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How to enable Microsoft Graph Data Connector?

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About this article

This article will explain how to set up a connection from Templafy to your Microsoft Azure tenant via the Microsoft Graph API.

The Microsoft Graph Data Connector enables a user to dynamically populate documents with up-to-date information from your MS Azure Tenant, such as a user's name, job title, mobile phone, and office address.

 

Prerequisites

 
  • Admin access to Templafy tenant
  • Azure Active Directory 
  • Admin access to portal.azure.com>Azure Active Directory>Properties to obtain Azure tenant ID
  • Library module enabled
  • Data Connector module enabled


Important note

 
  • The following Azure AD user fields are not yet supported
    • businessPhones
    • imAddresses
    • proxyAddresses

 

How to set up Microsoft Graph as a Data Connector in Templafy?

 
  • All configurations are done from Templafy Admin Center, so there are no required configuration steps on Microsoft Graph's side
  1. In the Admin Center, access Integrations section
  2. Go in Available tab
  3. Find/Search for Microsoft Graph
  4. Click +
  5. Enter the required information
    • Display Name
    • Azure Tenant Id
  6. Click Save
    Data_Graph.png
  7. Navigate to the Installed tab
  8. Locate Microsoft Graphs and click on Connect
    mceclip1.png

  9. Finish the authentication steps in the pop-up window, where you will be asked to give permission and click Accept
 
  • Once the data connector has been set up, you can navigate to the Resources to add the relevant external data sources.

 

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