Outlook Mail (Office 365) Connector for SSRS

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.

In this article you will learn how to quickly and efficiently integrate Outlook Mail (Office 365) data in SSRS without coding. We will use high-performance Outlook Mail (Office 365) Connector to easily connect to Outlook Mail (Office 365) and then access the data inside SSRS.

Let's follow the steps below to see how we can accomplish that!

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

This video covers the following topics and more, so please watch carefully. After watching the video, follow the steps outlined in this article:

  • How to download and install the required PowerPack for Outlook Mail (Office 365) integration in SSRS
  • How to configure the connection for Outlook Mail (Office 365)
  • Features of the ZappySys API Driver (Authentication / Query Language / Examples / Driver UI)
  • How to use the Outlook Mail (Office 365) in SSRS

Create Data Source in ZappySys Data Gateway based on API Driver

  1. Download and install ODBC PowerPack.

  2. Search for gateway in start menu and Open ZappySys Data Gateway:
    Open ZappySys Data Gateway

  3. Go to Users Tab to add our first Gateway user. Click Add; we will give it a name tdsuser and enter password you like to give. Check Admin option and click OK to save. We will use these details later when we create linked server:
    ZappySys Data Gateway - Add User

  4. Now we are ready to add a data source. Click Add, give data source a name (Copy this name somewhere, we will need it later) and then select Native - ZappySys API Driver. Finally, click OK. And it will create the Data Set for it and open the ZS driver UI.

    OutlookMailOffice365DSN

    ZappySys Data Gateway - Add Data Source

  5. 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:

    OutlookMailOffice365DSN
    Outlook Mail (Office 365)
    ODBC DSN Template Selection
  6. 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.

    Use delegated access (User Credentials) whenever you want to let a signed-in user work with their own resources or resources they can access. Whether it's an admin setting up policies for their entire organization or a user deleting an email in their inbox, all scenarios involving user actions should use delegated access. [API reference]

    Steps how to get and use Outlook Mail (Office 365) credentials

    Follow these simple steps below to create Microsoft Entra ID application with delegated access:

    WARNING: If you are planning to automate processes, we recommend that you use a Application Credentials authentication method. In case, you still need to use User Credentials, then make sure you use a system/generic account (e.g. automation@my-company.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 start to fail.
    1. Navigate to the Azure Portal and log in using your credentials.
    2. Access Microsoft Entra ID.
    3. Register a new application by going to App registrations and clicking on New registration button: Start new app registration in Microsoft Entra ID
      INFO: Find more information on how to register an application in Graph API reference.
    4. When configuration window opens, configure these fields:
      • Supported account type
        • Use Accounts in this organizational directory only, if you need access to data in your organization only.
      • Redirect URI:
        • Set the type to Public client/native (mobile & desktop).
        • Use https://zappysys.com/oauth as the URL.
      Register app in Microsoft Entra ID
    5. After registering the app, copy the Application (client) ID for later: Copy client ID of Microsoft Entra ID app
    6. Then copy OAuth authorization endpoint (v2) & OAuth token endpoint (v2) URLs to use later in the configuration: Copy Auth and Token URLs in Microsoft Entra ID app
    7. Now go to SSIS package or ODBC data source and use the copied values in User Credentials authentication configuration:
      • In the Authorization URL field paste the OAuth authorization endpoint (v2) URL value you copied in the previous step.
      • In the Token URL field paste the OAuth token endpoint (v2) URL value you copied in the previous step.
      • In the Client ID field paste the Application (client) ID value you copied in the previous step.
      • In the Scope field use the default value or select individual scopes, e.g.:
        • email
        • offline_access
        • 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
    8. Press Generate Token button to generate Access and Refresh Tokens.
    9. Optional step. Choose Default User Id from the drop down menu (if someone shared a mailbox with you).
    10. Click Test Connection to confirm the connection is working.
    11. Done! Now you are ready to use the API Connector!

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

    OutlookMailOffice365DSN
    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...
    Return URL Fill-in the parameter...
    Optional Parameters
    Client Secret
    Refresh Token File Path
    Login Prompt Option
    Default User Id (Select after clicking **Generate Token**) me
    RetryMode RetryWhenStatusCodeMatch
    RetryStatusCodeList 429|503
    RetryCountMax 5
    RetryMultiplyWaitTime True
    ODBC DSN Oauth Connection Configuration

    Application-only access is broader and more powerful than delegated access (User Credentials), so you should only use app-only access where needed. Use it when: 1. The application needs to run in an automated way, without user input (for example, a daily script that checks emails from certain contacts and sends automated responses). 2. The application needs to access resources belonging to multiple different users (for example, a backup or data loss prevention app might need to retrieve messages from many different chat channels, each with different participants). 3. You find yourself tempted to store credentials locally and allow the app to sign in 'as' the user or admin. [API reference]

    Steps how to get and use Outlook Mail (Office 365) credentials

    Follow these simple steps below to create Microsoft Entra ID application with application access permissions.

