Integrations and Connectors
AgilePoint NX integrates in these ways with Microsoft 365:
- Activities in Process Builder
- Access tokens
- SharePoint Dashboard
- More integrations for SharePoint for Microsoft 365
- Outlook Task Manager
Activities in Process Builder
An activity is a functional unit, or task, in a process-based app. Activities that integrate with a third-party system provide access to the API functionality for that system in a simple, point-and-click, form-entry format. This means that you can easily leverage APIs without writing code.
Process Activities for Microsoft 365
The following activities are available for Microsoft 365:
- Add Users To Security Group activity
- Assign License activity
- Create User activity
- Remove Users From Security Group activity
- Reset Password activity
- Retrieve License Plans activity
- Disable User activity
For more information, refer to the process activities for Microsoft 365 in Process Builder.
For more information, refer to:
- Enable Microsoft 365 SharePoint Online Authentication
- Sign In with Microsoft 365
- Sign Up for AgilePoint NX with a SharePoint for Microsoft 365 Account
Authentication Configuration screen
You can create access tokens for Microsoft 365.
An access token is a secure object that stores an endpoint (usually a URL) and authentication credentials to connect to a service or technology. Often this is an external or third-party service, like Salesforce or SharePoint, but access tokens can also connect to an AgilePoint NX enviornment, local database, or other types of technologies. Once an access token is created, app designers can simply select and reuse it, rather than entering the credentials each time they are needed.
For more information, refer to Access tokens for Microsoft 365.
Microsoft 365 Access Token Configuration screen
SharePoint Dashboard for Microsoft 365
Microsoft 365 integration includes the SharePoint Dashboard app for Microsoft 365.
For more information, refer to Microsoft 365 SharePoint Integration.
More Integration Points for SharePoint for Microsoft 365
AgilePoint NX integrates in more ways with Microsoft 365. For more information, refer to SharePoint for Microsoft 365.
Outlook Task Manager
You can use AgilePoint NX Task Manager in Microsoft Outlook for Microsoft 365.
The Outlook Task Manager for AgilePoint NX lets you use an AgilePoint NX app workflow seamlessly within an e-mail in Outlook for Microsoft 365. This can increase your productivity when you use Outlook on any device.
You can do a number of actions directly from an Outlook e-mail, depending upon their permissions and the context of the task.
Outlook Task Manager screen
For more information, refer to Outlook Task Manager for AgilePoint NX.
Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Microsoft 365 Documentation
Use these links to find third-party vendor documentation for Microsoft 365:
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