Crm And Sales Tools

Microsoft 365 People

The Microsoft 365 People modules allow you to create, update, search, delete, and watch the contacts and contact folders in your Microsoft 365 People account.

Getting Started with Microsoft 365 People

Prerequisites

  • A Microsoft 365 account

In order to use Microsoft 365 People with Boost.space Integrator, it is necessary to have a Microsoft 365 People account. If you do not have one, you can create a Microsoft 365 People account at office.com.

The module dialog fields that are displayed in bold (in the Boost.space Integrator scenario, not in this documentation article) are mandatory!

Connecting the Microsoft 365 People to Boost.space Integrator

1. Go toBoost.space Integrator and open the Microsoft 365 People module’s Create a connection dialog.

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2. In the Connection name field, enter a name for the connection and click Continue.

3. Enter your Microsoft 365 People account login credentials and confirm the dialog by clicking Yes.

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The connection has been established.

Contact

Watch Contacts

Triggers when a contact is created or updated.

Connection

Establish a connection to your Microsoft 365 People account.

Contact Folder ID

Select the Contact Folder ID whose contacts you want to watch.

Watch Contacts

Select the option to watch the contact:

  • By Created Date Time

  • By Last Updated Date Time

Limit

Set the maximum number of contacts Boost.space Integrator should return during one scenario execution cycle.

Search Contacts

Searches for contacts that match a specified text.

Connection

Establish a connection to your Microsoft 365 People account.

Contact Folder ID

Select the Contact Folder ID whose contacts you want to watch.

Query

Enter a keyword or phrase to search the contacts based on the specified query.

Order By

Select the option to sort the contacts:

  • Display Name – Ascending Order

  • Display Name – Descending Order

  • Created Date Time – Ascending Order

  • Created Date Time – Descending Order

  • Last Modified Date Time – Ascending Order

  • Last Modified Date Time – Descending Order

Limit

Set the maximum number of contacts Boost.space Integrator should return during one scenario execution cycle.

Get a Contact

Gets the metadata of a specified contact.

Connection

Establish a connection to your Microsoft 365 People account.

Contact ID

Select the Contact ID whose details you want to retrieve.

Create a Contact

Creates a new contact.

Connection

Establish a connection to your Microsoft 365 People account.

Title

Enter a title for the contact’s name. For example, Mr.

Given Name

Enter the contact’s given name.

Middle Name

Enter the contact’s middle name.

Surname

Enter the contact’s surname.

Suffix

Enter contact’s suffix.

Nickname

Enter the contact’s nickname.

Email Addresses

Add the contact’s email addresses:

Email Address

Enter the email address.

Name

Enter the type of email address. For example, work.

You can enter a maximum of three email addresses.

Contact Folder ID

Select the Contact Folder ID to which you add the contact.

Mobile Phone

Enter the contact’s mobile number.

Home Phones

Enter the contact’s home phone number. You can add a maximum of two phone numbers.

Business Phones

Enter the contact’s business phone number. You can add a maximum of two phone numbers.

Primary Instant Messaging Address

Enter the details of the Instant Messaging address of the contact. For example, Skype.

Business Home Page

Enter the website URL address of the contact’s business.

Job Title

Enter the position of the contact in the company.

Company Name

Enter the contact’s company name.

Department

Enter the contact’s department name.

Office Location

Enter the contact’s office location details.

Assistant Name

Enter the contact’s assistant name if applicable.

Name of the Manager

Enter the contact’s manager’s name.

Street

Enter the contact’s home address. Enter the street name.

City

Enter the city name.

State

Enter the state name.

Country or Region

Enter the country name.

Postal Code

Enter the area postal code.

Street

Enter the contact’s business address. Enter the street name.

City

Enter the city name.

State

Enter the state name.

Country or Region

Enter the country name.

Postal Code

Enter the area postal code.

Street

Enter the contact’s alternate address if applicable. Enter the street name.

City

Enter the city name.

State

Enter the state name.

Country or Region

Enter the country name.

Postal Code

Enter the area postal code.

Categories

Add the categories for the contact.

Personal Notes

Enter any additional information about the contact you would like to mention.

Birthday

Enter the contact’s date of birth.

Spouse Name

Enter the contact’s spouse’s name.

Update a Contact

Updates an existing contact.

Connection

Establish a connection to your Microsoft 365 People account.

Contact ID

Select the Contact ID whose details you want to update.

Title

Enter a title for the contact’s name. For example, Mr.

Given Name

Enter the contact’s given name.

