---
title: "Connecting Microsoft Exchange Online to the SysAid AI Agent Builder"
slug: "connecting-microsoft-exchange-online-to-the-sysaid-ai-agent-builder"
updated: 2025-12-17T08:48:47Z
published: 2025-12-17T08:48:47Z
canonical: "documentation.sysaid.com/connecting-microsoft-exchange-online-to-the-sysaid-ai-agent-builder"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.sysaid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connecting Microsoft Exchange Online to the SysAid AI Agent Builder

Follow these steps to set up and connect your SysAid AI Agent Builder with Microsoft tools using the **Microsoft Exchange Admin Connector** AI Connection.

### **Step 1: Open the Microsoft Exchange Admin Connector**

1. In your SysAid account, go to **Settings** > **SysAid** **AI Agents**> **AI Agents Builder**.
2. Search and select the **Microsoft Graph API** AI Connection in the list to the left.
3. You’ll see 3 fields to fill in: **Tenant ID**, **Client ID**, and **Client Secret**.

![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/connecting-microsoft-exchange-online-to-the-sysaid-ai-agent-builder-image-i0ga2njt.png)

We’ll walk you through finding these details and adding them to the AI Agent Builder to connect it to Microsoft.

Keep your SysAid account open in one tab and open a new tab to connect to your [Azure portal](https://portal.azure.com/).

### **Step 2: Add the Tenant ID**

1. Log in to [Azure](https://portal.azure.com/) and navigate to **Azure Services**.
2. Select **Microsoft Entra ID**.
3. In the **Overview** section, copy the **Tenant ID**.
4. Back in SysAid, paste the copied ID into the **Tenant ID** field within the AI Connection.

![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/connecting-microsoft-exchange-online-to-the-sysaid-ai-agent-builder-image-2xv537qd.png)

### **Step 3: Generate the Client ID**

1. In Azure, go to **Manage**>**App Registrations**.
2. Click **+ New Registration**.
3. Enter a name for your application, for example, "SysAid AI Agent Builder - Exchange Online".![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/connecting-microsoft-exchange-online-to-the-sysaid-ai-agent-builder-image-8xjfrok6.png)
4. Keep the default settings and click **Register**.
5. Scroll down to **API Permissions** and click **+ Add a permission**>**Microsoft Graph**>**Application permissions**.
6. Add the following permissions:
  - **Microsoft Graph** **Delegated**:**`User > User.Read`****Application**:******`User > User.Read.All`**
  - **Office 365 Exchange Online** **Delegated**:**`Exchange.Manage`****Application***:* `Exchange.ManageAsApp`**
7. Click **Add Permission**. ![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/connecting-microsoft-exchange-online-to-the-sysaid-ai-agent-builder-image-gke83lcz.png)
8. Select **Grant admin consent for SysAid** to finalize permissions.
9. Return to the **App Registration** section and select the newly created application.
10. Copy the **Application (Client) ID** from the Overview section.
11. Back in SysAid, paste this ID into the **Client ID** field.

#### **Step 4: Create a Secret Key**

1. In Azure, go to **Manage**>**App Registration** and select the newly created application.
2. Go to **Certificates & Secrets** under the Manage menu.
3. Click **+ New Client Secret**.
4. Add a description and select an expiration date for the secret.
5. Click **Add** to generate the key.
6. Copy the **Secret Value** (displayed only once).
7. Back in SysAid, paste the value into the "Client Secret" field. ![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/connecting-microsoft-exchange-online-to-the-sysaid-ai-agent-builder-image-pftlvma0.png)

#### **Step 5: Test the Connection**

Once the Tenant ID, Client ID, and Client secret are set:

1. Click on **Test**in the AI Agent Builder.
2. Wait for confirmation that the test was successful.

You are now ready to leverage the SysAid AI Builder’s capabilities to automate workflows and enhance productivity.

> [!NOTE]
> Please note:
> 
> If the test fails, please recheck the details and try again. If the issue persists, [contact support](https://helpdesk.sysaid.com/servicePortal/submitIncident).

# Next steps

You can now publish and use the prebuilt AI Agents or create your own AI Agent from scratch.

To view all available prebuilt AI Agents, see [Prebuilt AI Agents Overview](https://documentation.sysaid.com/docs/prebuilt-ai-agents-overview#entra-azure-ad-ai-agents).

## Related

- [Prebuilt AI Agents Overview](/prebuilt-ai-agents-overview.md)