Outlook Mail (Office 365) Connector for Power BI In this article you will learn how to integrate Outlook Mail (Office 365) data in Power BI without coding in just a few clicks (live / bi-directional connection to Outlook Mail (Office 365)). Outlook Mail Connector (Office 365) can be used to integrate Office 365 Outlook Mail API in your App / BI Tools. You can download attachment, read / search Emails, Users, MailFolders, Send email and more.. Using Outlook Mail (Office 365) Connector you will be able to connect, read, and write data from within Power BI. Follow the steps below to see how we would accomplish that. Download Documentation The driver mentioned above is part of ODBC PowerPack which is a collection of high-performance Drivers for various API data source (i.e. REST API, JSON, XML, CSV, Amazon S3 and many more). Using familiar SQL query language you can make live connections and read/write data from API sources or JSON / XML / CSV Files inside SQL Server (T-SQL) or your favorite Reporting (i.e. Power BI, Tableau, Qlik, SSRS, MicroStrategy, Excel, MS Access), ETL Tools (i.e. Informatica, Talend, Pentaho, SSIS). You can also call our drivers from programming languages such as JAVA, C#, Python, PowerShell etc. If you are new to ODBC and ZappySys ODBC PowerPack then check the following links to get started. ODBC PowerPack - System Requirements and Installation Getting Started - Using ODBC PowerPack ODBC API Driver Help File

Connect to Outlook Mail (Office 365) in other apps Connect to Outlook Mail (Office 365) in SSIS Connect to Outlook Mail (Office 365) in SQL Server Connect to Outlook Mail (Office 365) in SSRS Connect to Outlook Mail (Office 365) in Informatica Connect to Outlook Mail (Office 365) in MS Access Connect to Outlook Mail (Office 365) in MS Excel Connect to Outlook Mail (Office 365) in SSAS Connect to Outlook Mail (Office 365) in C# Connect to Outlook Mail (Office 365) in Python Connect to Outlook Mail (Office 365) in JAVA Connect to Outlook Mail (Office 365) in Tableau Connect to Outlook Mail (Office 365) in SAP Crystal Reports Connect to Outlook Mail (Office 365) in Azure Data Factory (Pipeline) Connect to Outlook Mail (Office 365) in Azure Data Factory (SSIS) Connect to Outlook Mail (Office 365) in Talend Studio Connect to Outlook Mail (Office 365) in UiPath Connect to Outlook Mail (Office 365) in PowerShell Connect to Outlook Mail (Office 365) in ODBC

Video Tutorial - Integrate Outlook Mail (Office 365) data in Power BI

This video covers following and more so watch carefully. After watching this video follow the steps described in this article.

• How to download / install required driver for Outlook Mail (Office 365) integration in Power BI
• How to configure connection for Outlook Mail (Office 365)
• Features about API Driver (Authentication / Query Language / Examples / Driver UI)
• Using Outlook Mail (Office 365) Connection in Power BI

Create ODBC Data Source (DSN) based on ZappySys API Driver

Step-by-step instructions

To get data from Outlook Mail (Office 365) using Power BI we first need to create a DSN (Data Source) which will access data from Outlook Mail (Office 365). We will later be able to read data using Power BI. Perform these steps:

1. Install ZappySys ODBC PowerPack.

2. Open ODBC Data Sources (x64):
   

3. Create a User Data Source (User DSN) based on ZappySys API Driver

   ZappySys API Driver

   
   You should create a System DSN (instead of a User DSN) if the client application is launched under a Windows System Account, e.g. as a Windows Service. If the client application is 32-bit (x86) running with a System DSN, use ODBC Data Sources (32-bit) instead of the 64-bit version.

4. When the Configuration window appears give your data source a name if you haven't done that already, then select "Outlook Mail (Office 365)" from the list of Popular Connectors. If "Outlook Mail (Office 365)" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:

   OutlookMail(Office365)DSN

   Outlook Mail (Office 365)

   

5. Now it's time to configure the Connection Manager. Select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases, the default one is the right one). More info is available in the Authentication section.

