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.

Setup

You can create the connections in Integration Service or you can create a process in 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.
2. From the Connectors tab, choose the Microsoft connectors 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.
   Note: Connecting allows UiPath products to interact with Microsoft OneDrive & SharePoint and Microsoft Outlook 365 data on your behalf. This may include read, write, modify and delete data, depending on your permissions.

For more information, see the Integration Service guide.

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.

   • Open UiPath Studio.
   • Under New Project, click Process (this opens a New Blank Process window).
   • Enter a project Name, Location, and Description.
   • Choose the Compatibility. Windows is selected by default.

   • Click Create.

     

2. Install the UiPath.MicrosoftOffice365.Activities package.

   • In the Design ribbon, click Manage Packages (this opens the Manage Packages window).
   • Under All Packages, in the Search bar, enter Office 365 or Microsoft.
   • Select the package version you want, then click Install.
   • 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.