Middle Name

Enter the contact’s middle name.

Surname

Enter the contact’s surname.

Suffix

Enter contact’s suffix.

Nickname

Enter the contact’s nickname.

Email Addresses

Add the contact’s email addresses:

Email Address

Enter the email address.

Name

Enter the type of email address. For example, work.

You can enter a maximum of three email addresses.

Mobile Phone

Enter the contact’s mobile number.

Home Phones

Enter the contact’s home phone number. You can add a maximum of two phone numbers.

Business Phones

Enter the contact’s business phone number. You can add a maximum of two phone numbers.

Primary Instant Messaging Address

Enter the contact’s instant messaging address. For example, Skype.

Business Home Page

Enter the website URL address of the contact’s business.

Job Title

Enter the position of the contact in the company.

Company Name

Enter the contact’s company name.

Department

Enter the contact’s department name.

Office Location

Enter the contact’s office location details.

Assistant Name

Enter the contact’s assistant name if applicable.

Name of the Manager

Enter the contact’s manager’s name.

Street

Enter the contact’s home address. Enter the street name.

City

Enter the city name.

State

Enter the state name.

Country or Region

Enter the country name.

Postal Code

Enter the area postal code.

Street

Enter the contact’s business address. Enter the street name.

City

Enter the city name.

State

Enter the state name.

Country or Region

Enter the country name.

Postal Code

Enter the area postal code.

Street

Enter the contact’s alternate address if applicable. Enter the street name.

City

Enter the city name.

State

Enter the state name.

Country or Region

Enter the country name.

Postal Code

Enter the area postal code.

Categories

Add the categories for the contact.

Personal Notes

Enter any additional information about the contact you would like to mention.

Birthday

Enter the contact’s date of birth. See the list of supported data formats.

Spouse Name

Enter the contact’s spouse’s name.

Delete a Contact

Deletes a contact.

Connection

Establish a connection to your Microsoft 365 People account.

Contact ID

Select the Contact ID you want to delete.

Contact Folder

List Contact Folders

Retrieves a list of all contact folders.

Connection

Establish a connection to your Microsoft 365 People account.

Contact ID

Select the Contact ID you want to delete.

Get a Contact Folder

Gets the metadata of a specified contact folder.

Connection

Establish a connection to your Microsoft 365 People account.

Contact Folder ID

Select the Contact Folder ID whose details you want to retrieve.

Create a Contact Folder

Creates a new contact folder.

Connection

Establish a connection to your Microsoft 365 People account.

Display Name

Enter a name for the contact folder.

Update a Contact Folder

Updates an existing contact folder.

Connection

Establish a connection to your Microsoft 365 People account.

Contact Folder ID

Select the Contact Folder ID whose details you want to update.

Display Name

Enter a name for the contact folder.

Delete a Contact Folder

Deletes a contact folder.

Connection

Establish a connection to your Microsoft 365 People account.

Contact Folder ID

Select the Contact Folder ID you want to delete.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Microsoft 365 People account.

URL

Enter a path relative to https://graph.microsoft.com/. For example: /v1.0/me/contacts

For the list of available endpoints, refer to the Microsoft API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry**.**

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don’t have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use – List Contact Folders

The following API call returns all tasks from your Microsoft 365 People account:

URL: /v1.0/me/contactFolders

Method: GET

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Matches of the search can be found in the module’s Output under Bundle > Body > value. In our example, 3 contact folders were returned:

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Permissions Information for Microsoft 365 People

  • Watch Contacts – offline_access, User.Read, Contacts.Read

  • Search Contacts – offline_access, User.Read, Contacts.Read

  • Get a Contact – offline_access, User.Read, Contacts.Read

  • Create a Contact – offline_access, User.Read, Contacts.ReadWrite

  • Update a Contact – offline_access, User.Read, Contacts.ReadWrite

  • Delete a Contact – offline_access, User.Read, Contacts.ReadWrite

  • List Contact Folders – offline_access, User.Read, Contacts.Read

  • Get a Contact Folder – offline_access, User.Read, Contacts.Read

  • Create a Contact Folder – offline_access, User.Read, Contacts.ReadWrite

  • Update a Contact Folder – offline_access, User.Read, Contacts.ReadWrite

  • Delete a Contact Folder – offline_access, User.Read, Contacts.ReadWrite

  • Make an API Call – offline_access, User.Read

Legacy article, imported from the original Boost.space knowledge base (/knowledge-base/applications/crm-and-sales-tools/microsoft-365-people/).

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