Setup Guide

Getting Fieldstone up and running

This guide walks you through everything you need to install Fieldstone in your firm's Microsoft Azure environment. You don't need to be technical — just follow each step in order.

⏱ Estimated time: 15–20 minutes
1. What you'll need 2. Create an App Registration 3. Get your credentials 4. Deploy Fieldstone 5. First login
1
What you'll need before you start
Make sure you have these ready

Before deploying Fieldstone, make sure you have the following:

  • A Microsoft Azure account. If your firm uses Microsoft 365, you likely already have one. Go to portal.azure.com and sign in with your Microsoft work account to check.
  • Your Fieldstone license key. This was emailed to you when you purchased — it looks like FLDS-XXXX-XXXX-XXXX-XXXX.
  • About 15–20 minutes of uninterrupted time.
Don't have an Azure account? Go to azure.microsoft.com and click "Start free". Microsoft gives you $200 in free credit to get started, and Fieldstone's ongoing Azure costs are typically under $20/month.
2
Create an App Registration in Azure
This allows Fieldstone to connect to your Microsoft systems

An App Registration is how you give Fieldstone permission to read data from your Microsoft environment — things like SharePoint storage and user security settings. Think of it as creating a set of keys that Fieldstone can use to access your data.

Fieldstone only ever requests read-only access. It cannot modify, delete, or change anything in your Microsoft environment.
  1. Go to portal.azure.com and sign in.
  2. In the search bar at the top, type Microsoft Entra ID and click it in the results.
  3. In the left menu, click App registrations.
  4. Click + New registration at the top.
  5. Fill in the form:

    Name: Fieldstone
    Supported account types: Select "Accounts in this organizational directory only"
    Redirect URI: Select "Web" and enter your Fieldstone dashboard URL (you'll get this after deploying in Step 4 — come back and add it then)
  6. Click Register.
After clicking Register, you'll see an overview page. Keep this page open — you'll need values from it in the next step.
3
Get your three credentials
You'll need these to complete the deployment

Fieldstone needs three values from your App Registration. Here's exactly where to find each one:

What Fieldstone calls it Where to find it
Azure Client ID Required On the App Registration overview page, look for Application (client) ID. It's a long string of letters and numbers with dashes, e.g. dc7eb538-7b05-4799-83d6-f7ad3f074f3d. Copy it exactly.
Azure Tenant ID Required On the same overview page, look for Directory (tenant) ID. It looks similar to the Client ID. Copy it.
Azure Client Secret Required This one requires an extra step — see below.

To get your Client Secret:

  1. In the left menu of your App Registration, click Certificates & secrets.
  2. Click + New client secret.
  3. Give it a description — e.g. Fieldstone Secret — and set expiry to 24 months.
  4. Click Add.
  5. You'll see a new secret appear. Copy the value in the Value column immediately — it will only be shown once and disappears when you navigate away.
Important: Copy the Value column, not the Secret ID column. The Value is a longer string. If you navigate away before copying it, you'll need to delete it and create a new one.

Once you have all three values, paste them somewhere safe (like a notes app) before moving to the next step.

4
Deploy Fieldstone to Azure
One click to install everything in your environment

Click the button below to open the Azure deployment form. Azure will automatically create everything Fieldstone needs — the dashboard, database, and security vault — inside your own Azure subscription.

Deploy to Azure

Fill in the deployment form using the values you gathered in the previous steps:

Field What to enter
Subscription Your Azure subscription — should already be selected.
Resource group Click Create new and type fieldstone-prod.
Region Choose the region closest to your firm — East US works well for most US firms.
App Name Type fieldstone or your firm name — e.g. mercerholt-fieldstone.
License Key Paste your Fieldstone license key — e.g. FLDS-XXXX-XXXX-XXXX-XXXX.
Admin Email The email address where you want the daily digest sent.
Azure Client Id Paste the Application (client) ID from Step 3.
Azure Client Secret Paste the Client Secret value from Step 3.
Azure Tenant Id Paste the Directory (tenant) ID from Step 3.
Sendgrid Api Key Optional Only needed if you want email digests. Create a free account at sendgrid.com and paste your API key here.
Teams Webhook Url Optional Only needed if you want digest posts in a Teams channel. Leave blank for now.
  1. Click Review + create at the bottom.
  2. Click Create to start the deployment.
  3. Wait about 5 minutes for Azure to finish. You'll see a "Your deployment is complete" message.
  4. Click Go to resource group and find the App Service resource. Click on it and note the URL — it will look like fieldstone-abc123.azurewebsites.net. This is your dashboard URL.
5
Add your dashboard URL and sign in
Final step — connect your App Registration to your dashboard

Before you can sign in, you need to tell your App Registration where your Fieldstone dashboard lives.

  1. Go back to your App Registration in the Azure portal (search for Microsoft Entra ID → App registrations → Fieldstone).
  2. In the left menu click Authentication.
  3. Under Redirect URIs click Add URI.
  4. Paste your dashboard URL followed by /auth/callback — e.g. https://fieldstone-abc123.azurewebsites.net/auth/callback
  5. Click Save.

Now go to your dashboard URL in a browser. You'll be redirected to a Microsoft sign-in page. Sign in with your Microsoft work account and accept the permissions — Fieldstone will ask for read-only access to your Microsoft data.

You're in! Your Fieldstone dashboard is now live. Head to the Connectors page to start connecting your tools and pulling live data into the dashboard.

Your first daily digest will arrive tomorrow morning at 9am at the email address you configured.

Need help getting set up?

If you get stuck at any point, email us and we'll help you through it.

Email hello@fieldstone-app.com