Configuring Microsoft Integrations with the Microsoft Graph API Permission Set

The Microsoft Graph API permission set allows admins to easily configure Microsoft integrations with Veeva CRM. Apply the permission set to grant permissions for end user profiles.

The following permissions may overlap with configuration instructions outlined in other areas of the CRM help documentation. Additional configuration is needed to enable Microsoft integrations with Veeva CRM. To enable individual features, see the relevant feature documentation. For example:

Ensure users have access to the VeevaUserPermissions Apex Class.

The permission set may be updated to include permissions for new features. New feature deployment involves change management and training. For that reason, we recommend cloning the Veeva-delivered permission set and enabling the features that you want to use.

Object Permissions

The following object permissions are included in the MS_GRAPH_API_USER_vod permission set:

Object 

Permission Level

Call2_vod

CRUD

External_Calendar_vod

CRUD

External_Calendar_Event_vod

CRUD

Remote_Meeting_vod

CRUD

Sent_Message_vod

CRU

User

RU

User_Detail_vod

CRU

Record Types

The following record types are enabled by the MS_GRAPH_API_USER_vod permission set:

Object

Record Type

External_Calendar_vod

Microsoft_Outlook_vod

External_Calendar_Event_vod

Microsoft_Outlook_vod

Remote_Meeting_vod

MS_Teams_Call_Meeting_vod

Sent_Message_vod

Remote_Meeting_Invite_Link_vod

Apex Classes

The following Apex class assignments are delivered by the MS_GRAPH_API_USER_vod permission set:

  • VeevaSettingsService
  • VeevaOrgConfigurationService

Field Permissions

The following field permissions are included in the MS_GRAPH_API_USER_vod permission set:

Object

Field

Permission Level

Call2_vod

Call_Datetime_vod

Edit

Call2_vod

Duration_vod

Edit

Call2_vod

MS_Teams_Remote_Meeting_vod

Edit

Call2_vod

Remote_Meeting_Type_vod

Edit

External_Calendar_vod

Allowed_Online_Meeting_Providers_vod

Edit

External_Calendar_vod

Can_Edit_vod

Edit

External_Calendar_vod

Can_Share_vod

Edit

External_Calendar_vod

Can_View_Private_Items_vod

Edit

External_Calendar_vod

Change_Key_vod

Edit

External_Calendar_vod

Color_vod

Edit

External_Calendar_vod

Default_Online_Meeting_Provider_vod

Edit

External_Calendar_vod

External_Calendar_ID_vod

Edit

External_Calendar_vod

Hex_Color_vod

Edit

External_Calendar_vod

Is_Default_Calendar_vod

Edit

External_Calendar_vod

Is_Removable_vod

Edit

External_Calendar_vod

Is_Tallying_Responses_vod

Edit

External_Calendar_vod

Owner_Name_and_Address_vod

Edit

External_Calendar_vod

Title_vod

Edit

External_Calendar_Event_vod

Allow_New_Time_Proposals_vod

Edit

External_Calendar_Event_vod

Attendees_vod

Edit

External_Calendar_Event_vod

Body_Content_Type_vod

Edit

External_Calendar_Event_vod

Body_Preview_vod

Edit

External_Calendar_Event_vod

Categories_vod

Edit

External_Calendar_Event_vod

Change_Key_vod

Edit

External_Calendar_Event_vod

Description_vod

Edit

External_Calendar_Event_vod

End_Datetime_vod

Edit

External_Calendar_Event_vod

End_TimeZone_vod

Edit

External_Calendar_Event_vod

Event_Created_Datetime_vod

Edit

External_Calendar_Event_vod

Event_Last_Modified_Datetime_vod

Edit

External_Calendar_Event_vod

External_Calendar_Event_ID_vod

Edit

External_Calendar_Event_vod

Has_Attachments_vod

Edit

External_Calendar_Event_vod

Hide_Attendees_vod

Edit

External_Calendar_Event_vod

iCalUID_vod

Edit

External_Calendar_Event_vod

Importance_vod

Edit

External_Calendar_Event_vod

Is_All_Day_vod

Edit

External_Calendar_Event_vod

Is_Cancelled_vod

Edit

External_Calendar_Event_vod

Is_Draft_vod

Edit

External_Calendar_Event_vod

Is_MS_Teams_Meeting_vod

Edit

External_Calendar_Event_vod

Is_Organizer_vod

Edit

External_Calendar_Event_vod

Is_Reminder_On_vod

Edit

External_Calendar_Event_vod

Locations_vod

Edit

External_Calendar_Event_vod

MS_Teams_Join_URL_vod

Edit

External_Calendar_Event_vod

Online_Meeting_Provider_vod

Edit

External_Calendar_Event_vod

Organizer_Name_and_Email_Address_vod

Edit

External_Calendar_Event_vod

Original_End_TimeZone_vod

Edit

External_Calendar_Event_vod

Original_Start_TimeZone_vod

Edit

External_Calendar_Event_vod

Recurrence_vod

Edit

External_Calendar_Event_vod

Reminder_Minutes_Before_Start_vod

Edit

External_Calendar_Event_vod

Response_Requested_vod

Edit

External_Calendar_Event_vod

Sensitivity_vod

Edit

External_Calendar_Event_vod

Series_Master_ID_vod

Edit

External_Calendar_Event_vod

Show_As_vod

Edit

External_Calendar_Event_vod

Start_Datetime_vod

Edit

External_Calendar_Event_vod

Start_TimeZone_vod

Edit

External_Calendar_Event_vod

Title_vod

Edit

External_Calendar_Event_vod

Transaction_ID_vod

Edit

External_Calendar_Event_vod

Type_vod

Edit

External_Calendar_Event_vod

Web_Link_vod

Edit

Remote_Meeting_vod

Meeting_Id_vod

Edit

Remote_Meeting_vod

Meeting_Name_vod

Edit

Remote_Meeting_vod

Meeting_Password_vod

Edit

Remote_Meeting_vod

Mobile_ID_vod

Edit

Remote_Meeting_vod

MS_Teams_Meeting_External_Id_vod

Edit

Remote_Meeting_vod

MS_Teams_Meeting_Link_vod

Edit

Remote_Meeting_vod

Scheduled_vod

Edit

Remote_Meeting_vod

Scheduled_DateTime_vod

Edit

Remote_Meeting_vod

VExternal_Id_vod

Edit

Sent_Message_vod

Call_vod

Edit

Sent_Message_vod

Capture_Datetime_vod

Edit

Sent_Message_vod

Mobile_Id_vod

Edit

Sent_Message_vod

Sent_From_Platform_vod

Edit

Sent_Message_vod

Sent_Via_vod

Edit

Sent_Message_vod

Transaction_Type_vod

Edit

Sent_Message_vod

User_vod

Edit

User

Enable_MS_Outlook_Calendar_vod

Read

User

Enable_MS_Teams_vod

Read

User

MS_Graph_API_Authorized_vod

Edit

User

MS_Outlook_Last_Pull_Activity_vod

Edit

User

MS_Outlook_Last_Push_Activity_vod

Edit

User_Detail_vod

Remote_Meeting_Name_vod

Edit