Microsoft credentials

In the Cloud Credentials menu, you can create and manage Microsoft credentials.

Additionally, you can:

• Add data sources
• Integrate calendars
• Access Excel sheets
• Sync folders from OneDrive into files

This function only works if the Microsoft API is set on your server.

For the Microsoft Entra (formerly Azure AD) side of the setup — registering an application, assigning permissions, creating a client secret and granting admin consent — see Microsoft cloud services.

Create credential

• Navigate to Settings > Cloud Credentials, then select Microsoft tab.
• Click on the button next to the Cloud Credentials header.
• Select Add Microsoft credential option

As a scope, you can select:

Tenant type ⇨ Scope ⇩	Personal Account	Work or School Account	Service Principal
Microsoft Calendar	✔	✔	✔
Microsoft Excel	✔	✔	✔
Microsoft List	❌	✔	✔
Microsoft SharePoint News	❌	✔	✔
Microsoft OneDrive	✔	✔	✔
PowerBI	❌	✔	✔
User Active Directory	❌	✔	❌

• In the appearing modal, set the Name of the new credential, pick the scope (from the table above), and choose the Tenant type (see below).
• After that, click the Sign in with Microsoft button to authenticate your credential. A Service Principal doesn't sign in interactively — it uses a registered app's Client ID and Client Secret instead.

Which tenant type?

The tenant type is about whose data you're connecting to, not what kind of email the account has:

• Personal account — connects an individual's own account to reach their personal OneDrive (their own files). This is the individual's personal storage even when the account itself was issued by an organization.
• Work or School account — connects an organizational (Microsoft Entra) account to reach the organization's shared resources: SharePoint sites, shared drives, Lists, and so on — not one person's private files. A personal Microsoft account is rejected here; it must be an organizational account.
• Service Principal — non-interactive, app-level access using a registered application's Client ID and Client Secret, for unattended/service scenarios rather than a signed-in user.

Actions on Microsoft credentials

Authenticate credentials

If the authentication fails or becomes detached from the authenticator email, you have to authenticate the credential.

• The red cloud icon will indicate the broken credentials in the Credential list.
• Also you can see the broken cloud credential list on the Home screen and Settings overview

Reauthenticate Credential

If you want your credential to be re-authenticated with another user, you can do it with the re-authenticate button.

Please note, this action might break your already existing connections!

Edit Microsoft credential

• You can manage the team's access for devices:
  • Rename the credential.
  • Select a manager user to manage the access list.
  • Select teams to access the credential.
    Note: If you set a Manager User, the other users will only see the folders and items that the Manager User set as available in the access list.
• Manage access list: Here you can manage the access list as a Manager user.
• Remove credential: With this button, you can remove your credential.