    User Credentials [OAuth]

   OAuth App must be created in Microsoft Azure AD. These settings typically found here https://docs.microsoft.com/en-us/graph/auth-register-app-v2. [API Help..]

   Steps to get Outlook Mail (Office 365) Credentials
   

   Firstly, login into Azure Portal and there create an OAuth application:

   1. Go to Azure Portal and login there.
   2. Then go to Azure Active Directory.
   3. On the left side click menu item App registrations
   4. Then proceed with clicking New registration.
   5. Enter a name for your application.
   6. Select the account types to support with the Supported account types option.
   7. In Redirect URI, select Web.
   8. In the textbox enter https://zappysys.com/oauth as the Redirect URI or another valid redirect URL.
   9. Use this same Redirect URI in the Redirect URL - Must Match App Redirect URL grid row.
   10. Copy Client ID and paste it into the API Connection Manager configuration grid in the Client ID row.
   11. Click on the Endpoints link and copy the OAuth 2.0 authorization endpoint (v2) URL to the Authorization URL grid row. Usually it looks similar to this:
       • https://login.microsoftonline.com/daed1250-xxxx-xxxx-xxxx-ef0a982d3d1e/oauth2/v2.0/authorize
   12. Copy the OAuth 2.0 token endpoint (v2) URL to the Token URL grid row. Usually it looks similar to this:
       • https://login.microsoftonline.com/daed1250-xxxx-xxxx-xxxx-ef0a982d3d1e/oauth2/v2.0/token
   13. Close "Endpoints" popup and create a Client Secret in the Certificates & secrets tab.
   14. Proceed by clicking New client secret and setting expiration period. Copy the client secret and paste it into configuration grid in Client Secret row.
   15. Now lets setup permissions for the app. Click on API Permissions and on the page click Plus Sign Add Permission
   16. Click on Microsoft Graph API and then choose Delegated Permissions
   17. on Permission list page search or choose permissions as needed. We need to enable following Permissions from 3 Sections (i.e. OpenId Permissions, Mail Permissions and Users Permissions).
   18. Make sure you have checked below permissions (If you do not need Write feature then you can skip Write scopes)

       offline_access
       email
       openid
       profile 
       Mail.Read
       Mail.Read.Shared
       Mail.ReadBasic
       Mail.ReadBasic.Shared
       Mail.ReadWrite
       Mail.ReadWrite.Shared
       Mail.Send
       Mail.Send.Shared
       User.Read
       User.ReadBasic.All
         

   19. Click Generate Token to generate tokens.
       NOTE: If you are planning to use your current data connection/token for automated processes, we recommend that you use a generic account for token generation when the login box appears (e.g. sales_automation@mycompany.com instead of bob_smith@mycompany.com). When you use a personal account which is tied to a specific employee profile and that employee leaves the company, the token may become invalid and any automated processes using that token will fail. Another potentially unwanted effect of using a personal token is incorrect logging; the API calls (e.g. Read, Edit, Delete, Upload) made with that token will record the specific user as performing the calls instead of an automated process.
   20. That's it!

   Fill in all required parameters and set optional parameters if needed:

   OutlookMail(Office365)DSN

   Outlook Mail (Office 365)

   User Credentials [OAuth]

   https://graph.microsoft.com/v1.0

   Required Parameters
   Authorization URL	Fill in the parameter...
   Token URL	Fill in the parameter...
   Client ID	Fill in the parameter...
   Scope	Fill in the parameter...
   Optional Parameters
   Client Secret	Fill in the parameter...
   Refresh Token File Path	Fill in the parameter...
   ReturnUrl - Must Match App Redirect URL	Fill in the parameter...
   RetryMode	Fill in the parameter...
   RetryStatusCodeList	Fill in the parameter...
   RetryCountMax	Fill in the parameter...
   RetryMultiplyWaitTime	Fill in the parameter...
   Login Prompt Option	Fill in the parameter...

