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Microsoft#

You can use these credentials to authenticate the following nodes with Microsoft. - Microsoft Dynamics CRM - Microsoft Excel - Microsoft Graph Security - Microsoft OneDrive - Microsoft Outlook - Microsoft Teams - Microsoft To Do

Prerequisites#

Create a Microsoft Azure account.

Using OAuth#

⛅️ Note fordoc2app.cloudintegration.eu users

You'll only need to enter the Credentials Name and click on the circle button in the OAuth section to connect your Microsoft account to Workflow².

  1. Access the Microsoft Application Registration Portal.
  2. Click on the Register an application button.
  3. Enter a name for your app in the Name field.
  4. Select 'Accounts in any organizational directory (Any Azure AD directory - Multitenant) and personal Microsoft accounts (eg. Skype, Xbox)' under the Supported account types section.
  5. Copy the 'OAuth Callback URL' provided in the Microsoft node credentials in Workflow².
  6. Paste it in the Redirect URI (optional) field on the Register an application page.
  7. Click on the Register button.
  8. Copy the Application (client) ID.
  9. Enter the name for your credentials in the Credentials Name field in the Microsoft node credentials in Workflow².
  10. Paste the Application ID in the Client ID field in the Microsoft node credentials in Workflow².
  11. On your Microsoft application page, click on Certificates & secrets in the left sidebar.
  12. Click on the + New client secret button under the Client secrets section.
  13. Enter a description in the Description field.
  14. Click on the Add button.
  15. Copy the displayed secret under the Value column.
  16. Paste the secret in the Client Secret field in the Microsoft node credentials in Workflow².
  17. Click on the circle button in the OAuth section to connect a Microsoft account to Workflow².
  18. Login to your Microsoft account and allow the app to access your info.
  19. Click on the Save button in the Microsoft node credentials in Doc² to save your credentials.

The following video demonstrates the steps mentioned above.