Table of contents
Connecting Microsoft 365
Microsoft 365 connects through a single tenant-level authorization with admin consent. One connection covers the whole tenant. There is no per-employee connection.
For an overview of how Microsoft 365 activity appears in WorkSights, see Microsoft 365 Integration Overview.
Connecting Microsoft 365
Step 1: Start the Connection
Go to Services in the top navigation, find Microsoft 365, and click Connect. The connecting user must be a Microsoft 365 tenant admin. Non-admin attempts fail with a clear error.
Step 2: Grant Admin Consent
Microsoft shows the admin consent screen for the requested read-only permissions. Granting consent authorizes the whole tenant. WorkSights receives directory metadata for user import, calendar and email metadata, Teams call records, and audit log access for files, chat, and logins. Message bodies and file contents are never accessible.
Step 3: Complete the Provisioning Wizard
After consent, you land in the provisioning wizard. Choose which features to enable, map the imported directory users, assign roles, and assign managers. Directory users are imported automatically, with guest accounts filtered out.
What Happens Next
On connect, WorkSights imports up to 29 days of calendar, sent email, and call history, so timelines are populated from day one. File, chat, and login history cannot be backfilled. Microsoft’s audit API only reaches back about 7 days, and these signals accumulate from connection forward.
Ongoing email, calendar, and call activity appears within roughly 20 minutes. File, chat, and login activity arrives through Microsoft’s audit pipeline and lags hours. These three signals also require audit logging to be active for your tenant; see Microsoft 365 Audit Log Activation.
The user directory stays current automatically. Feature settings and user mappings can be reviewed and updated at any time from the integration page.
WorkSights supports multiple tenants. To connect another, use the Add Additional option after the first connection is complete.