   

    Application Credentials [OAuth]

   OAuth App must be created in Microsoft Azure AD. These settings typically found here https://docs.microsoft.com/en-us/graph/auth-v2-service [API Help..]

   Please refer to below API Reference (External Site) link for Application Credentials [OAuth]

   https://docs.microsoft.com/en-us/graph/auth-v2-service

   Fill in all required parameters and set optional parameters if needed:

   OutlookMail(Office365)DSN

   Outlook Mail (Office 365)

   Application Credentials [OAuth]

   https://graph.microsoft.com/v1.0

   Required Parameters
   Token URL	Fill in the parameter...
   Client ID	Fill in the parameter...
   Client Secret	Fill in the parameter...
   Scope	Fill in the parameter...
   Optional Parameters
   RetryMode	Fill in the parameter...
   RetryStatusCodeList	Fill in the parameter...
   RetryCountMax	Fill in the parameter...
   RetryMultiplyWaitTime	Fill in the parameter...

   

6. Once the data source has been configured, you can preview data. Select the Preview tab and use settings similar to the following to preview data:
   

7. Click OK to finish creating the data source.

Video instructions

Read Outlook Mail (Office 365) data in Power BI using ODBC

1. Once you open Power BI Desktop click Get Data to get data from ODBC:
   

2. A window opens, and then search for "odbc" to get data from ODBC data source:
   

3. Another window opens and asks to select a Data Source we already created. Choose OutlookMail(Office365)DSN and continue:

   OutlookMail(Office365)DSN

   

4. Most likely, you will be asked to authenticate to a newly created DSN. Just select Windows authentication option together with Use my current credentials option:

   OutlookMail(Office365)DSN

   

5. Finally, you will be asked to select a table or view to get data from. Select one and load the data!
   

6. Finally, finally, use extracted data from Outlook Mail (Office 365) in a Power BI report:
   

Import Outlook Mail (Office 365) data into Power BI from SQL Query

If you wish to import Outlook Mail (Office 365) data from SQL query rather than selecting table name then you can use advanced options during import steps (as below). After selecting DSN you can click on advanced options to see SQL Query editor.

Import Outlook Mail (Office 365) data into Power BI using SQL Query (ODBC Data source)

Edit Query / Using Parameters in Power BI (Dynamic Query)

let
    vKey=paraAPIKey,
    Source = Odbc.Query(
    "dsn=ZS-OData Customers", 
    "SELECT * FROM value WITH (SRC='http://httpbin.org/post'," 
    & "METHOD='POST'," 
    & "HEADER='Content-Type:application/json'," 
    & "BODY=@'{""CallerId"":1111, ""ApiKey"":""" & vKey & """}')")
in
Source

Edit Query Settings after Import

There will be a time you need to change initial Query after dataset import in Power BI. Not to worry, just follow these steps to edit your SQL.

Edit Power BI Data Source SQL after REST / SOAP Web Service Import

Working with Gateways in Power BI (Schedule Import)

1. In the last section, we Published the report. Power BI may ask you to SIGN IN.
   

   Sign in Power BI

2. Select the Workspace and select Datasets
   

   Go to workspace and dataset

3. Right-click the report and select Settings.
   

   Specify settings for the report

4. The system will ask for a Gateway. Stay here.
   

   Add Power BI Gateway

5. Use the following link to install a Data Gateway:

   https://docs.microsoft.com/en-us/power-bi/service-gateway-onprem

6. Run the installer and press Next
   

   Gateway installer

7. Select the option On-premises data gateway (recommended). This option allows access to multiple users and can be used by more applications than Power BI.
   

