Using the Connect action
Use the Connect action to establish a connection with the Office 365 server using your organization's (client ID and tenant ID) and user credentials. All of the fields in this action accept a credential from the Credential Vault or a user-input value.
Prerequisites
Note:
- The Connect action does not currently support Multi-Factor Authentication or Single Sign-on.
- The best practice is for a system administrator to perform the following steps.
- Log in to the Azure portal using your Office 365 credentials.
- Register your application with the Microsoft identity platform to obtain the client ID and tenant ID. See Register your app.
- Grant the required permissions for Microsoft Graph to the application. See Permissions for application.
- To add a client secret, you must first subscribe to Azure. See Subscribe to Azure.
- Add a client secret. See Add a client secret.
For an example on how to setup and connect to the Office 365 OneDrive package, see Working with the Office 365 OneDrive package.
Procedure
To establish a connection to the Office 365 server, follow these steps: