Request for SharePoint Automation Setup Details (Azure, SharePoint access and permissions)

Help Forum
1

Hi all,

Could you please share the detailed steps for setting up SharePoint automation?
Additionally, kindly include the required access levels and permissions needed for the process.

Thank you for your support.

2

Integration Service - Microsoft OneDrive and SharePoint authentication

3

Hi @Harsha_Joshi
try to configure SharePoint with Azure AD app credentials, and grant API permissions like Sites.Read.All or Sites.ReadWrite.All depending on whether you need read or write access.

For More:
Granulate Permissions For SharePoint Online - News / Knowledge Base - UiPath Community Forum

If helpful, mark as solution. Happy automation with UiPath

4

Hi,

#1. install the required package i.e UiPath.MicrosoftOffice365.Activities
#2. Create an App Registration in Azure AD (Required for API Access)

  1. Go to Azure Portal → Azure Active Directory
  2. Select App Registrations
  3. Click New registration
  4. Enter:
  1. Click Register

#3 Generate Client Secret**

  1. In your registered app → Certificates & Secrets
  2. Add New Client Secret
  3. Copy the generated key (store it safely)

You will need:

  • Client ID
  • Client Secret
  • Tenant ID

#4: Assign API Permissions**

Go to:
Azure → App Registration → API Permissions

Click Add a permission → Select:

Microsoft Graph

Add:

  • Files.ReadWrite.All
  • Sites.ReadWrite.All
  • User.Read

SharePoint

Add:

  • AllSites.Read
  • AllSites.FullControl (only if needed)

Then:
Grant admin consent

#5: Create a Connection in UiPath Studio**

  1. Add Office 365 Scope activity
  2. Select Interactive Token / Application Token
  3. Enter:
  • Tenant
  • Client ID
  • Client Secret
  1. For SharePoint:
  • Add SharePoint URL

Example:

https://companyname.sharepoint.com/sites/Finance

Once connected → You can use the SharePoint activities.

5

I’m getting error : The caller doesn’t have permission to perform the action.

6

I’m getting error : The caller doesn’t have permission to perform the action.

7

Hi @Harsha_Joshi

This issue comes because the Azure app is not fully trusted by SharePoint so plz Approve the permissions in SharePoint Admin Center → API Access and also grant site-level access using _layouts/15/appinv.aspx with FullControl

After approving both caller doesn’t get permission error

Hope it will resolve your issue

Cheers

8

Thanks for help
it’s working now

1 Like
9

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