   Choose Power BI option

8. The installer will show a warning message.
   

   Warning message during installation

9. Select the path to install and check the I accept the terms.
   

   Accept terms

10. Specify the email address to use the gateway.
    

    Register email address

11. After entering the email, write the gateway name and a recovery key. Make sure to confirm the recovery key.
    

    Enter recovery key

Manage gateways and configure the schedule

1. The next step is to go to manage gateway
   

   Power BI - Manage Gateway Setting

2. In order to get the connection string, we will need the connection string of the ZappySys API Driver. In the first section of this post, we explained how to configure it. Press Copy Connection String
   

   Connection properties

3. Once that the data is copied, add a New data Source. In Data Source Name, enter the Data Source Name of the ZappySys API Driver in step 13 and in Data Source Type, select ODBC. In connection string copy and paste from the clipboard of the step 13 and press Add.
   

   ZappySys connection properties in Power BI

4. Once added the gateway. You can see the schedule refresh to On and Add another time to add the time where you want to refresh the data.
   

   Schedule gateway

Advanced topics

Create Custom Stored Procedure in ZappySys Driver

You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.

Steps to create Custom Stored Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

1. Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
   

2. Enter the desired Procedure name and click on OK:
   

3. Select the created Stored Procedure and write the your desired stored procedure and Save it and it will create the custom stored procedure in the ZappySys Driver:
   Here is an example stored procedure for ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here
   

   CREATE PROCEDURE [usp_get_orders]
       @fromdate = '<<yyyy-MM-dd,FUN_TODAY>>'
    AS
       SELECT * FROM Orders where OrderDate >= '<@fromdate>';
   

   
   

4. That's it now go to Preview Tab and Execute your Stored Procedure using Exec Command. In this example it will extract the orders from the date 1996-01-01:
   

   Exec usp_get_orders '1996-01-01';

   
   

5. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
   As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
   

   SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC usp_get_orders @fromdate=''1996-07-30''')

   
   

6. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
   

Create Custom Virtual Table in ZappySys Driver

ZappySys API Drivers support flexible Query language so you can override Default Properties you configured on Data Source such as URL, Body. This way you don't have to create multiple Data Sources if you like to read data from multiple EndPoints. However not every application support supplying custom SQL to driver so you can only select Table from list returned from driver.

If you're dealing with Microsoft Access and need to import data from an SQL query, it's important to note that Access doesn't allow direct import of SQL queries. Instead, you can create custom objects (Virtual Tables) to handle the import process.

Many applications like MS Access, Informatica Designer wont give you option to specify custom SQL when you import Objects. In such case Virtual Table is very useful. You can create many Virtual Tables on the same Data Source (e.g. If you have 50 URLs with slight variations you can create virtual tables with just URL as Parameter setting.

1. Go to Custom Objects Tab and Click on Add button and Select Add Table:
   

2. Enter the desired Table name and click on OK:
   

3. And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.

4. Select the created table, Select Text Type AS SQL and write the your desired SQL Query and Save it and it will create the custom table in the ZappySys Driver:
   Here is an example SQL query for ZappySys Driver. You can insert Placeholders also. Read more about placeholders here
   

   SELECT
     "ShipCountry",
     "OrderID",
     "CustomerID",
     "EmployeeID",
     "OrderDate",
     "RequiredDate",
     "ShippedDate",
     "ShipVia",
     "Freight",
     "ShipName",
     "ShipAddress",
     "ShipCity",
     "ShipRegion",
     "ShipPostalCode"
   FROM "Orders"
   Where "ShipCountry"='USA'

   
   

5. That's it now go to Preview Tab and Execute your custom virtual table query. In this example it will extract the orders for the USA Shipping Country only:
   

   SELECT * FROM "vt__usa_orders_only"

   
   

6. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
   As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
   

   SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC [usp_get_orders] ''1996-01-01''')

   
   

7. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
   

Actions supported by Outlook Mail (Office 365) Connector

Outlook Mail (Office 365) Connector Examples for Power BI Connection

This page offers a collection of SQL examples designed for seamless integration with the ZappySys API ODBC Driver under ODBC Data Source (36/64) or ZappySys Data Gateway, enhancing your ability to connect and interact with Prebuilt Connectors effectively.

