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- About the Microsoft Outlook 365 connector
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Microsoft Outlook 365 authentication
Depending on the authentication type you select, you need one of the following:
- Your Microsoft account email address and password.
- Your application's Client ID and Client secret, Scopes and Tenant ID.
Integration Service impersonates the user that creates the connection. The user’s credentials offer access to all of the same resources that they have in the given application. If you share the connection, every change made to Microsoft Outlook with that connection is made on behalf of that user.
Environment
When you first access the Authentication screen, you can select an Environment. The available options are:
- Office 365 (default)
- US Government L4 - Public Sector domain
- US Government L5 - Public Sector domain
- China
Before establishing the connection, make sure permissions are granted for integrated apps, as explained in the Microsoft official documentation: Configure user consent settings.
Mail.Read
,
Mail.Read.Shared
, Mail.ReadWrite
,
Mail.ReadWrite.Shared
, Mail.Send
,
Mail.Send.Shared
, MailboxSettings.ReadWrite
,
Calendars.Read
, Calendars.Read.Shared
,
Calendars.ReadWrite
, Calendars.ReadWrite.Shared
,
profile
, openid
, email
,
offline_access
, User.Read
.
This represents the full list of required scopes.
To create a connection to your Microsoft Outlook 365 instance, you need to perform the following steps:
- Select Integration Service from Automation Cloud.
-
From the Connectors list, select Microsoft Outlook 365. You can also use the search bar to find the connector.
- Select the Connect to Microsoft Outlook 365 button.
- You are now redirected to the connection
page. You can choose between two authentication types: OAuth 2.0 Authorization code or
Bring your own OAuth 2.0 app.
- If you select OAuth 2.0 Authorization code, click Connect, then authenticate using your Microsoft email address and password.
- If you select Bring your own OAuth
2.0 app, you must provide a Client ID and Client secret, the Tenant ID, and the Scopes
you may need to interact with different activities. Check out the activities'
documentation to see what scopes they require.
Note: If you are using a multitenant application, keep the default value for the Tenant ID (
common
). If you are using a single tenant application, retrieve the Tenant ID from Azure. Refer to How to find your Microsoft Entra tenant ID.
- Your connection has been added.
In case you encounter any errors during the sign-in process, it is recommended to contact your Microsoft Outlook 365 administrator.
For more information, refer to the Office 365 Outlook connector documentation.
In Integration Service, when creating a connection to one of our Microsoft Graph-based connectors, you can choose between two authentication options:
- OAuth 2.0 Authorization code – which connects to the UiPath public application.
- Bring your own OAuth 2.0 app – which connects to a private application you create.
To learn how to create an application, go to Microsoft's official documentation and follow the described steps: Register an application with the Microsoft identity platform.
Requirements
When creating your own application to use with Integration Service, you must consider the following requirements:
- You must configure the application as a Multitenant or Single tenant application.
- You must configure a Web Redirect URI. The Redirect URI (or callback URL) for your OAuth 2.0 application is provided in the authentication screen when creating a connection: https://govcloud.uipath.us/provisioning_/callback.
- You must set up delegated
permissions. For more information, see Permissions in the Microsoft official documentation.
Note: The advantage of using your private OAuth application is that you can customize permissions depending on your actual needs. To learn which scopes are required for each activity in the Microsoft 365 package, go to the activities documentation.
The connector uses Microsoft Graph API. See the Microsoft Graph permissions reference page for details on all permissions.
After you create your application, use its Client ID and Client Secret to create a connection with the Microsoft connectors.
Refresh tokens for OAuth applications can be invalidated or revoked at any time by Microsoft. This can happen for different reasons, such as timeouts and revocations. For details, see Microsoft's official documentation.
Make sure to follow best practices from Microsoft when creating your OAuth applications. For full details on how to create a Microsoft OAuth app, see the Microsoft documentation.
This issue affects not only the OneDrive & SharePoint connector, but all Microsoft Graph-based connectors, such as Outlook or Teams.