    1. Navigate to the Azure Portal and log in using your credentials.
    2. Access Microsoft Entra ID.
    3. Register a new application by going to App registrations and clicking on New registration button: Start new app registration in Microsoft Entra ID
      INFO: Find more information on how to register an application in Graph API reference.
    4. When configuration window opens, configure these fields:
      • Supported account type
        • e.g. select Accounts in this organizational directory only if you need access to data in your organization only.
      • Redirect URI:
        • Set the type to Public client/native (mobile & desktop).
        • Leave the URL field empty.
      Register app in Microsoft Entra ID
    5. After registering the app, copy the Application (client) ID for later: Copy client ID of Microsoft Entra ID app
    6. Then copy OAuth authorization endpoint (v2) & OAuth token endpoint (v2) URLs: Copy Auth and Token URLs in Microsoft Entra ID app
    7. Continue and create Client secret: Add Client secret for Microsoft Entra ID app
    8. Then copy the Client secret for later steps: Copy Client secret
    9. Continue by adding permissions for the app by going to the API permissions section, and clicking on Add a permission: Start adding permissions to Microsoft Entra ID app
    10. Select Microsoft Graph: Select Graph API permissions for Microsoft Entra ID app
    11. Then choose Application permissions option: Select app permissions for Microsoft Entra ID app
    12. Continue by adding these Mail (Outlook) permissions: Select Outlook Mail application scopes
    13. Finish by clicking Add permissions button: Add permissions to Microsoft Entra ID app
    14. Now it's time to Grant admin consent for your application: Grant admin consent for Microsoft Entra ID app
    15. Confirm all the permissions are granted: Admin consent granted successfully in Entra ID
    16. Now go to SSIS package or ODBC data source and use the copied values in Application Credentials authentication configuration:
      • In the Token URL field paste the OAuth token endpoint (v2) URL value you copied in the previous step.
      • In the Client ID field paste the Application (client) ID value you copied in the previous step.
      • In the Client Secret field paste the Client secret value you copied in the previous step.
      • Choose Default User Id from the drop down menu.
    17. Click Test Connection to confirm the connection is working.
    18. That's it! Now you can use the API Connector!

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

    OutlookMailOffice365DSN
    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...
    Default User Id Fill-in the parameter...
    Optional Parameters
    RetryMode RetryWhenStatusCodeMatch
    RetryStatusCodeList 429|503
    RetryCountMax 5
    RetryMultiplyWaitTime True
    ODBC DSN Oauth Connection Configuration

  7. Once the data source connection has been configured, it's time to configure the SQL query. Select the Preview tab and then click Query Builder button to configure the SQL query:

    ZappySys API Driver - 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.
    OutlookMailOffice365DSN
    Open Query Builder in API ODBC Driver to read and write data to REST API
  8. Start by selecting the Table or Endpoint you are interested in and then configure the parameters. This will generate a query that we will use in SSRS to retrieve data from Outlook Mail (Office 365). Hit OK button to use this query in the next step.

    SELECT * FROM MyMessages
    Configure table/endpoint parameters in ODBC data source based on API Driver
    Some parameters configured in this window will be passed to the Outlook Mail (Office 365) API, e.g. filtering parameters. It means that filtering will be done on the server side (instead of the client side), enabling you to get only the meaningful data much faster.
  9. Now hit Preview Data button to preview the data using the generated SQL query. If you are satisfied with the result, use this query in SSRS:

    ZappySys API Driver - 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.
    OutlookMailOffice365DSN
    SELECT * FROM MyMessages
    API ODBC Driver-based data source data preview
    You can also access data quickly from the tables dropdown by selecting <Select table>.
    A WHERE clause, LIMIT keyword will be performed on the client side, meaning that the whole result set will be retrieved from the Outlook Mail (Office 365) API first, and only then the filtering will be applied to the data. If possible, it is recommended to use parameters in Query Builder to filter the data on the server side (in Outlook Mail (Office 365) servers).
  10. Click OK to finish creating the data source.

Read data in SSRS from ZappySys Data Gateway

  1. Open Visual Studio and create a new SSRS project
  2. Then add a new Shared Data Source (you can create a non-shared data source inside report too):

    Adding a Data Source in SSRS project
  3. Continue with creating the Shared Data Source. Select Microsoft SQL Server as Type and hit Build button to proceed further:

    Configuring a Data Source to access API data in SSRS project
  4. Once a window opens, configure it similarly. Configure "OutlookMailOffice365DSN" as database name. Finally, hit Test Connection and OK:

    OutlookMailOffice365DSN
    Configuring thoroughly a Data Source to access API data in SSRS project
  5. Another window opens, and it should look similarly to this one below which ends the creation of a Data Source:

    DataSource=localhost,5000;Initial Catalog=OutlookMailOffice365DSN
    How Data Source in SSRS project looks like
  6. Now it's time to create a Dataset. If you don't have a report created, in one of the wizard's steps it will look like this:

    SELECT * FROM MyMessages
    Specifying a query in SSRS Dataset to access API data #1
  7. Finally, once you complete the report, similar results will show up:

    ZappySys Data Gateway API data source results

Passing Parameters to SSRS Report / Filter data

If you want to parameterize your report, then refer to this article

Actions supported by Outlook Mail (Office 365) Connector

Learn how to perform common Outlook Mail (Office 365) actions directly in SSRS with these how-to guides:

Conclusion

In this article we showed you how to connect to Outlook Mail (Office 365) in SSRS and integrate data without any coding, saving you time and effort. It's worth noting that ZappySys API Driver allows you to connect not only to Outlook Mail (Office 365), but to any Java application that supports JDBC (just use a different JDBC driver and configure it appropriately).

We encourage you to download Outlook Mail (Office 365) Connector for SSRS and see how easy it is to use it for yourself or your team.

If you have any questions, feel free to contact ZappySys support team. You can also open a live chat immediately by clicking on the chat icon below.

Download Outlook Mail (Office 365) Connector for SSRS Documentation

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