The InsightSquared Revenue Intelligence Platform supports Office 365 OAuth as an integration type. You can find the specifications of the OAuth permissions that you accept to complete the integration at the end of this article.


Once this integration is configured, each of your team members must log in to the IS2 Platform and authorize IS2 to access their Office 365 account.

The initial integration configuration steps are as follows:

 1. Login to the IS2 Platform

2. From your actions feed there should be an action prompting you to connect to Office365.  If there is not, navigate to the application screen and find Office365 and enable it with the following steps. 

For users, if there is no Office365 action, navigate to your profile where you should see a prompt to connect Office365. If you cannot see it, contact your admin.

3. Click Applications, or hover over your left nav and click "Applications". 

4. Click the Office365.com app and navigate to Connection Settings or click Connection Settings, then click "Enable"

5. Activate your connection by clicking “My Connection” (or use this link). Then click “activate”.

 6. You can now have your team members log in to the IS2 Platform and authorize IS2 to access their Office365 accounts.

OAuth Permissions

When accepting OAuth permissions, you will see a dialogue displaying the permissions being agreed to. Below we've broken down each permission to be a little more readable and by "read-only" and "read-write".

What you see in the OAuth dialogue...

What it means...

READ-ONLY

Read user and shared mail

(Mail.Read.Shared)

Allows the app to read mail that the user can access, including the user's own and shared mail.

Read calendars in all mailboxes

(Calendars.Read)

Allows the app to read events of all calendars without a signed-in user.

Read user and shared calendars

(Calendars.Read.Shared)

Allows the app to read events in all calendars that the user can access, including delegate and shared calendars.

Read user contacts

(Contacts.Read)

Allows the app to read user contacts.

Read user's tasks and task lists {preview}

(Tasks.Read)

Allows the app to read the signed-in user’s tasks and task lists, including any shared with the user. Doesn't include permission to create, delete, or update anything.

READ-WRITE

Read user mail

(Mail.Send)

Allows the app to read email in user mailboxes

Read user and shared email (Mail.ReadWrite.Shared)

Allows the app to create, read, update, and delete mail that the user has permission to access, including the user's own and shared mail. Does not include permission to send mail.

Send mail on behalf of others

(Mail.Send.Shared)

Allows the app to send mail as the signed-in user, including sending on-behalf of others.

Have full access to user calendars

(Calendars.ReadWrite)

Allows the app to create, read, update, and delete events in user calendars.

Read and write user and shared calendars

(Calendars.ReadWrite.Shared)

Allows the app to create, read, update and delete events in all calendars the user has permissions to access. This includes delegate and shared calendars.

Have full access to user contacts

(Contacts.ReadWrite)

Allows the app to create, read, update, and delete user contacts.

Create, read, update, and delete user’s tasks and task lists {preview}

(Tasks.ReadWrite)

Allows the app to create, read, update, and delete the signed-in user's tasks and task lists, including any shared with the user.

If you run into issues, please contact support.

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