Microsoft 365

Activities in Process Builder

You can use out-of-the-box activities for Microsoft 365 to execute actions in process-based apps.

An activity is a functional unit, or task, in a process-based app. Activities that integrate with a third-party system provide access to the API functionality for that system in a simple, point-and-click, form-entry format. This means that you can easily leverage APIs without writing code.

The following activities are available for Microsoft 365:

• Add Users To Security Group activity
• Assign License activity
• Create User activity
• Remove Users From Security Group activity
• Reset Password activity
• Retrieve License Plans activity
• Disable User activity

For more information, refer to the process activities for Microsoft 365 in Process Builder.

Authentication

You can use Microsoft 365 to authenticate and sign in to AgilePoint NX Portal.

For more information, refer to:

• Authentication

Access Tokens

You can create access tokens for Microsoft 365.

An access token is a secure object that stores an endpoint (usually a URL) and authentication credentials to connect to a service or technology. Often this is an external or third-party service, like Salesforce or SharePoint, but access tokens can also connect to an AgilePoint NX enviornment, local database, or other types of technologies. Once an access token is created, app designers can simply select and reuse it, rather than entering the credentials each time they are needed.

For more information, refer to Access tokens for Microsoft 365.

SharePoint Dashboard for Microsoft 365

Microsoft 365 integration includes the SharePoint Dashboard app for Microsoft 365.

For more information, refer to Microsoft 365 SharePoint Integration.

More Integration Points for SharePoint for Microsoft 365

AgilePoint NX integrates in more ways with Microsoft 365. For more information, refer to SharePoint for Microsoft 365.

Outlook Task Manager

You can use AgilePoint NX Task Manager in Microsoft Outlook for Microsoft 365.

The Outlook Task Manager for AgilePoint NX lets you use an AgilePoint NX app workflow seamlessly within an e-mail in Outlook for Microsoft 365. This can increase your productivity when you use Outlook on any device.

You can do a number of actions directly from an Outlook e-mail, depending upon their permissions and the context of the task.

For more information, refer to Outlook Task Manager for AgilePoint NX.