Integrations and the Microsoft 365 connection

All integrations are on one page: Integrations, in the menu under your name. Each service has its own card with its status, the connected account, when it was last checked or synced, and a button to connect or stop it. Only owners and admins see and change this page.

Most integrations work through one Microsoft 365 connection for your organisation. You connect it once on the Microsoft 365 card at the top, and it serves the annual plan in Outlook, documents in SharePoint and OneDrive, alerts in Teams and findings in Planner.

Connecting

1. Open Integrations, in the menu under your name.
2. Choose Connect Microsoft 365 on the Microsoft 365 card.
3. Sign in with a Microsoft account of your organisation and accept the permissions.

You come back to Integrations, and the card shows Connected with the account. Your Microsoft administrator may have to approve Peilaro for your organisation once. Then set up the services you want on their own cards.

When a new service is added later, the card says which one is not yet allowed. Choose Connect again and accept the new permissions. Nothing you set up is lost.

What data it uses

Peilaro keeps the name and address of the connected account and the keys Microsoft gives for the connection. They are stored encrypted with your organisation's key and are never written to logs. Peilaro asks Microsoft only for what each service needs:

• your basic profile, to show which account is connected,
• your calendars, to put the annual plan in one,
• the details of SharePoint and OneDrive documents you link as proof,
• the teams and channels you can choose for alerts, and posting in that channel,
• your Planner plans and tasks, and the names of colleagues to assign a task to.

What each service reads and sends is described in its own article. Peilaro checks the connection every night and renews it before it runs out.

When the connection expires

Sometimes Microsoft stops accepting the connection, for example after a password change or when an administrator withdraws it. The card then shows Expired with the date, and the owners and admins get an email. Choose Connect again. Nothing in Peilaro is lost in the meantime: the emails go out as usual, and the Outlook calendar is brought up to date once you are connected again.

Disconnecting

Choose Disconnect on the Microsoft 365 card. Peilaro removes its keys and stops every service that uses the connection. Events already in Outlook and tasks already in Planner stay where they are. Links to SharePoint and OneDrive stay on their clauses but are no longer checked. Your Microsoft administrator can also remove Peilaro's permission in Microsoft Entra ID. Connecting, disconnecting and expiry show under Activity.