Microsoft Office 365

Updated March 31, 2023 21:11

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.

In order to set up an integration with Office 365, you will 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.

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 currently still under development.

Enabling Integrations

Integrations can be enabled at any point during your Hudu environment testing and/or during production. Integrations can be merged into your existing documentation based on set rules; providing the ability to start with integration setup, or easily connect them at a later date.

To enable the Office 365 integration:

Navigate to Hudu admin area >> Integrations.
Select Office 365 from the list.

If you're running on a Hudu version before 2.1.5.15, you'll need to select create integration.

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 Azure Active Directory.

You will be taken to a new dashboard. Click on Azure Active Directory, then App Registrations >> ((+ New Registration)).

Give your application a name, and choose Accounts in this organizational directory only (tenant_name - Single tenant).

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

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

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.

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

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

- - Microsoft Graph >> Directory >> Directory.Read.All

- - Microsoft Graph >> Reports >> Reports.Read.All

- - Microsoft Graph >> User >> User.Read.All

- You no longer need Azure Active Directory Graph as it has been deprecated.

Click ((Add Permissions)).
You will now need to click ((Grant Admin Consent)).

In Hudu

Navigate to the Office 365 integration (Admin >> Integrations) and set up the integration.
From the Company dropdown, select the company/client [space] 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 a Primary Sync Location for the contacts.
- Choose asset layouts (must be active asset layouts) from the list to designate as the primary sync location (i.e. which asset layout you would like the contacts to be placed in).

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

Save the settings.

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

Start the sync. After inputting all settings and ensuring the connection was successful; start the sync to push initial data to Hudu from your 365 tenants (this is required before moving on).

Once you have started a sync, you should make sure that company is properly matched (you can always unmatch cards that were matched incorrectly) before proceeding to other companies.

FAQ

Common Error: Test connection unsuccessful

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.

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; this is something that we're working on!