Microsoft Office 365

Procedures and concepts for the Microsoft Office 365 integration.

The following documentation is for Microsoft Office 365 v2.14.2 (BDK).

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.

Prerequisites

1. Required Books

The following Book(s) need to be added to your agent so it can learn and understand the automation procedures defined within them:

• Microsoft Office 365

How to Add the Book(s)

1. Go to Books → All Books.

2. Search for the name of the book and click on it.

3. Click on Install or Add Connection to add the book to your agent.

4. If adding a connection, you'll be prompted for connectivity details.

Connectivity

This section outlines the available methods for connecting to the Book, along with the required configuration details for each.

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.	sensitive
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

Procedures

to get a (group's members) from office365

FILTER - CAPABLE

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

It requires the following permissions on the application: Directory.Read.All, Group.Read.All, Group.ReadWrite.All, GroupMember.ReadWrite.All

Input Concepts

Concept	Description	Type	Required	Default Value
group	The Office 365 group whose members are to be retrieved.	office group	Yes	(no default)

Output Concepts

Concept	Description	Type
group's members	A list of Office 365 users who are members of the specified group.	office user

Examples

Retrieve all members of the specified group

get groups from office365 whose mail is "[e-mail]"
get the first group
get the above's members from office365

to get some (groups) from office365

FILTER - CAPABLE

Get Office 365 groups accessible via the Microsoft Graph API.

It requires the following permissions on the application: Group.ReadWrite.All, Directory.Read.All, Directory.ReadWrite.All, Group.Read.All

Output Concepts

Concept	Description	Type
groups	A list of Office 365 groups.	office group

Examples

Retrieve all groups

get groups from office365

Retrieve a group whose email matches the specified email.

get groups from office365 whose mail is "[e-mail]"

to get some (users) from office365

FILTER - CAPABLE

Get Office 365 users accessible via the Microsoft Graph API.

It requires the following permissions on the application: User.Read.All, User.ReadWrite.All, Directory.Read.All, Directory.ReadWrite.All

Output Concepts

Concept	Description	Type
users	A list of Office 365 users.	office user

Examples

Retrieve all users

get users from office365

Retrieve a user whose email matches the specified email address

get users from office365 whose mail is "[e-mail]"

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]