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.
Before deploying Fieldstone, make sure you have the following:
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 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:
Once you have all three values, paste them somewhere safe (like a notes app) before moving to the next step.
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.
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. |
Before you can sign in, you need to tell your App Registration where your Fieldstone dashboard lives.
https://fieldstone-abc123.azurewebsites.net/auth/callbackNow 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.
Your first daily digest will arrive tomorrow morning at 9am at the email address you configured.
If you get stuck at any point, email us and we'll help you through it.
Email hello@fieldstone-app.com