If your organization possesses files stored in a SharePoint site, you might want your agents to leverage their content to answer users' queries. This can be done by creating an Azure application for SharePoint credential credentialsthat will give access to your SharePoint tenant via an Azure application. These credentials can then be used to access a specific SharePoint site via a Microsoft SharePoint content data source.
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Note that connecting to your SharePoint can also be done via a SharePoint credentialcredentials, which uses use the standard credentials (username and password) of your SharePoint tenant. |
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Do not forget to copy the Application ID (Client ID), Directory ID (Tenant ID), and Client Secret, as these credentials will be used to create the Azure application for SharePoint credential credentials. |
Granting read permissions to the application
Ask an Azure Admin to explicitly grant read permissions on the SharePoint site specific to the application you just created.
Adding
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Azure application for SharePoint
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credentials
Below are the steps to create a new Azure application for SharePoint credential credentials:
Go to Models & credentials Admin > Credentials.
Click Add credential credentials to create a new credentialcredentials;
Select the Azure application for SharePoint credential typecard;
Name your credential, e.g. SharePoint Azure application Jean;
Select who to share the credentials with. This will determine who can use your credentials in the data sources. If you want to keep these credentials private, select Only me. If you want to share them with other builders, select Builders.
Provide the Tenant URL of your SharePoint, for example,
https://company.sharepoint.com.Provide the Tenant ID of the application.
Provide the Client ID of the application.
Provide the Client secret associated with the given Client ID.
Click Create Add credentials on the top right of the page to finalize the creation.
The new credential is credentials are now available in the Credentials list. You can now use it them when creating a new Microsoft SharePoint content data source.
What’s next?
Learn how to create a Microsoft SharePoint content data source that uses your credentials by reading this page: Microsoft SharePoint content.