Microsoft 365

Connect OneDrive, SharePoint, Outlook Mail and Outlook Calendar to Kasimir and use them in chat, assistants, workflows and the knowledge base.

With the Microsoft 365 connection, Kasimir works directly inside the Microsoft systems you use every day. Instead of downloading files and pasting them into the chat, the assistant can search your OneDrive, read SharePoint documents, go through your Outlook mail and create events in your calendar — always on your behalf and only with your explicit approval. Microsoft 365 is not a single integration but is deliberately split into four independent building blocks: OneDrive, SharePoint, Outlook Mail and Outlook Calendar. That way you grant only the permissions you actually need.

The four building blocks at a glance

Each building block is its own connection with its own permissions. You can connect just OneDrive, just the calendar, or any combination. Behind the scenes all four share the same Microsoft app, so you sign in once per building block.

Connecting an account

You connect Microsoft 365 in your settings. No technical configuration is required — a single click and the Microsoft sign-in are enough.

1. Open your settings in the top right and switch to the Connections tab (or go straight to the Integrations page).

2. Click the tile of the building block you want, e.g. OneDrive or Outlook Mail. A detail dialog opens with a Connections section.

3. Click + Add connection. You are redirected to Microsoft.

4. Pick your Microsoft account and approve the requested permissions.

5. You are automatically returned to Kasimir, see a green confirmation and your account listed under Connections.

Personal vs. company-wide connections

When connecting there are two scopes:

• Personal (default): the connection belongs to you alone. Only you use it in your chats. Everyone connects their own account.

• Company-wide: a central connection that can be used across the whole company. Only owners and administrators can create this scope.

The normal connection dialog always creates a personal connection. Administrators manage company-wide connections in the administration area (see below).

Using Microsoft 365 in chat

Integrations are opt-in per chat — for privacy reasons nothing is active automatically. You decide in each chat whether the assistant may access your Microsoft data.

1. In the composer, click Sources (cloud icon).

2. Your connected building blocks appear in the list with a toggle. Turn on the ones you want, e.g. Outlook Mail and Outlook Calendar.

3. Building blocks you haven't connected yet show Connect instead of a toggle and take you straight to setup.

4. A small counter on Sources shows how many sources are active for this chat.

After that, just phrase your request in natural language. The assistant calls the right action itself when appropriate. Examples:

• "Find my latest quote calculation in OneDrive and summarize the terms."

• "Is there a travel expense policy document in SharePoint? What are the key points?"

• "What meetings do I have next week? Book a 'Project review' slot with anna@company.com on Thursday at 2 pm."

• "Draft a reply to Mr. Meyer's last email — polite, with a proposed meeting time."

Shared mailboxes

For Outlook Mail, the assistant can also access shared mailboxes (e.g. info@company.com or accounting@company.com), provided your account has the corresponding permission in Microsoft 365. Just name the address, e.g. "search the accounting@company.com mailbox for open invoices." Sending "on behalf of" (send-as) also works with the appropriate permission.

OneDrive and SharePoint folders as a knowledge base

Beyond looking things up in chat, you can connect entire folders from OneDrive or SharePoint as a permanent company-wide knowledge base. The files are synced regularly and are then available in every chat to answer questions (RAG with source citations).

Administrators set this up under Administration → Knowledge sources:

1. Add source opens a wizard.

2. Choose the M365 connection, then OneDrive or SharePoint (for SharePoint, pick the site first).

3. Browse the folder tree to the desired folder and select it.

4. Give the source a name and save. Kasimir indexes the files and keeps them current.

Microsoft 365 in assistants and workflows

• Assistants: an assistant can be permanently linked to specific integrations. The matching Microsoft 365 actions are then automatically available in every chat with that assistant, without enabling them per chat.

• Workflows: multi-step workflows include Microsoft 365 action steps (e.g. upload a file to OneDrive, send an Outlook mail/draft, create a calendar event) as well as triggers that start workflows automatically:

  • New email / New email (search query) / New email in folder (Outlook Mail)

  • New calendar event / Calendar event updated (Outlook Calendar)

  • New file in OneDrive folder (OneDrive)

Administration (for administrators)

Owners and administrators control Microsoft 365 company-wide under Administration → Integrations:

• Enable or block building blocks: individual integrations can be disabled for the entire company. A blocked building block can no longer be connected by anyone.

• Company-wide connections: create and manage central connections that are available to all members.

Disconnecting

You can remove a connection at any time: open the building block's tile, click the menu next to the account and choose Disconnect. After that, Kasimir no longer has access to that Microsoft 365 system. For a company-wide knowledge source, content already indexed is removed separately via the knowledge-sources administration.

Privacy and security

• Access and refresh tokens are stored encrypted and renewed automatically in the background — you don't have to sign in repeatedly.

• Kasimir only accesses your data when you enable an integration in chat or an assistant/workflow runs it.

• Each building block has its own minimal permissions (least privilege). SharePoint stays read-only; write access exists only where needed.

• Personal connections are strictly bound to your account; other members cannot see them.

Frequently asked questions

I don't see SharePoint sites. Make sure you signed in with your work Microsoft account and have access to the sites. From chat, try "list my SharePoint sites."

The assistant can't find a file. Ask it to search or list the folder first ("search OneDrive for …"). The assistant must not guess file IDs — it has to take them from a search result.

An action reports "no write permission". Disconnect the affected building block and reconnect it so the current permissions are granted.