About the Microsoft 365 activities package

Microsoft 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, Microsoft 365 lets anyone create and share anywhere on any device.

The Microsoft 365 activities package gives you the ability to automate interactions with Microsoft 365 applications. Integrating with the Microsoft Graph API, the activities enable your Robots to:

If you're ready to start using the Microsoft 365 activities, see the Get Started section below. To learn more about the package, keep reading Establish Connection and Technical References. To see each activity's project compatibility, see Project compatibility.

The Microsoft 365 modern and trigger activities establish an authenticated connection to your Microsoft 365 applications via Integration Service connectors: the Microsoft OneDrive & SharePoint connector and the Microsoft Outlook 365 connector.

Once you create connections in UiPath Automation Cloud > Integration Service, they can be reused in all other Microsoft 365 activities.

To learn more about Integration Service connections, see Set up Integration Service connectors and the Integration Service guide.

To enable the outbound automation between UiPath and Microsoft 365, the Classic activities establish an authenticated connection to your Microsoft 365 applications via the Microsoft Office 365 Scope activity.

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

To establish an authenticated connection, the Microsoft 365 activities need authorization from the Microsoft identity platform.

To enable authorization, you first register your Microsoft 365 application in your Azure Active Directory (using your personal, work, and/or school Microsoft 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 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.

Each Microsoft 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 property values in subsequent activities, queue items in an existing Queue, 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 learn more about the action happening "behind-the-scenes".

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

After you complete the setup, take a look at some examples: