Overview

The Microsoft 365 integration gives your team enterprise-wide access to Teams meeting transcripts, OneDrive and SharePoint files, and Microsoft To Do / Planner tasks - all from within Projan. Unlike individual Microsoft integrations that connect one user at a time, this uses an admin consent flow so your IT admin grants access once and every team member can pull context from their own meetings, documents, and tasks.

Prerequisites

• A Microsoft 365 Business or Enterprise subscription
• An account with Global Administrator or Application Administrator role in your Microsoft Entra ID (formerly Azure AD) tenant
• Projan team admin account

How It Works

When you connect Microsoft 365, Projan asks your organisation’s admin to grant consent for specific read-only permissions. Once approved, Projan can access data across your tenant on behalf of any team member - no individual sign-in required.

Step-by-Step Setup

Step 1: Start the Connection in Projan

1. In Projan, go to Settings > Integrations and find Microsoft 365.
2. Click Connect. This opens a Microsoft sign-in page in a new window.

Step 2: Sign In with Your Admin Account

1. Sign in with your Microsoft 365 admin account (the one with Global Administrator or Application Administrator permissions).
2. If you are already signed in to Microsoft, you may skip this step - just make sure the correct admin account is shown.

Step 3: Review and Grant Permissions

1. Microsoft will show a consent screen listing the permissions Projan is requesting. These are read-only and include:
   • Read calendars - to access meeting details and transcripts
   • Read files - to access OneDrive and SharePoint documents
   • Read tasks - to access Microsoft To Do and Planner tasks
2. Check the box for Consent on behalf of your organization.
3. Click Accept.

Step 4: Wait for the Redirect

1. After clicking Accept, Microsoft will redirect you back to Projan.
2. The Microsoft 365 integration should now show as Connected on your integrations page.
3. If something went wrong, you will see an error message - check the Troubleshooting section below.

Step 5: Verify the Connection

1. Go to any conversation in Projan and try adding a context source.
2. Select Microsoft 365 and choose a type (meeting, file, or task).
3. If data loads successfully, the integration is working.

What Gets Connected

Admin consent grants Projan access to data across your entire Microsoft 365 tenant. When a team member imports context, Projan accesses their specific data (their meetings, their files, their tasks) using their email address - not everyone’s data at once.

Security Notes

• Projan only requests read-only permissions. It cannot modify, delete, or send anything on behalf of your users.
• Admin consent can be revoked at any time from the Microsoft Entra admin centre under Enterprise applications.
• No passwords or tokens are stored from your users - Projan uses app-level credentials granted during admin consent.
• Data is accessed over encrypted connections and is not stored permanently - it is fetched on demand when a user imports context.

What You Can Import

Once connected, team members can import context from:

Type	Description
Meeting Transcript	Teams meeting recordings and transcripts
OneDrive / SharePoint File	Documents, spreadsheets, and other files from OneDrive or SharePoint
To Do / Planner Task	Tasks from Microsoft To Do or Planner

Revoking Access

If you need to disconnect the integration:

1. In Projan: Go to Settings > Integrations, find Microsoft 365, and click Disconnect.
2. In Microsoft: Go to the Microsoft Entra admin centre, navigate to Enterprise applications, find the Projan app, and delete it. This fully revokes all permissions.

Troubleshooting

Issue	Solution
”You need admin approval”	The account you signed in with does not have admin permissions. Ask your IT administrator to complete the setup.
”Consent could not be completed”	Try again in a private/incognito browser window. Cached sessions can sometimes interfere.
”No data found” after connecting	Ensure the correct admin account was used and that users have active Microsoft 365 licences.
Connection shows as “Error”	The admin consent may have been revoked in Entra. Disconnect in Projan and reconnect.
”Tenant not found”	Your organisation may not have a Microsoft 365 subscription. This integration requires a business or enterprise plan.