Knowledge Base
Setting up a Microsoft Graph Odata Connection
Browse Common Categories
- Using a Restriction
- Adding a Run Map Task
- Adding an Email Task
- Defining Remaining Options
- Using a Custom Rolling Column
- Using a Translation
- Using a Date Calculation
- Using a Calculation
- Performing the Field Mapping
- Determining Source Grouping
- Defining an Integration Target
- Defining an Integration Source
- Populating the Integration Details
- Using Outlook as a Data Source
- Using OneDrive as a Data Source
- Using SharePoint as a Data Source
- Setting up a Microsoft Graph Odata Connection
- Creating a Teams Task
- Using a MultiList Option Lookup
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Setting up a Dynamics CRM Connection
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Using a Relationship
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using an Odata Field Lookup
- Creating a Dynamics 365 Business Central Change Data Source
- Creating a Dynamics 365 Business Central Real-time Data Source
- Setting up a Dynamics 365 Business Central Connection
- Connecting to Dynamics 365 Business Central using an OAuth Token
- Using a Page Field Lookup
- Using a Page Key Field Lookup
- Setting up an Integration to Dynamics 365 Business Central
- Creating a Dynamics 365 Business Central Bulk Data Source
- Using an Activity Party
- Using an Entity Lookup
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Setting up an Integration to Dynamics 365 Sales
- Creating a Dynamics 365 Sales Real-Time Data Source
- Creating a Dynamics 365 Sales Change Data Source
- Creating a Dynamics 365 Sales Bulk Data Source
- Setting up a Dynamics 365 Sales Connection
- Using an Entity Reference
- Using a MultiList Option Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
Setting up a Microsoft Graph Odata Connection
Microsoft Graph API is a RESTful web API that enables you to access Microsoft Cloud service resources. After registering an app in Azure and authenticating, SmartConnect can make requests to the Microsoft Graph API. For more information, see Overview of Microsoft Graph.
SmartConnect uses Graph for connections to OneDrive, Outlook, Teams and SharePoint.
Setting up the application in Azure
1. Navigate to portal.azure.com.
2. Search for App registrations in the top search bar and select App registrations.
3. Click New Registration and enter a name for the application.
4. Choose the appropriate Supported Account Type.
Most companies will use “Accounts in this organizational directory only”.
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5. Redirect URI – Choose Web and enter the correct URL based on deployment/region:
- In SmartConnect.com navigate to Connections > Create Connection > Microsoft Graph Odata and copy the redirect URL displayed in the connection window.
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6. Click Register.
7. Click “Certificates & secrets” in the navigation on the left.
8. Click “New client secret”.
9. Give the secret a description and choose how long you want the secret to last.
Note: When the secret expires any connections using this secret will no longer connect successfully until a new secret is generated and used in the connection.
10. Click Add to generate the new secret. Copy and save the “Value” somewhere as it will not be fully visible again once you navigate away from the Azure Portal.
11. Click on “API Permission” in the navigation bar on the left.
12. Click “Add a permission” and choose Microsoft Graph.
13. Select Delegated permission enable the following Permissions.
- OneDrive
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- Files.ReadWrite.All
- Outlook
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- Mail.Read
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- Mail.ReadBasic
- Teams
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- Team.ReadBasic.All
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- Channel.ReadBasic.All
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- ChannelMessage.Send
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- Chat.ReadWrite
- SharePoint
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- Team.ReadBasic.All
14. Click Add permissions.
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15. Click on Overview in the navigation bar on the left.
16. Copy and save the “Application (client) ID” and “Directory (tenant) ID” values.
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17. With the Application ID, Tenant ID, and Secret Value copied and saved from the application setup, the Graph Odata connection in SmartConnect can now be configured.
Setting up the connector in SmartConnect
1. Login to login.smartconnect.com if not already.
2. Navigate to Connections > Create Connection button (or edit an existing Graph connection).
3. Select Microsoft Graph Odata.
4. Description – Friendly description for connector.
5. Tenant Id – Directory (tenant) ID from Azure app.
6. Application (client) Id – Application (client) ID from Azure app.
7. Client Secret – Secret value from Azure app.
8. Platform – Select platform(s) the Graph connection will be used with.
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9. Click Validate. This will start the OAuth process and you will be directed to a Microsoft login if not already logged in. If you were still logged in, you will be asked to grant permissions. Click accept to grant the permissions. If your user does not have the proper permissions, you will need to have an admin user grant the permissions as referenced in this Microsoft article.
Note: It is important for the browser to prompt for credentials. If the browser automatically signs the user in, it may not be the correct account authorizing the application.
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10. After successful validating you will be redirected back to the Microsoft Graph Odata connector in SmartConnect.
11. Default Company – Choose a company.
12. After successfully completing the validation and access steps, the connector can now be saved.