UiPath Integrations

Overview

Microsoft Office 365 is a cloud-based subscription service that brings together the best tools for the way people work today. By combining best-in-class apps like Excel and Outlook with powerful cloud services like OneDrive and SharePoint, Office 365 lets anyone create and share anywhere on any device.

The Microsoft Office 365 Activities Package gives you the ability to automate interactions with Office 365 applications. Integrating with the Microsoft Graph API, this activities package enables your Robots to manage OneDrive and SharePoint files, create and edit Excel workbooks, search and send Outlook emails, and manage Outlook calendars.

If you're ready to start using the Microsoft Office 365 activities, see the Get Started section below. To learn more about the package, keep reading to see How it works and the Technical References.

How it works

To enable the outbound automation between UiPath and Microsoft Office 365, the Microsoft Office 365 Activities Package establishes an authenticated connection to your Microsoft Office 365 applications via the Microsoft Office 365 Scope activity.

After your connection is established, you can add the other Microsoft Office 365 activities to create new automation projects, or add them to existing projects to extend the automation capabilities to include Microsoft Office 365 applications.

How does it connect?

This is where we need your help.

Before the Microsoft Office 365 Scope activity can establish a connection, it needs authorization from the Microsoft identity platform in the form of an access token.

To enable the activity to acquire the access token, you must register your Microsoft Office 365 application in your Azure Active Directory (using your personal, work, and/or school Microsoft Office 365 account). When registering your application, you assign Microsoft Graph API permissions to specify the resources your Robot can access on your behalf.

After registering your Microsoft Office 365 application, Azure Active Directory assigns a unique application (client) ID that you enter in the Microsoft Office 365 Scope activity. The ApplicationID is used to collect the necessary information about your registered app to initiate authentication and get the access token to establish the connection.

Technical References

Each Microsoft Office 365 activity calls a Microsoft Graph API using the request parameters you enter in the activity's input properties. If the call is successful, the activity outputs the relevant response elements (i.e., output properties) that you can use as input properties in subsequent activities, queue items in an existing Queue, and etc.

For a complete list of the Microsoft Graph APIs used by each activity and links to the relevant API documentation, see the Technical References page. You don't need to be familiar with the Microsoft Graph APIs to use the activities. These links are for informational purposes only in case you want to get more familiar with the action happening "behind-the-scenes".

Get Started

Before you build your first project, complete the steps in the Setup guide.

After you complete the setup steps, see the Quickstart guides.These guides provide step-by-step instructions to help you create working samples of the different activities so that you can verify the connection to your registered app and get familiar with the input/output properties.

To learn more about the Microsoft Office 365 activities (including example property inputs/outputs), see the following activity pages for a complete activity list and links to the activity detail pages.


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