Connect with Integration Service

Integration Service connectors use:

• OAuth 2.0 authorization code flow with delegated permissions
• OAuth 2.0 client credentials flow with application permissions.

The Microsoft 365 modern activities and triggers establish an authenticated connection to the Integration Service Microsoft OneDrive & SharePoint, Microsoft Outlook 365, and Microsoft 365 connectors. To learn more about Integration Service connections, refer to Set up Integration Service connectors.

When you connect to the Microsoft connectors in Integration Service, you have the option to use the standard Integration Service UiPath Public App registration (with a set of default, non-configurable scopes) or create your own application with Microsoft and customize the scopes you need.

Microsoft Authentication flow	Integration Service connection	Robot type - Attended	Robot type - Unattended	API permission type
OAuth 2.0 authorization code flow	OAuth 2.0 Authorization code (Public App)			Delegated permissions
	Bring your own OAuth 2.0 app			Delegated permissions
OAuth 2.0 client credentials flow	OAuth 2.0 Client credentials			Application permissions

Set up Integration Service connectors

To enable the Microsoft 365 activities and trigger activities, you must create connections for their respective Microsoft 365 connectors in Integration Service:

• Calendar activities use the Microsoft Outlook 365 connector.
• Excel Online activities use the Microsoft OneDrive & SharePoint connector.
• Files activities use the Microsoft OneDrive & SharePoint connector.
• Outlook activities use the Microsoft Outlook 365 connector.
• SharePoint activities use the Microsoft OneDrive & SharePoint connector.

Additionally, you can access any Microsoft Graph API using the Microsoft 365 connector and the Microsoft 365 HTTP Request activity.

Important: For both Microsoft OneDrive & SharePoint and Microsoft Outlook 365, you can use the UiPath public application or bring your own application, with custom permissions. Follow the steps described in Microsoft OneDrive & SharePoint authentication and Microsoft Outlook 365 authentication.

Create connections

You can create the connections in Integration Service or you can create a process in Studio or Studio Web and add the connections when you start adding Microsoft 365 activities to your workflow.

If you want to create the connections beforehand:

1. Go to Integration Service in UiPath Automation Cloud^TM.
2. From the Connectors tab, select the Microsoft connector you need: Microsoft OneDrive & SharePoint or Microsoft Outlook 365.
3. Select Add connection from each connector's page and follow the steps described in Microsoft OneDrive & SharePoint authentication and Microsoft Outlook 365 authentication.

Build your project in Studio Web

1. Go to UiPath Automation Cloud and select Studio.
2. Create a new automation project.
   1. Select New project.
   2. Set a Project name, Project description, and How to start the automation.
   3. Click Create.
3. In the project, click the Plus bar to start adding activities to your workflow. Simply look for an activity using the search bar or navigate to Microsoft 365 in the list, to view all available activities from this package.
   

Build your project in Studio Desktop

1. Create a new automation project.

   1. Open UiPath Studio.

   2. Under New Project, click Process. This opens a New Blank Process window.

   3. Enter a project Name, Location, and Description.

   4. Choose the Compatibility. Windows is selected by default.

   5. Click Create.

2. Install the UiPath.MicrosoftOffice365.Activities package.

   1. From the Design ribbon, select Manage Packages.
   2. Under All Packages, in the Search bar, enter Office 365 or Microsoft.
   3. Select the package version you want, then select Install.
   4. Click the Save button.
   For more information about UiPath Studio packages, see Managing Packages in the Studio Guide.

You're done! Now that you have completed the setup, you can start adding the Microsoft 365 activities to your project.

Next steps

For a hands-on learning experience and to quickly start using the activities, see the Examples page. These guides provide step-by-step instructions to help you create working samples of the different activities. These examples are built in Studio Web.

To learn more about the Microsoft 365 activities, see the activities main page for a complete activity list and links to the activity detailed pages.