Integrating Office 365

Capabilities

DataGrail's Office 365 integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Access Identifier Categories Email

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

• DataGrail User Role: Super Admin, Connections Manager
• Office 365 User Role: Admin

Connect to DataGrail

1. Log in to Office 365 with an admin account.
2. In DataGrail, navigate to Integrations and select Configure New Integration to search for Office 365.
3. Select Login to Connect.
4. Authorize the necessary permissions to DataGrail:

Required OAuth Scopes

• offline_access
• Files.Read.All
• Sites.Read.All

Next Steps

Now that you've successfully connected the integration, check out the following resources:

• Direct Contact Integrations
• Access Request Lifecycle
• Request Manager Overview
• Customizing Intake Forms

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details

The Office 365 integration uses the Microsoft Graph REST API v1.0:

Access Type	Synchronous
Rate Limiting	130,000 requests / 10 seconds

API Documentation

Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.