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Microsoft 365 is Rivvi’s primary Microsoft connector. One connection covers the whole suite: Power BI reports and datasets across every workspace, SharePoint sites and lists, OneDrive files, Excel workbook data, and Teams channel messages. Pull a dashboard figure, an Excel range, or a SharePoint list into a report without leaving the chat.
Connecting Microsoft 365 covers everything the standalone Power BI connector does, and more. Most organizations should connect Microsoft 365. Choose Power BI on its own only if you want to grant Power BI access without SharePoint, OneDrive, or Teams.
Setting this up as the IT / Microsoft 365 admin? The Microsoft setup for IT admins guide has the complete end-to-end flow — one-click consent, registering your own Azure app, the exact Graph permissions, enabling Power BI access, multiple workspaces, and troubleshooting.

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How to connect

Microsoft 365 has two parts, and they connect differently:
  • SharePoint, OneDrive, Excel, and Teams (Microsoft Graph) — you sign in with your own Microsoft work account. The agent acts as you, seeing exactly what you can. Nothing to paste.
  • Power BI — runs on an organization-wide Azure app (a service principal), because Power BI is set up per-tenant, not per-person. An admin configures this once (see the IT-admin guide).

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Sign in with your Microsoft account (Graph)

1

An admin enables Microsoft 365

An organization admin goes to Settings → Connectors → Microsoft 365 and clicks Enable. If you’re not an admin, click Request.
2

Connect your Microsoft account

In the Your account panel, click Connect and sign in with your Microsoft work/school account. Approve the read access to SharePoint, OneDrive, Excel, and Teams, and you land back connected. Each teammate connects their own account.

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Power BI (admin, one-time Azure app)

Power BI reads run on an Azure AD app the admin sets up once, with Power BI permissions granted and admin-consented. The full walkthrough — registering the app, the exact permissions, enabling “Allow service principals to use Power BI APIs,” and adding the app to each workspace — is in the IT-admin guide:

Microsoft setup for IT admins

The complete end-to-end setup for Graph + Power BI, permissions, and troubleshooting.
For Power BI specifically, the Azure app must be a member of each Power BI workspace it should reach, and your tenant’s “Allow service principals to use Power BI APIs” admin setting must be on.

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What Rivvi can do with Microsoft 365

  • Power BI — list workspaces, reports, dashboards, and datasets; read a report; read a dataset’s schema; run read queries; and (with approval) refresh a dataset or export a report to PDF/PowerPoint.
  • SharePoint & OneDrive — list sites and lists, list drives and their files.
  • Excel — read a range from a workbook in your drive.
  • Teams — list Teams and channels, and read recent channel messages.

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Try it

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Next

Microsoft setup for IT admins

The complete end-to-end setup, permissions, and troubleshooting.

Power BI only

Grant Power BI without the rest of the suite.

Microsoft Teams

Run Rivvi from inside Teams (a separate install).

Connectors overview

Back to all connectors.