Microsoft 365 configuration

Posted over 2 years ago by Harrison Gowers

TABLE OF CONTENTS

Requirements:
Active Microsoft 365 subscription (E3 and above).
Step 1: Go to Entra ID
Step 2: Create a new app
Step 3: Enable Microsoft Graph permissions
Step 4: Create a secret key

Requirements:

Before you begin, ensure you have:

An active Microsoft 365 subscription (E3 or higher).
Admin access to your organization’s Microsoft tenant.
Access to Microsoft Entra ID (formerly Azure Active Directory).

Note:

Instructions may vary depending on your Microsoft subscription and settings.
Currently supported integrations: Sharepoint, OneDrive, and Exchange.

Step 1: Access Microsoft Entra ID

Go to Microsoft Azure: https://portal.azure.com/
Find and open Microsoft Entra ID.

Step 2: Register a new application

In Microsoft Entra ID, go to App registrations under Manage.
Click New registration.
Fill in the details:
1. Name: e.g. Smartbox Connector.
2. Supported account types: select Accounts in this directory only.
3. Redirect URI:
  - Platform: Mobile & Desktop
  - URL: https://app.smartbox.ai/data/connectors
Click Register to create the application.

Step 3: Enable Microsoft Graph permissions

After registration, you’ll land on the app’s Overview page.
(If you navigated away, return to App registrations and select your app.)
In the left-hand menu, click API permissions.
Click Add a permission -> Microsoft Graph -> Delegated permissions
Select the required permissions.

Required delegated permissions:

SHAREPOINT	ONEDRIVE	EXCHANGE
User.Read	User.Read	User.Read
Files.Read	Files.Read	Mail.Read
Files.Read.All	Files.Read.All	Mail.Read.Shared
Sites.Read.All		Mail.ReadBasic
Sites.Selected		Mail.ReadBasic.Shared

If connecting to all 3 applications, verify the below permissions are listed:

5. Click Grant admin consent for [your org] to approve the permissions.

Step 4: Create a secret key

In your app settings, go to Certificates & secrets.

Under Client secrets, click New client secret.

Enter a description, set an expiry period, and click Add.

Copy the Secret Value immediately and store it securely.
It will only be visible once. You’ll need this if using Client Credentials authentication.

Once Entra ID setup is complete, it's time to validate the integration by creating a new connector in Smartbox.

Create a new connector >>>