Productivity Activities

Last updated May 21, 2025

Connect with Integration Service

Integration Service connectors use:

OAuth 2.0 authorization code flow with delegated permissions.
OAuth 2.0 client credentials flow with application permissions.

The Microsoft 365 modern activities and triggers establish an authenticated connection to the Integration Service using the Microsoft OneDrive & SharePoint, Microsoft Outlook 365, and Microsoft 365 connectors. To learn more about Integration Service connections, refer to Setting up Integration Service connectors.

When you connect to the Microsoft connectors in Integration Service, you can use the standard Integration Service UiPath Public App registration, with a set of default, non-configurable scopes, or create your own application with Microsoft and customize the scopes you need.

Microsoft Authentication flow	Integration Service connection	Robot type - Attended	Robot type - Unattended	API permission type
OAuth 2.0 authorization code flow				Delegated permissions
OAuth 2.0 authorization code flow				Delegated permissions
OAuth 2.0 client credentials flow				Application permissions

Setting up Integration Service connectors

To enable the Microsoft 365 activities and trigger activities, you must create connections for their respective Microsoft 365 connectors in Integration Service:

Calendar activities use the Microsoft Outlook 365 connector.
Excel Online activities use the Microsoft OneDrive and SharePoint connector.
Files activities use the Microsoft OneDrive and SharePoint connector.
Outlook activities use the Microsoft Outlook 365 connector.
SharePoint activities use the Microsoft OneDrive and SharePoint connector.

Additionally, you can access any Microsoft Graph API using the Microsoft 365 connector, as well as the Microsoft 365 HTTP Request activity.

Important: For both Microsoft OneDrive and SharePoint and Microsoft Outlook 365 connectors, you can use the UiPath public application or bring your own application, with custom permissions. Follow the steps described in Microsoft OneDrive and SharePoint authentication and Microsoft Outlook 365 authentication.

Create connections

You can either create the connections in Integration Service or create a process in Studio Web or Studio Desktop and add the connections when you start adding Microsoft 365 activities in your workflow.

If you want to create the connections beforehand, proceed as follows:

Go to Integration Service in UiPath Automation Cloud^TM.
From the Connectors tab, select the Microsoft connector you need: Microsoft OneDrive and SharePoint or Microsoft Outlook 365.
Select Add connection from each connector page, and follow the steps described in Microsoft OneDrive and SharePoint authentication and Microsoft Outlook 365 authentication.

Build your project in Studio Web

Select Studio in Automation Cloud.
Select New project to create a new automation project.
Enter the details for the fields:Project name, Project description, and How to start the automation.
Select Create.
In the project, select the plus bar to start adding activities to your workflow. Simply search for an activity or navigate to Microsoft 365 in the drop-down list, to view all available activities from this package.

Build your project in Studio Desktop

First, create a new automation project as follows:

In UiPath Studio, select New Project.
Select Process, which opens a New Blank Process window.
Enter a project Name, Location, and Description.
Select the Compatibility, where Windows is selected by default.
Select Create.
For more information about UiPath Studio packages, check Managing Packages.

After you create your project, install the UiPath.MicrosoftOffice365.Activities package as follows:

Select Manage Packages from the Design ribbon.
Enter Office 365 or Microsoft in the search bar, under All Packages.
Select the package version you want, then select Install.
Select Save.

You're done! Now that you have completed the setup, you can start adding the Microsoft 365 activities to your project.

Next steps

For a hands-on learning experience and to quickly start using the activities, check the Examples page. These guides provide step-by-step instructions to help you create working samples of the different activities. These examples are built in Studio Web.

To learn more about the Microsoft 365 activities, check the activities main page for a complete activity list and links to the activity detailed pages.

On this page

Setting up Integration Service connectors
Create connections
Build your project in Studio Web
Build your project in Studio Desktop
Next steps

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