Microsoft OAuth (Third-Party Account) — Setup Guide

Overview

Use this guide to connect Microsoft 365 to MinuteView by creating an Azure app registration. This will let MinuteView workflows use your Microsoft account to:

• Access SharePoint/OneDrive files
• Read and send email
• Access and send Teams chats/messages
• Manage calendar events

⚠️ This setup is for Delegated (user sign-in) accounts. The account signs in once, and MinuteView securely stores a refresh token so it can keep working without you re-signing in.

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Step 1 — Register the App in Azure

1. Go to the Azure Portal → App registrations → New registration.

2. Give it a name, e.g. MinuteView (Delegated).

3. Choose Supported account types:

   • Usually “Accounts in this organizational directory only” (single tenant).

4. Add a Redirect URI (type: Web):

   • https://your-domain/MinuteView/PageGeneral/ServiceCallback.aspx

5. Click Register.

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Step 2 — Collect App Details

From the app’s Overview page, copy:

• Application (client) ID
• Directory (tenant) ID

Then create a Client secret:

1. Go to Certificates & secrets.
2. Click New client secret.
3. Copy and store the generated secret securely (you’ll need it for MinuteView).

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Step 3 — Add Required Permissions

Go to API permissions → Add a permission → Microsoft Graph → Delegated permissions. Add:

Files & SharePoint

• Files.ReadWrite.All
• Sites.ReadWrite.All

Mail

• Mail.Read
• Mail.Send
• Mail.Read.Shared

Teams

• Chat.ReadWrite
• ChannelMessage.Send
• TeamsActivity.Send
• User.ReadBasic.All
• People.Read
• User.Read

Calendar

• Calendars.ReadWrite

Dynamics 365 - Business Central

• (optional) Financials.ReadWrite.All if required for Business Central Integration

Sign-in & Profile

• openid
• profile
• email
• offline_access

✅ Don’t forget to Grant admin consent so your users don’t get blocked.

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Step 4 — Enter Details into MinuteView

In MinuteView, when adding a Microsoft OAuth account:

• Paste the Client ID, Tenant ID, and Client Secret
• Enter your Redirect URL (same as Azure registration)
• Save and test the connection

MinuteView will handle the rest:

Now when you add a node to a workflow that requires this account, you will see a red icon for Microsoft. simply click the icon, it will ask you to sign in the first time, the next time it will be green and ready to use.

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Step 5 — Test the Connection

Try running a workflow node that uses Microsoft data. For example:

• SharePoint file listing
• Sending a test email
• Reading calendar events

If it works, your setup is complete.

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Troubleshooting (Quick Fixes)

• Redirect URI error → Double-check the URL matches exactly in both Azure and MinuteView.
• Insufficient privileges → Ensure permissions are added and admin consent is granted.
• Teams actions failing → Some Teams features may require Application permissions. For user workflows, stick with Delegated.

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Summary

• Register an app in Azure
• Add the required Microsoft Graph delegated permissions
• Enter IDs and secrets into MinuteView
• MinuteView stores tokens and handles refresh automatically