How to: Getting started with the Microsoft Outlook 365 connector in Qlik Automate

[MarkGeurtsen]

This article is intended to get started with the Microsoft Outlook 365 connector in Qlik Automate.

Authentication and Authorization

To authenticate with Microsoft Outlook 365 you create a new connection. The connector makes use of OAuth2 for authentication and authorization purposes. 

When creating your data source, you will be prompted with a screen asking whether you want default permissions or default + attachment support permissions.

The Oauth scopes that are requested for default permissions are:

• Mail.Send
• User.Read
• Offline_access

When selecting default + attachment support permissions, an additional scope Mail.ReadWrite will also be requested. This scope is required to send email with attachments.

 

Sending Email with the Microsoft Outlook 365 connector

The following parameters are available on the Send Mail With Attachments block:

• To: A comma-separated list of recipients
• CC: A comma-separated list of recipients to whom the email should be copied
• BCC: A comma-separated list of recipients to whom the email should be blind copied
• Subject: A title for your email
• Type: Choose between plain text email or HTML
• Content Body: The content of your email. You can use HTML for your email if chosen as the type
• Attachments: The attachments of your email

Generating a report and sending an email with the report as an attachment

The following automation shows how to generate a report from a Qlik Sense app and attach it to an email. This automation is also attached as JSON in the attachment to this post.

Generating a report and sending an email with sharing link of the report

For users who didn’t opt for the default + attachment permission while setting up the connection, due to missing permissions, or because their company hasn’t approved the Mail.ReadWrite scope, they can still send the email with a sharing link to the report. To do this, the sharing link must first be generated in OneDrive or an alternative file-sharing service.

The following automation shows how to generate a report from a Qlik Sense app, upload the report to Microsoft OneDrive, create a sharing link, and send out an email with the sharing link in the body. This automation is also attached as JSON in the attachment to this post.

Environment:

Qlik Automate

[mfahlers]

Hi

Could be please get an option for added an attachment, the lack of attachments makes it impossible to use with the reporting automation

[Sonja_Bauernfeind]

Hello @mfahlers This is on the roadmap for the Microsoft Outlook 365 connector, though in the meantime, you can distribute links to a report. We also have a Mail block which allows for attachments.

All the best,
Sonja 

[mfahlers]

Hi Sonja

Thanks, the Link is an good idea, but that requires the user to have access to a some place that is not Qlik to access the files, as the idea is to distribute to external users /none qlik users like in nprinting.

The mail block doesn't work because it it not compatible with Microsoft requirements regarding using their smtp server (unless special settings are use, which are deprecated) . Yes we could use other smtp servers, but this is meet with great resistance in the organizations/customers as it is another mail system to be bought/maintained 

[Sander_Persgroep]

@Sonja_Bauernfeind any update about this connector? When will it possible to send attachments?

[Sonja_Bauernfeind]

Hello @Sander_Persgroep 

None as of yet. Please vote on and subscribe to the following idea to stay informed: Automations - Outlook 365 - add attachments 

If you have trouble accessing this link directly, please go to our Ideation Site first, scroll down a little and click Authenticate Me.

All the best,
Sonja

[Raju_6952]

Hi @Sonja_Bauernfeind ,

do we need to create oauth connection before hand to setup the outlook 365 connection in app automation?

and also we are getting admin approval required message while trying to setup the email connection in an automation.

Regards,

Raju

[Sonja_Bauernfeind]

Hello @Raju_6952 

Please post your query in the Qlik Application automation forum, where our active support agents and your knowledgeable Qlik peers can better assist you.

All the best,
Sonja 

[SivenM2020]

Hi,

Just checking  if sending automation attachments is now available via OAUTH2 connector.

Kind Regards,

Siven

[balajim1]

@Sonja_Bauernfeind 

I hope you are doing well.

Do we have any latest update regarding automation attachments.

Regards,
Balaji

[Sonja_Bauernfeind]

Hello @balajim1 and @SivenM2020 

This remains on the roadmap. Please see the relevant feedback (#324694) found on our Ideation page. I recommend logging in and then searching for Automations - Outlook 365 - add attachments. You'll be able to leave a comment on the idea and vote for it.

All the best,
Sonja