- OAuth (User-Delegated) - Authenticate as a specific user
- Service Principal (Application) - Authenticate as an application with organization-wide access
Supported Microsoft 365 Services
Authentication Method 1: OAuth (User-Delegated)
Description
OAuth authentication allows Noxus to perform actions on behalf of a specific user. The user grants permission through an interactive consent screen, and Noxus can then access resources that user has access to.When to Use
Use OAuth When
- Actions should appear as coming from a specific user
- Access should be limited to what the user can see
- User accountability is required for audit trails
- You only need access to one user’s data
Characteristics
- Permission Type: Delegated (user context)
- User Interaction: Required during setup
- Access Scope: Limited to user’s accessible resources
- Token Management: Automatic refresh
- Best For: User-specific workflows, personal automation
Authentication Flow
Setup Process
1
Navigate to Integrations
Go to Integrations in your Noxus workspace
2
Find Microsoft Service
Select the Microsoft service you want to connect (Outlook, Teams, OneDrive, or SharePoint)
3
Click Connect
Click the Connect button for OAuth authentication
4
Sign In
Sign in with your Microsoft account when prompted
5
Approve Permissions
Review and approve the requested permissions
6
Complete
Connection is now active and ready to use
Authentication Method 2: Service Principal (Application)
Description
Service Principal authentication uses an Azure application identity with administrator-approved permissions. This enables organization-wide access without requiring individual user consent for each operation.When to Use
Use Service Principal When
- Running background automation without user involvement
- Need fine-grained control of which permissions/entities can be accessed
- Access to resources across multiple users
- Organization-wide operations
- Scheduled tasks and system integrations
Characteristics
- Permission Type: Application (organization context)
- User Interaction: None required after setup
- Access Scope: Organization-wide (based on granted permissions)
- Token Management: Automatic
- Best For: Background automation, cross-user operations
Authentication Flow
Azure Setup Requirements
Step 1: Register an Application
1
Open Azure Portal
Go to Azure Portal
2
Navigate to App Registrations
Go to Microsoft Entra ID → App registrations
3
Create New Registration
Click New registration
4
Configure Application
- Enter a name for the application
- Select “Accounts in this organizational directory only”
- Click Register
Step 2: Configure API Permissions
Add the following permissions based on the services you need:- Microsoft Graph
- Dynamics 365
For Outlook, Teams, OneDrive, SharePoint:
Step 3: Grant Admin Consent
1
Open API Permissions
In your app registration, go to API permissions
2
Grant Consent
Click Grant admin consent for [Your Organization]
3
Confirm
Confirm the action
Step 4: Create Client Secret
1
Navigate to Secrets
Go to Certificates & secrets
2
Create New Secret
Click New client secret
3
Set Expiration
Set an expiration period (6 months, 12 months, or 24 months)
4
Copy Secret
Copy the secret value immediately (it won’t be shown again)
Step 5: Gather Required Information
You will need:Noxus Configuration
1
Navigate to Integrations
Go to Integrations in your Noxus workspace
2
Select Service Principal
Select the Service Principal version of your desired service
3
Enter Credentials
Enter your credentials:
- Tenant ID
- Client ID
- Client Secret
4
Additional Configuration
For each integration there may be additional configurations, such as granular permissions used, or resource limitations
5
Save
Click Save to complete the connection
Comparison: OAuth vs Service Principal
Feature Comparison
Decision Tree
Advanced: SharePoint Sites.Selected Permission
For use-cases requiring restricted access to specific SharePoint sites, Noxus supports theSites.Selected permission model.
- Sites.Read.All / Sites.ReadWrite.All
- Sites.Selected
Full Access Model
- Access to all SharePoint sites in the organization
- Simpler configuration
- Broader permissions
- No site-specific configuration needed
Configuration Options
Dynamics 365 Integrations
Dynamics 365 CRM and Field Service
Supported Operations:- Accounts, Contacts, Leads, Opportunities (CRM)
- Work Orders, Bookings, Resources (Field Service)
- Custom entities via Dataverse
Dynamics 365 Business Central
Supported Operations:- Customer management
- Sales invoice creation and posting
- Sales order management
- Item and inventory queries
- Payment tracking
Security Best Practices
- For OAuth
- For Service Principal
Protecting User-Delegated Access:
1
Regular Reviews
Regularly review connected applications in your Microsoft account
2
Remove Unused
Disconnect services you no longer use
3
Permission Awareness
Be cautious about the permissions you approve
4
Monitor Activity
Review activity logs for unexpected access
Troubleshooting
Connection Failed
Connection Failed
Possible Causes:
- Invalid credentials (Tenant ID, Client ID, or Client Secret)
- Client secret expired
- Missing API permissions
- Admin consent not granted
- Verify credentials are correct
- Generate a new client secret if expired
- Check API permissions in Azure Portal
- Ensure admin consent has been granted
Permission Denied Errors
Permission Denied Errors
Possible Causes:
- Missing required API permissions
- Admin consent revoked
- Resource access restrictions
- User doesn’t have access (OAuth)
- Review and add missing permissions in Azure
- Re-grant admin consent
- Check resource-level permissions
- Verify user has access to the resource
Token Refresh Failed
Token Refresh Failed
Possible Causes:
- Client secret expired
- App registration deleted
- Permissions changed
- User revoked consent (OAuth)
- Generate and update client secret
- Verify app registration still exists
- Review permission changes
- Re-authenticate with OAuth
Next Steps
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