> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rivvi.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Microsoft 365

> Power BI, SharePoint, OneDrive, Excel, and Teams — from one connection.

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.

<Tip>
  Connecting Microsoft 365 covers everything the standalone [Power BI](/connectors/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.
</Tip>

<Info>
  Setting this up as the IT / Microsoft 365 admin? The **[Microsoft setup for IT admins](/connectors/microsoft-setup)** 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.
</Info>

## 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)

<Card title="Microsoft: Register an app" icon="arrow-up-right-from-square" href="https://learn.microsoft.com/entra/identity-platform/quickstart-register-app">
  Microsoft's guide to registering an app and finding these IDs.
</Card>

## Connect it

<Steps>
  <Step title="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.
  </Step>

  <Step title="Open Rivvi's connector settings">
    **Settings → Connectors**, select **Microsoft 365**, click **Connect**.
  </Step>

  <Step title="Paste your credentials">
    | Field                             | What to paste                                                                                   |
    | --------------------------------- | ----------------------------------------------------------------------------------------------- |
    | **Tenant ID**                     | Directory (tenant) ID                                                                           |
    | **Client ID**                     | Application (client) ID                                                                         |
    | **Client secret**                 | The 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 |
  </Step>

  <Step title="Set permissions">
    Reads are allowed by default; anything that changes data asks for approval. See [Permissions](/connectors/permissions).
  </Step>
</Steps>

<Note>
  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.
</Note>

## 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

```text theme={null}
Pull the total patient volume from our Power BI operations dashboard.
Read the "Q3 targets" range from our planning workbook in OneDrive.
What did the ops channel in Teams discuss this week?
```

## Next

<CardGroup cols={2}>
  <Card title="Microsoft setup for IT admins" icon="shield-halved" href="/connectors/microsoft-setup">
    The complete end-to-end setup, permissions, and troubleshooting.
  </Card>

  <Card title="Power BI only" icon="chart-column" href="/connectors/power-bi">
    Grant Power BI without the rest of the suite.
  </Card>

  <Card title="Microsoft Teams" icon="microsoft" href="/connectors/microsoft-teams">
    Run Rivvi from inside Teams (a separate install).
  </Card>

  <Card title="Connectors overview" icon="plug" href="/connectors/overview">
    Back to all connectors.
  </Card>
</CardGroup>