SELECT * FROM MyMessages

select * from Users 
			--Where Id='049beb7f-03e0-4b0d-825d-73567b6786e9'

SELECT * FROM MyMessages
WHERE Id='AAXkADIwNzNhODMyLTZiMTQtNDhiMC02OWQzLTc5YTY5M2IyMjk0NABGAyAAAACbj2hVuNphT74wylrfU4ixBwAbUV6IxRnpQrqzrb2WfacdAAAAAAEMAAAbUV6IxRnpQrqzrb2WfacdAAAysBnxAAA='

SELECT * FROM get_messages
WITH (UserID='firstname.lastname@domainname.com')

SELECT * FROM get_messages
WITH (UserID='firstname.lastname@domainname.com', PageSize='5')

SELECT * FROM get_messages
WITH (
MailFolderID='INBOX' --or use mai folder id
)

SELECT * FROM get_messages
WITH (UserID='firstname.lastname@domainname.com', SearchCriteria='startsWith(Subject,''Announcements for'')')

SELECT * FROM get_messages
WITH (UserID='firstname.lastname@domainname.com', SearchCriteria='hasAttachments eq true')

SELECT * FROM get_messages
WITH (UserID='firstname.lastname@domainname.com', SearchCriteria='IsRead eq false')

SELECT * FROM MyMessages WITH (OrderBy='sentDateTime')

SELECT * FROM MyMessages WITH (OrderBy='sentDateTime desc')

SELECT * FROM MyMessages WITH (OrderBy='receivedDateTime')

SELECT * FROM MyMessages WITH (OrderBy='receivedDateTime desc')

SELECT * FROM MyMessages WITH (OrderBy='sender/emailAddress/name')

SELECT * FROM MyMessages WITH (OrderBy='sender/emailAddress/name desc')

SELECT * FROM MyMailFolders

SELECT * FROM MyMailFolders
WHERE (Id='AAMkADIwNzNhODMyLTZiMTQtNDhiMCz4OWQzLTc5YTY5M2IyMjk0NAYuAAAAAACbj2hVuNphT74wyYrfU4ixAQAbUV6IxRnpQrWzrb2WfacdAAAAAAEKAcA=')

SELECT * FROM get_message_attachments
WITH (MessageId='AAXkADIwNzNhODMyLTZiMTQtNDhiMC02OWQzLTc5YTY5M2IyMjk0NABGAyAAAACbj2hVuNphT74wylrfU4ixBwAbUV6IxRnpQrqzrb2WfacdAAAAAAEMAAAbUV6IxRnpQrqzrb2WfacdAAAysBnxAAA=')

SELECT * FROM get_message_attachment
WITH (MessageId='AAXkADIwNzNhODMyLTZiMTQtNDhiMC02OWQzLTc5YTY5M2IyMjk0NABGAyAAAACbj2hVuNphT74wylrfU4ixBwAbUV6IxRnpQrqzrb2WfacdAAAAAAEMAAAbUV6IxRnpQrqzrb2WfacdAAAysBnxAAA=',
AttachmentId='AAMkADIwNzNhODMyLTZiMTQtNDhiM704OWQzLTc5YTY5M2IyMjk0NABGAAqAAACbj2hVuNphT74wylrfU4ixBwAbUV6IxRnpQrqzrb2WfacdAABBAAEMAAAbUV6IxRnpQrqzrb2WfacdAAAysB9xAAABEgAQAK6dg4NuEa5Fmn_5Tp_D_XM=')

