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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.

Two ways to connect

One click (if available)

If your environment supports it, a Connect with Microsoft button appears. A Microsoft 365 admin approves Rivvi for your organization once — no app registration, no keys to copy. This grants SharePoint, OneDrive, Excel, and Teams access instantly. (Power BI needs one extra admin toggle, which Rivvi will point you to.)

Bring your own Azure app

Otherwise, connect with your own Azure AD app registration using three values (plus an optional default).

What you’ll need (bring-your-own)

From an Azure AD app registration, with Power BI and Microsoft Graph (Sites/Files) permissions granted and admin-consented:
  • Tenant ID — Azure app registration → Overview → Directory (tenant) ID
  • Client ID — Azure app registration → Overview → Application (client) ID
  • Client secret — Certificates & secrets → the secret Value (shown once at creation)

Microsoft: Register an app

Microsoft’s guide to registering an app and finding these IDs.

Connect it

1

Register an Azure AD app

Grant it Power BI + Microsoft Graph (Sites/Files) permissions, with admin consent. Create a client secret and copy its value.
2

Open Rivvi's connector settings

Settings → Connectors, select Microsoft 365, click Connect.
3

Paste your credentials

FieldWhat to paste
Tenant IDDirectory (tenant) ID
Client IDApplication (client) ID
Client secretThe secret’s Value
Default Power BI workspace ID(Optional) Leave blank to use every workspace the app can access, or set one to pin a default
4

Set permissions

Reads are allowed by default; anything that changes data asks for approval. See Permissions.
For Power BI to work, your Azure app (service principal) 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 enabled.

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.

Try it

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.