Microsoft Office 365

Overview of the Microsoft Office 365 integration.

The following documentation is for Microsoft Office 365 v2.2.3.

Overview

Microsoft Office 365 provides comprehensive productivity suite with cloud-based collaboration and communication tools. This integration enables automated workflow management across Word, Excel, PowerPoint, and other Office applications. Enhance productivity and streamline business processes through integrated Microsoft ecosystem automation.

Setup

The following integrations need to be connected to your Kognitos workspace:

• Microsoft Office 365

Steps

Follow these steps to connect the integration in Kognitos:

1

Navigate

Using the left navigation menu, go to Integrations → Explore Integrations.

2

Find

Search for the integration and click on it.

3

Connect

Click on Connect to add a connection to the integration.

4

Configure

Add a name for the connection. You'll be prompted for authentication details if needed. Then, click on Connect.

Permissions

When using client credentials authentication, you need to have the following application permissions in Microsoft Graph:

Application permissions are used when an app runs without a signed-in user (such as with a client credentials flow). These permissions give the app organization-wide access and must be granted by an administrator in your Microsoft organization. For additional details, refer to Microsoft's guides.

User and Directory Access

• User.Read.All

• User.ReadWrite.All

• Directory.Read.All

• Directory.ReadWrite.All

Mail Operations

• Mail.Read

• Mail.ReadWrite

• Mail.ReadBasic

• Mail.ReadBasic.All

• Mail.ReadWrite.Shared

• Mail.Send

Calendar Operations

• Calendars.ReadBasic

• Calendars.Read

• Calendars.ReadWrite

Authentication

Use one of the following authentication methods to connect this integration in Kognitos. Each method has its own configuration requirements.

Connect using Client ID, Client Secret and Tenant ID

Connect to the Microsoft Graph API using the provided client credentials.

Label	Description	Type
Client ID	The client ID of the application registered in Azure AD.	text
Client Secret	The client secret of the application registered in Azure AD.	text
Tenant ID	The tenant ID of the Azure AD directory.	text

Connect using Client ID, Certificate and Tenant ID

Connect to the Microsoft Graph API using certificate credentials.

Label	Description	Type
Client ID	The client ID of the application registered in Azure AD.	text
Certificate	PEM-encoded X.509 certificate string containing both the certificate and private key.	sensitive
Tenant ID	The tenant ID of the Azure AD directory.	text

Connect using Client ID, Certificate, Private Key and Tenant ID

Connect to the Microsoft Graph API using certificate and private key.

Label	Description	Type
Client ID	The client ID of the application registered in Azure AD.	text
Certificate	PEM-encoded certificate string.	sensitive
Private Key	PEM-encoded private key string.	sensitive
Tenant ID	The tenant ID of the Azure AD directory.	text

Actions

The following actions are available in the Microsoft Office 365 integration:

1. Get a group's members from office365

Retrieves members of an Office 365 group accessible via the Microsoft Graph API.

2. Get some groups from office365

Get Office 365 groups accessible via the Microsoft Graph API.

3. Get some users from office365

Get Office 365 users accessible via the Microsoft Graph API.

Concepts

Office group

An Office Group represents a group in the Microsoft Graph. It includes key user details such as display name,and email address.

Field Name	Description	Type
id	The unique identifier for the group.	text
display_name	The name displayed in the address book for the group.	optional[text]
email_address	The group's email address.	optional[text]

Office user

An Office User represents a user in the Microsoft Graph. It includes key user details such as display name,email address, and job title.

Field Name	Description	Type
id	The unique identifier for the user.	text
display_name	The name displayed in the address book for the user.	optional[text]
email_address	The user's email address (usually their user principal name).	optional[text]
job_title	The user's job title.	optional[text]