Microsoft 365

Connect your Microsoft 365 applications to index documents, emails, and team conversations.

Available Integrations

Integration	Features
OneDrive	Personal and shared folders
SharePoint	Sites and document libraries
Outlook	Combined mail and calendar
Outlook Mail	Email-only indexing
Outlook Calendar	Calendar-only indexing
Microsoft Teams	Channel messages and files
Excel	Workbook indexing
Word	Document indexing
OneNote	Notebook and section indexing

Setup

All Microsoft integrations use Azure AD OAuth:

1. Add the integration to your collection
2. Click Connect with Microsoft
3. Sign in with your Microsoft account
4. Authorize the requested permissions
5. Configure sync settings

OneDrive

Index files from OneDrive:

• Personal - Your OneDrive (connect as personal source)
• Shared - OneDrive for Business shared folders

Configuration

Option	Description
Folders	Select specific folders
File types	Filter by document type
Include shared	Include shared files

SharePoint

Index SharePoint sites and document libraries:

• Select which sites to include
• Choose specific document libraries
• Index list items with metadata

Best Practices

• Start with specific sites rather than all sites
• Use document libraries for file-heavy content
• Consider sync frequency for large libraries

Outlook

Index emails and calendar events:

• Outlook - Both mail and calendar
• Outlook Mail - Email only
• Outlook Calendar - Calendar only

Connect as a personal source to keep emails private.

Configuration

Option	Description
Folders	Inbox, Sent, custom folders
Date range	How far back to index
Include attachments	Extract text from attachments

Microsoft Teams

Index Teams conversations:

• Channel messages
• Files shared in channels
• Meeting notes

What’s Indexed

• Public channel messages
• Files in channel folders
• Meeting transcripts (if available)

What’s Not Indexed

• Private chats (unless connected as personal source)
• Video/audio content

Excel & Word

Index Office documents:

• Full text extraction
• Table data from Excel
• Document structure preserved

OneNote

Index notebooks:

• Section and page content
• Embedded images (with OCR on Pro)
• Ink-to-text (limited support)

Sync Behavior

Type	Default Frequency
OneDrive	Every 15 minutes
SharePoint	Every hour
Outlook	Every 15 minutes
Teams	Every 15 minutes

Required Permissions

Ballast requests:

• Files.Read.All - Read OneDrive/SharePoint files
• Mail.Read - Read Outlook emails
• Calendars.Read - Read calendar events
• ChannelMessage.Read.All - Read Teams messages