SELECT * FROM download_message_attachment
WITH (MessageId='AAMkADIwNz2hODMyLTZiMTQtNDhiMC04OWQzLTc5YTY5M2IyMjk0NABGZAAAAxCbj2hVuNphT74wylrfU4ixBwAbUV6IxRnpQ6qzrb2WfacdAAAAAAEMAAAbUb6IxRnpQrqzrb2WfacdAAAysBnxAAA=',
AttachmentId='AAMkADIwNzNhODMyLTZiMTQtNDhiMC04cWQzLTc5YTY5M2IyMjk0NABGAAAAAACbj2hVuNphTZ4wylrfU4ixBwAbUV6IxRnpQrqzrb2WfacdAAAAAAEMAA8bUV6IxRnpQrqzrb2WfacdAAAysBnxAAABEgAQAK6dg4NuEa5Fmn_5Tp_D_XM=',
TargetFilePath='C:\temp\photo.png'
)

SELECT *  FROM download_message_attachments
WITH(
	  SaveFolder='c:\download',	
	  OverwriteFile='True',
 	  MailFolderId='INBOX', --or use mailbox ID
	  UserId='me', --or use "user-id" or use "email"
	  --search mail with attachments, sent after 2023-03-01, subject contains string "invoice" and  from email is microsoft-noreply@microsoft.com
	  SearchCriteria='hasAttachments eq true and sentDateTime gt 2023-03-01 and contains(subject, ''invoice'') and from/emailAddress/address eq ''microsoft-noreply@microsoft.com''  ',
	  EmailBodyFormat='HTML' --or text
)

INSERT INTO MyMessages
(Subject, BodyContentType, BodyContent
, ToRecipients, CcRecipients, BccRecipients
, InternetMessageHeaders
, Attachments, Importance, IsDeliveryReceiptRequested, IsReadReceiptRequested
, SaveToSentItems)
VALUES
('Employee Reviews Scheduled', 'HTML', '<b>Hi All,</b> employee reviews have been scheduled. <span style="text-decoration: underline;">Please reflect this in your notes.</span>',
 '[{ "emailAddress": { "address": "john.doe@domain.com" }}, { "emailAddress": { "address": "jane.doe@domain.com" }}]',
 '[{ "emailAddress": { "address": "mary.dawson@domain.com" }}]',
 '[{ "emailAddress": { "address": "ryan.connor@domain.com" }}]',
 '[{ "name": "x-custom-header-group-name", "value": "Managers" }, { "name": "x-custom-header-group-id", "value":"MGR001" }]',
 '[
      {
        "@odata.type": "#microsoft.graph.fileAttachment",
        "name": "file1.txt",
        "contentType": "text/plain",
        "contentBytes": "<<c:\file1.txt,FUN_FILE_BASE64ENC>>"
      },
      {
        "@odata.type": "#microsoft.graph.fileAttachment",
        "name": "profile-picture.png",
        "contentType": "image/png",
        "contentBytes": "<<c:\profile-picture.png,FUN_FILE_BASE64ENC>>"
      }	  
  ]', 
 'normal', 'false', 'false', 'true')

SELECT * FROM generic_request
  WITH (
  URL='/users/049beb7f-03e0-4b0d-825d-73567b6786e9'
  , RequestMethod='GET'
  , Filter='$' --optional if you like to read from array inside document
  --Try commenting below line or define static metadata (speed up API calls by not requesting columns)
  , Meta='businessPhones:String(220); displayName:String(230); givenName:String(100); jobTitle:String(255); mail:String(310); mobilePhone:String(255); officeLocation:String(255); preferredLanguage:String(255); surname:String(140); userPrincipalName:String(500); id:String(360); '
  )

Conclusion

In this article we discussed how to connect to Outlook Mail (Office 365) in Power BI and integrate data without any coding. Click here to Download Outlook Mail (Office 365) Connector for Power BI and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).

Download Outlook Mail (Office 365) Connector for Power BI Documentation 

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FTP/SFTP CSV File

Build your own Custom API Connector

Download Outlook Mail (Office 365) Connector for Power BI Documentation

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