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Integrations · UK teams

Microsoft 365 AI integration

Scope a useful Microsoft 365 workflow around the tenant permissions and information your organisation can authorise.

Understand the service

What this means in practice

Microsoft 365 AI integration may involve mail, calendars, files or meeting information accessed through supported services such as Microsoft Graph. The first question is not which model to choose. It is which resources the workflow needs and whether the organisation can grant proportionate access to them.

Temrik can assess a defined Microsoft 365 use case with your administrator. The design should distinguish user-delegated access from application access, establish the information boundary and specify any human approval before writing or sending. Available APIs, licences and tenant policies determine what can actually be implemented.

A practical workflow example

Illustrative scenario · not a customer case study

A coordinator wants a daily brief of approved project messages and upcoming meetings. A proposed pilot uses a limited source set, links each summary to its original record and keeps draft follow-up actions for review. It does not require access to every mailbox or automatically invite external attendees.

Proposed engagement

How we would approach the work

01

Confirm the tenant boundary

Identify the administrator, intended users, resource owners and supported licences. Document the access model and required consent.

02

Choose the minimum scope

Map each feature to a specific permission and resource. Separate read access from editing, sending or sharing capabilities.

03

Verify lifecycle behaviour

Test permission removal, expired access, changed membership and unavailable sources. Document how the organisation can revoke the integration.

Deliverables to agree in the scope

  • A Microsoft 365 workflow and permission brief.
  • A proposed tenant configuration and review checklist.
  • A bounded pilot test plan covering access and write controls.

Access, sample information and reviewer availability affect the plan. Any implementation, provider costs, support arrangements and acceptance criteria are agreed before work begins.

Limits worth understanding

  • A Microsoft Graph permission does not by itself establish that every resource is accessible.
  • Temrik does not claim Microsoft partnership, endorsement or universal tenant compatibility.

Questions to bring to the first conversation

  • Which mailbox, site or calendar does the workflow need?
  • Who can approve the required consent?
  • Can the first pilot work without write permissions?

UK teams

Scope the work for your operating context.

For UK organisations, align the proposed Graph access with internal supplier and information-governance reviews. Include guest users, shared mailboxes and the process for removing access when a staff member changes role or leaves.

A starting reference for your review: ICO: AI and data protection guidance. Local obligations and deployment settings need to be assessed for the actual use case.

A focused next step

Work with Temrik.

Tell us about the workflow you want to improve and the outcome you need. We can review the context and discuss a focused assessment. Scope and price are agreed before paid work begins.