How does authentication with Microsoft 365 work?

Workflows and AI skills

For automation block in workflows & automations and Sidekick AI skills, authentication is via the Workflow credentials mechanism built into monday.com.

All other features

For all other aspects of the app — Views/Embeds and legacy automations (currently those using automation templates) — authentication with Microsoft 365 is described in the following pages:

• Requesting permission to access Microsoft 365
• Revoking access to Microsoft 365
• Requesting access to a folder or file
• Which OAuth permissions are required for the app?
• Microsoft 365 permissions & admin consent explanation