Microsoft Office 365

One native integration that can be set up within Hudu is Office 365.
Before setting up your Microsoft Office 365 integration, please read over our Understanding Integrations article to learn basic concepts and useful tips.

What You'll Need

  • Access to retrieve a client's O365 credentials.
  • Admin or super-admin user role within Hudu.

    At any time, you can come back to your Hudu admin area → Integrations → Office 365 to make changes to the integration.

Integration Features

Hudu's integration with Microsoft Office 365 allows you to sync over:
  • Basic User Information.
    • Pull basic contact information from your clients' O365 tenant.
  • Product Information.
    • Pull a contact's product information from their O365 tenant.
  • Mailbox Storage Information.
    • Pull a contact's mailbox usage information from their O365 tenant.
  • Licensing Information.
    • Pull a contact's licensing information from their O365 tenant.

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    You can use Connected Fields to map information from this integration into Hudu custom fields. This allows data to appear in list views and be fully searchable across your account. Learn more →

What Hudu needs from Office 365

  • Application (client) ID.
  • Directory (tenant) ID.
  • Client Secret Value.

Guides

    The Microsoft Office 365 integration is currently only available to be pulled in for a single tenant at a time. The ability to pull in information through a delegated admin interface is still Under Consideration.

Obtaining the Office 365 Information

In order to get started, you must first set up the integration in the Microsoft Office 365 Admin.

  • As an admin, log in to Microsoft Office 365. Navigate to the Microsoft 365 admin center.
  • Click on Microsoft Entra ID.
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  • You will be taken to a new dashboard. Click + Add, then select App Registration.
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  • Give your application a name, and choose Accounts in this organizational directory only (tenant_name - Single tenant).

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  • Click ((Register)).
  • Copy down the Application (client) ID and Directory (tenant) ID and save them for later.

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  • Navigate to Certificates & secrets on the left-hand sidebar and click ((+ New Client Secret))

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  • Copy the Value and save it for later.
    • Do NOT use the Secret ID.
  • Head to API permissions on the left-hand sidebar.
  • Delete the default Microsoft Graph User.Read permission.

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  • Click ((+ Add a Permission))
  • Select Microsoft Graph (under Microsoft APIs).

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  • Give the app the following permissions:
    • These should all be selected as Application Permissions

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  • Microsoft Graph >> Directory >> Directory.Read.All

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  • Microsoft Graph >> Reports >> Reports.Read.All

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  • Microsoft Graph >> User >> User.Read.All

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  • Microsoft Graph >> User-Phone >> User-Phone.ReadWrite.All (optional)
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  • Click ((Add Permissions)).
  • You will now need to click ((Grant Admin Consent)).

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    To limit Microsoft Graph application access using Exchange Online RBAC, see Implementing Role-Based Access Control (RBAC) for Microsoft Graph Applications .

Enabling the Microsoft 365 Integration

  • Integrations can be enabled at any time, during Hudu environment testing or in production.

  • Once enabled, integrations can be merged into existing documentation based on predefined rules.

  • This allows you to configure the integration upfront or connect it later as needed.

  • To enable the Microsoft 365 integration:

    • Navigate to the Hudu admin area (Admin → Integrations).

    • Select Microsoft 365 from the list.

Setting up the Integration in Hudu

Step 1. Connect to Microsoft 365

  • Navigate to the Office 365 integration (Admin → Integrations) and set up the integration.
  • From the Company dropdown, select the company you'd like to set the integration up for.
  • Paste the Application (client) ID, the Directory (tenant) ID, and the Client Secret Value from Office 365.

  • Choose an asset layout (must be active asset layout) from the list to designate as the default asset layout.

    If you don't see/have not created any asset layouts yet, you’ll need to create these. Visit Asset Layouts for additional information!

  • Choose to Skip guest contacts (optional)
  • Save the Settings

Step 2. Test connection and run an initial sync

  • On the integration overview page, click Test Connection
  • If successful, start an initial sync to bring in Microsoft 365 clients/companies

    Make sure to test the integration for a successful connection before continuing; do not continue on until you see a connection successful message display.

 

FAQ

Common Error: Test connection unsuccessful

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Answer: If you receive the above error, or receive an error when clicking "Test Connection", this either means:

  • One (or multiple) of your credentials is incorrect. Verify that you correctly copied the Application ID, Directory ID, and Client Secret Value.

  • You haven't granted admin access to the correct permissions. Verify that you have added the correct permissions to your App, as well as clicked Grant Admin Access.

  • Save your settings again, click refresh, and test for a successful connection again.

Integration was successful, but I'm not seeing all the information per contact.

Answer:

  • Open admin.microsoft.com and navigate to your Settings.
  • Go to your Org Settings >> Services and find Reports in the list.
  • Deselect the "Display concealed user, group, and site names in all reports“ option.
  • Stop and start the sync again.

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Can I limit and/or filter the users that are brought in?

Answer: There isn't currently a method of limiting the users that the integration brings in. 

 

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