fields:
+#### Microsoft (general)
 
-- **Scope**: Provide a space-separated list of scopes for this credential. Refer to [Scopes and permissions in the Microsoft identity platform](https://learn.microsoft.com/en-us/entra/identity-platform/scopes-oidc){:target=_blank .external-link} for a list of possible scopes.
+The general Microsoft OAuth2 also requires you to provide a space-separated list of **Scope**s for this credential.
 
-### Outlook
+Refer to [Scopes and permissions in the Microsoft identity platform](https://learn.microsoft.com/en-us/entra/identity-platform/scopes-oidc){:target=_blank .external-link} for a list of possible scopes.
 
-Outlook OAuth also requires these fields:
+#### Outlook
 
-- **Use Shared Inbox**: The API supports accessing a user's primary email inbox or a shared inbox. Turning this on indicates that the credential should access a shared inbox. If selected, you'll also need:
-    - **User Principal Name**: Enter the target user's UPN or ID.
+Outlook OAuth2 supports the credential accessing a user's primary email inbox or a shared inbox. By default, the credential will access a user's primary email inbox. To change this behavior:
+
+1. Turn on **Use Shared Inbox**.
+2. Enter the target user's UPN or ID as the **User Principal Name**.

docs/integrations/builtin/credentials/microsoftentra.md

@@ -28,14 +28,41 @@ This is a credential-only node. Refer to [Custom API operations](/integrations/c
 
 --8<-- "_snippets/integrations/builtin/credentials/cloud-oauth-button.md"
 
-If you need more detail on what's happening in the Microsoft OAuth web flow, refer to [Microsoft authentication and authorization basics](https://learn.microsoft.com/en-us/graph/auth/auth-concepts){:target=_blank .external-link}.
+For self-hosted users, there are two main steps to configure OAuth2 from scratch:
 
-To configure OAuth2 from scratch, [register an application with the Microsoft Identity Platform](https://learn.microsoft.com/en-us/graph/auth-register-app-v2){:target=_blank .external-link}.
+1. [Register an application](#register-an-application) with the Microsoft Identity Platform.
+2. [Generate a client secret](#generate-a-client-secret) for that application.
 
-Use these settings for your application:
+Follow the detailed instructions for each step below. For more detail on the Microsoft OAuth2 web flow, refer to [Microsoft authentication and authorization basics](https://learn.microsoft.com/en-us/graph/auth/auth-concepts){:target=_blank .external-link}. 
 
-- For **Supported account types**, select **Accounts in any organizational directory (Any Azure AD directory - Multi-tenant) and personal Microsoft accounts (for example, Skype, Xbox)**.
-- Copy the **OAuth Callback URL** from n8n and use that as the **Redirect URI** in your Microsoft application.
-- Copy the **Application (client) ID** from your Microsoft application and add it as the **Client ID** in n8n.
-- Generate a new client secret in your application. Refer to the instructions in [Add credentials](https://learn.microsoft.com/en-us/graph/auth-register-app-v2#add-credentials){:target=_blank .external-link}.
-- Copy the secret's **Value** and add it as the **Client Secret** in n8n.
+### Register an application
+
+Register an application with the Microsoft Identity Platform:
+
+1. Open the [Microsoft Application Registration Portal](https://aka.ms/appregistrations){:target=_blank .external-link}.
+2. Select **Register an application**.
+3. Enter a **Name** for your app.
+4. In **Supported account types**, select **Accounts in any organizational directory (Any Azure AD directory - Multi-tenant) and personal Microsoft accounts (for example, Skype, Xbox)**.
+5. In **Register an application**:
+    1. Copy the **OAuth Callback URL** from your n8n credential.
+    2. Paste it into the **Redirect URI (optional)** field.
+    3. Select **Select a platform** > **Web**.
+6. Select **Register** to finish creating your application.
+7. Copy the **Application (client) ID** and paste it into n8n as the **Client ID**.
+
+Refer to [Register an application with the Microsoft Identity Platform](https://learn.microsoft.com/en-us/graph/auth-register-app-v2){:target=_blank .external-link} for more information.
+
+### Generate a client secret
+
+With your application created, generate a client secret for it:
+
+1. On your Microsoft application page, select **Certificates & secrets** in the left navigation.
+1. In **Client secrets**, select **+ New client secret**.
+1. Enter a **Description** for your client secret, such as `n8n credential`.
+1. Select **Add**.
+1. Copy the **Secret** in the **Value** column.
+1. Paste it into n8n as the **Client Secret**.
+1. Select **Connect my account** in n8n to finish setting up the connection.
+1. Log in to your Microsoft account and allow the app to access your info.
+
+Refer to Microsoft's [Add credentials](https://learn.microsoft.com/en-us/graph/auth-register-app-v2#add-credentials){:target=_blank .external-link} for more information on adding a client secret.