Configuring the Microsoft Graph Action

Back to Actions Integrations

Connect Microsoft Graph to create, view, and update events and to-do lists, and send emails. See Microsoft Graph for more information.

---

Authorizations Supported

The XO Platform supports basic authentication for Microsoft Graph. See App Authorization Overview for details.

Microsoft Graph integration can only be authorized for Developer and Enterprise editions — not Trial. See Microsoft Graph documentation for account types.

Authorization Type	Basic OAuth
Pre-authorize the Integration	Yes
Allow Users to Authorize the Integration	Yes

---

Step 1: Enable the Microsoft Graph Action

Prerequisites:

• Create a developer account in Microsoft Graph. See Microsoft Graph Documentation.
• Copy the Client ID, Client Secret Key, Authorization URL, and Callback URL.

Steps:

1. Go to App Settings > Integrations > Actions.
2. In the Available region, select Microsoft Graph.

Pre-authorize the Integration

System Authorization

1. Go to App Settings > Integrations > Actions and select Microsoft Graph.

2. In Configurations, select the Authorization tab.

3. Set Authorization Type to Pre-authorize the Integration > OAuth.

   

4. Select the System card and click Authorize.

   

5. You are redirected to https://login.microsoftonline.com/. Enter your credentials and click Allow Access.

Custom Authorization

1. Select Custom and click Select Authorization > Create New.

   

2. Select OAuth v2. See Setting Up Authorization Using OAuth v2.

   

3. Enter the OAuth v2 credentials:

   Field	Description
   Call back URL	Kore.ai XO Platform callback URL
   Identity Provider Name	Name of your custom auth profile
   Client ID	Client ID from Azure Portal
   Client Secret Key	Client secret value from Azure portal
   Authorization URL	Microsoft Azure Portal authorization URL
   Token Request URL	Microsoft Azure Portal token request URL
   Scope	email Mail.ReadWrite Mail.Send offline_access openid profile User.Read Tasks.ReadWrite Calendars.ReadWrite MailboxSettings.Read
   Refresh Token URL	Microsoft Azure Portal refresh token URL

   To register an Azure App, see Adding the Microsoft Teams Channel.

   

4. Click Save Auth, then select the new profile.

   

5. Click Authorize, enter credentials at https://login.microsoftonline.com/, and click Allow Access.

6. Click Enable.

   

The Microsoft Graph action moves from Available to Configured after enabling.

Allow End User to Authorize

1. Go to App Settings > Integrations > Actions and select Microsoft Graph.

2. In Configurations, select the Authorization tab.

3. Set Authorization Type to Allow Users to Authorize the Integration > OAuth.

   

System Authorization

1. Select the System card.

   

2. Click Enable. A link is sent to the end user to authorize.

Custom Authorization

1. Select Custom and click Select Authorization > Create New, following the Custom Authorization steps above.

2. You can also select an existing profile:

   

3. Click Enable.

---

Step 2: Install the Microsoft Graph Action Templates

1. On the Integration Successful dialog, click Explore Templates.

   

2. Click Install to begin installation.

   

3. Once installed, click Go to Dialog. A dialog task for each template is auto-created.

   

4. Select the desired dialog task and click Proceed.

   

5. The dialog task is auto-created and the canvas opens with all required entity nodes, service nodes, and message scripts.