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

# Connect Microsoft 365

> Sign in with your Microsoft work account — SharePoint, OneDrive, Excel, Outlook, and Power BI.

Microsoft 365 is Rivvi's primary Microsoft connector. You **sign in with your Microsoft work account**. The agent can then see the SharePoint, OneDrive, Excel, Outlook calendar, and Power BI **your account can already open**. There is no Azure app to register for day-to-day use.

Teams is a [separate Rivvi app you install inside Teams](/connectors/microsoft-teams) — not part of this sign-in.

<Tip>
  Most teams should connect Microsoft 365. [Power BI](/connectors/power-bi) on its own is the same Microsoft sign-in with a narrower grant (no SharePoint, OneDrive, or Outlook).
</Tip>

<Info>
  Setting this up as the IT / Microsoft 365 admin? The **[Microsoft setup for IT admins](/connectors/microsoft-setup)** guide covers the optional org-wide Azure app, Graph permissions (not Teams messages), Power BI tenant settings, and troubleshooting.
</Info>

## How to connect

<Steps>
  <Step title="An admin enables Microsoft 365">
    An organization admin goes to **Settings → Connectors → Microsoft 365** and clicks **Enable**. If you're not an admin, click **Request**.
  </Step>

  <Step title="Connect your Microsoft account">
    In **Your account**, click **Connect** and sign in with your Microsoft work or school account. Approve access and you land back connected. Each teammate connects their own account.
  </Step>
</Steps>

An optional org-wide Azure app lives under **Advanced** if you need unattended access. That is not the default. IT walkthrough: [Microsoft setup for IT admins](/connectors/microsoft-setup).

## What Rivvi can do with Microsoft 365

* **Power BI** — list workspaces, reports, dashboards, and datasets; read a report; read a dataset's schema; run read queries; and (with approval) refresh a dataset or export a report to PDF/PowerPoint.
* **SharePoint & OneDrive** — list sites and lists, list drives and their files.
* **Excel** — read a range from a workbook in your drive.
* **Outlook** — list calendars and upcoming events; create an event (with approval).

## Try it

```text theme={null}
Pull the total patient volume from our Power BI operations dashboard.
Read the "Q3 targets" range from our planning workbook in OneDrive.
What's on my Outlook calendar tomorrow?
```

## Next

<CardGroup cols={2}>
  <Card title="Microsoft setup for IT admins" icon="shield-halved" href="/connectors/microsoft-setup" />

  <Card title="Power BI only" icon="chart-column" href="/connectors/power-bi" />

  <Card title="Microsoft Teams" icon="microsoft" href="/connectors/microsoft-teams" />

  <Card title="Connectors overview" icon="plug" href="/connectors/overview" />
</CardGroup>
