Data sources
Office 365 Outlook
The Office 365 Outlook data source lets you read the e-mails of a mailbox folder that is hosted on Microsoft 365. Sign-in uses modern Microsoft authentication (Microsoft Entra ID, OAuth) with a choice between a multi-tenant and a single-tenant application.
Setting up the data source
Right-click [Data] or click the […] button and choose [Add data source]. Switch to the [Office 365] category (1) and select the [Outlook] data source (2).
Configure the connection
In the [General] section, first give the data source a name. In the [Connection] section, use the dropdown to pick the authorization method (1) and then sign in via the [Authorize] button (2). Once authorized, the button shows [Is authorized]. Because sign-in happens through the regular Microsoft login window, multi-factor authentication (MFA) is supported – only an access token is stored in your project, never your user name and password. You can revoke that token at any time through the Microsoft 365 portal.
- Use multi-tenant Application – Peakboard uses a ready-made application that Peakboard has already registered in Microsoft Entra ID. You don’t need to register your own app; a single [Authorize] is enough.
- Use single-tenant Application – you use your own app registration in your own Microsoft Entra ID directory (tenant) by entering its [Application (client) ID] and [Directory (tenant) ID]. Authentication then stays entirely within your organization.
If you already authorized an Office 365 connection in the same project (for example for SharePoint Lists or the Office 365 Calendar), click [Reuse existing connection] at the bottom and pick it – no second sign-in is required.
Specify details
Click [Retrieve Outlook Folders] (3) to load the folders of the mailbox, then choose the desired folder under [Folder] (4) – for example [Inbox], [Sent Items] or [Drafts]. Enable [Select timeframe] (5) to restrict the e-mails to a date range; otherwise a default range is used. With [Timezone] you set the time zone the received times are converted to. If you want to process the body of the e-mails as HTML formatting instead of plain text, enable the [Content as HTML] checkbox.
Load data
Click [Load data] to display the preview. The result is a list containing one line per e-mail, with columns such as [Id], [ReceivedTime], [From], [Subject], [To] and [Body] (the sender addresses and subjects are blanked out in this screenshot).
Click [OK] to create the data source. It then appears in the Explorer under [Data] and can be linked to controls like any other data source.
