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

# Microsoft 365 Integration

> Connect Microsoft 365 to access files, calendar, Teams, tasks, and SharePoint content from chat.

## Overview

Connect Microsoft 365 to access files, calendar, chats, tasks, notes, Excel data, contacts, Teams, and SharePoint content through natural language. Email actions aren't covered on this page.

<Note>
  Microsoft 365 connects through a Dume-hosted server that talks to Microsoft Graph, so the action categories below reflect what that server currently exposes and may expand over time rather than being a fixed, permanent list.
</Note>

## 1. Connect Microsoft 365 (OAuth)

<Steps>
  <Step title="Open Integrations">Click **Connect Integration** on the Microsoft 365 card.</Step>
  <Step title="Continue on your Dume dashboard">Microsoft 365 connects from your [Dume dashboard settings](https://app.dume.ai/integrations) rather than a popup in the app itself.</Step>
  <Step title="Select account">Choose your work or school account.</Step>
  <Step title="Grant access">Allow the requested permissions (files, calendar, Teams, tasks, and so on).</Step>
  <Step title="Confirm">Status shows Connected. Test: "List my upcoming meetings."</Step>
</Steps>

<Tip>You can revoke access anytime in Azure/My Account → Privacy & security → Apps with access.</Tip>

## 2. Supported action categories

| Category                 | What you can do                                                                |
| ------------------------ | ------------------------------------------------------------------------------ |
| User & Teams             | Get your profile, list joined Teams, view team details and members, list users |
| Teams / Chat             | List and read chats, send and reply to chat messages                           |
| Channels                 | List channels, read channel messages, send a channel message                   |
| Calendar                 | List calendars and events, view, create, update, and delete events             |
| Files (Drive/OneDrive)   | List drives and folders, upload and download files, delete a file              |
| SharePoint sites & lists | Search sites, browse site drives and lists, read list items                    |
| OneNote                  | List notebooks and sections, list pages, create a page, read page content      |
| Tasks (To Do)            | List task lists and tasks, create, update, and delete a task                   |
| Planner                  | View plans and tasks, create and update a Planner task                         |
| Excel                    | Read a range, format it, sort it, create a chart                               |
| Contacts                 | List, create, update, and delete Outlook contacts                              |
| Search                   | Search across connected Microsoft 365 content                                  |

## 3. Quick commands

```
Show my meetings for tomorrow
List files in my OneDrive root
Upload this file to my Project folder
Search SharePoint for "Q4 roadmap"
List my Teams chats
Send a Teams message to marketing: Status updated
Create a Planner task: Finalize launch assets due Friday
Show my To Do tasks due this week
Get the Design notebook sections in OneNote
Format the Excel range A1:D10 bold
Create a bar chart for sales worksheet range A1:B13
List Outlook contacts named Sarah
Create contact: Jane Doe, jane@company.com, Product Manager
```

## 4. Common patterns

<Tabs>
  <Tab title="Calendar">
    ```
    What's on my calendar this afternoon?
    Create a 30m sync with Alex tomorrow at 10 AM
    Move the 2 PM meeting to 3 PM
    ```
  </Tab>

  <Tab title="Files & SharePoint">
    ```
    List files in /Reports
    Download the latest budget file
    Search SharePoint sites for "policy"
    ```
  </Tab>

  <Tab title="Teams & chat">
    ```
    Show recent messages in Marketing Team channel
    Send a channel message: Launch is green
    Summarize today's chat messages
    ```
  </Tab>

  <Tab title="Tasks & Planner">
    ```
    List my Planner tasks due this week
    Create Planner task: Prepare release notes, due Friday
    Update task: mark 'Prepare release notes' completed
    ```
  </Tab>

  <Tab title="OneNote & notes">
    ```
    List notebooks
    List pages in Strategy section
    Create a OneNote page: Meeting notes for Q4 planning
    ```
  </Tab>

  <Tab title="Excel">
    ```
    Get range A1:D20 in Sales worksheet
    Sort range A2:D50 by column C descending
    Create a line chart for range A1:B13 in Metrics worksheet
    ```
  </Tab>
</Tabs>

## 5. Troubleshooting

| Issue             | Fix                                                                      |
| ----------------- | ------------------------------------------------------------------------ |
| OAuth fails       | Retry, and confirm you're using the correct account with pop-ups allowed |
| Empty results     | Confirm the resource exists, then try a simpler list command             |
| Permission denied | Reconnect and accept the scopes; an admin may need to approve            |
| File not found    | Provide the full path or ID, or list the folder's files first            |
| Excel range error | Verify the worksheet name and cell range syntax                          |

## 6. Security

* Token-based OAuth, no password storage
* Granular Microsoft Graph scopes
* Revocable anytime in account security settings
* Actions that create, update, or delete may prompt for confirmation