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How to connect to SharePoint sites and list with Microsoft Graph as an Application in Dialogue Studio

SharePoint list access using client credentials and Sites.Selected.

This guide explains how to use Microsoft Graph with application permissions (Sites.Selected) in Dialogue Studio to access SharePoint sites and lists. It allows for operations such as resolving site IDs, reading list items (GET), updating settings (PATCH), and creating new list items (POST).

Important:

Entra App Registration secrets expire and must be maintained in both the Entra app registration and the Dialogue Studio environment variables. Sites.Selected also does not grant automatic access to all SharePoint sites; the runtime app must be granted access to each target site or subsite.

Prerequisites

  • Create an Entra app registration that will be used by the Dialogue Studio flow.

  • Grant the correct Microsoft Graph application permissions and admin consent.

  • Grant site-specific access to the runtime app for every SharePoint site or subsite the flow needs to read or update.

  • Create a client secret and store the value in Dialogue Studio environment variables, along with the other required values detailed later in this article. Store them in the Dialogue Studio Environment Variables as Credentials for Security.

Recommended app model

1. Runtime app used by the Dialogue Studio flow

This is the app the AnywhereNow Dialogue Studio flow uses to request a token with the client credentials grant and then call Microsoft Graph.

  • Microsoft Graph application permission: Sites.Selected.

  • Used for: resolving site IDs, reading SharePoint list items, updating list items, and creating list items.

  • This app must be explicitly granted access to each required SharePoint site.

2. An admin app used to grant site permissions

The Sites.Selected app must first be enabled via an admin-level app. This is done once via a second app that is used to assign site permissions to the runtime app created above.

Use the same instructions above to create this Entra application with the elevated permissions required if you do not have one for this purpose already.

  • Microsoft Graph application permission: Sites.FullControl.All.

  • Used for: granting site-level permissions to the runtime app that only has Sites.Selected.

  • Not needed by the live flow itself, but required beforehand during setup.

See the below articles for more information on elevating an app for your chosen Sites hosting AnywhereNow UCC A Unified Contact Center, or UCC, is a queue of interactions (voice, email, IM, etc.) that are handled by Agents. Each UCC has its own settings, IVR menus and Agents. Agents can belong to one or several UCCs and can have multiple skills (competencies). A UCC can be visualized as a contact center “micro service”. Customers can utilize one UCC (e.g. a global helpdesk), a few UCC’s (e.g. for each department or regional office) or hundreds of UCC’s (e.g. for each bed at a hospital). They are interconnected and can all be managed from one central location.(s):

Environment variables required

Variable What it contains Notes
CUST_TENANT_ID Customer tenant ID / realm Copied from the customer tenant
SPO_GraphApp_ID Client ID of the runtime Entra app App has Graph application permission Sites.Selected
SPO_GraphApp_SECRET Client secret of the runtime Entra app Must be renewed before expiry and updated in Dialogue Studio

How the flow works

Important:

  • The token request in the flow is based on an Entra application with Sites.Selected permissions only.

  • Before the flow can use that runtime app successfully, site access must already have been granted, typically using an admin app with Sites.FullControl.All.

  • Update the placeholders, for example global.set names and stored keys functions, in the Dialogue Studio flow example to match your own tenant or customer naming convention.

  • If the target list is in a subsite, use the subsite ID rather than the parent site ID.

  • Some SharePoint filters may need the Prefer header value HonorNonIndexedQueriesWarningMayFailRandomly. This is explained in the function named Get from Test UCC site.

A. Get Graph token

The flow reads the tenant ID, client ID, and client secret from environment variables and posts to the Microsoft identity platform token endpoint using grant_type=client_credentials and the scope https://graph.microsoft.com/.default. The returned access token is stored in global context for later Graph requests.

B. Resolve the site ID for a specific site

The flow calls a Graph URL such as https://graph.microsoft.com/v1.0/sites/your-tenant.sharepoint.com:/sites/ucc-name-here and stores the returned ID. That value is later used in list operations.

C. Resolve the site ID for a specific subsite

If your list is stored below the main site, resolve the subsite path directly and store that returned ID instead. A parent site ID and a subsite ID are not interchangeable.

D. GET list items

For SharePoint lists, custom columns are returned under fields. A good production pattern is to use $expand=fields($select=...) so you only retrieve the columns you need.

E. PATCH an existing list item

The flow first identifies the item to update, extracts the item ID, and then uses PATCH.

F. POST a new item

New SharePoint list items are created by POST and sending a payload with a fields object to the list items endpoint.

Permissions summary

App Permission type Permission Why it is needed
Runtime app Microsoft Graph Application Sites.Selected Used by the flow to call Graph against only the sites that have been explicitly granted
Admin app Microsoft Graph Application Sites.FullControl.All Used beforehand to grant site-specific access to the runtime app

Example Graph patterns used in the flow

  • https://login.microsoftonline.com/{tenant-id}/oauth2/v2.0/token - Token request

  • /sites/{hostname}:/sites/{path} - Resolve site ID

  • /sites/{site-id}/lists/Holidays/items?$expand=fields($select=Title,wsp_ucc_holidays_startdatetime,wsp_ucc_holidays_enddatetime) - GET items from Holidays

  • /sites/{site-id}/lists/Settings/items/{item-id}/fields - PATCH a Settings item

  • /sites/{site-id}/lists/Agents/items - POST create an Agents item

Pre-deployment checklist

  • Runtime app created and admin consent granted.

  • Sites.Selected added to the runtime app.

  • Site permissions granted to the runtime app for every required site or subsite via the Admin App.

  • CUST_TENANT_ID, SPO_GraphApp_ID, and SPO_GraphApp_SECRET added in Dialogue Studio.

  • Secret expiry date recorded and monitored.

  • Correct site ID or subsite ID stored in global context.

Example Flow

Note

This flow requires you to have the node-red-contrib-chronos pallet installed.

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`https://graph.microsoft.com/v1.0/sites/${siteId}/lists/Holidays/items?$expand=fields($select=Title,wsp_ucc_holidays_startdatetime,wsp_ucc_holidays_enddatetime)`;\n\n\nmsg.headers = { 'Authorization': `Bearer ${token}` + ``, \"Accept\": \"application/json\", \"Content-Type\": \"application/json\" }\n\n\nreturn msg;\n","outputs":1,"timeout":"","noerr":0,"initialize":"","finalize":"","libs":[],"x":560,"y":860,"wires":[["91c31888de8da05c"]]},{"id":"91c31888de8da05c","type":"http request","z":"559da8e2a8c896b3","g":"d06fd388d7713798","name":"","method":"use","ret":"obj","paytoqs":"ignore","url":"","tls":"","persist":false,"proxy":"","insecureHTTPParser":false,"authType":"","senderr":false,"headers":[],"x":910,"y":860,"wires":[["9be42bfdc3d44cd6"]]},{"id":"9be42bfdc3d44cd6","type":"debug","z":"559da8e2a8c896b3","g":"d06fd388d7713798","name":"Holidays Values RSP","active":true,"tosidebar":true,"console":false,"tostatus":false,"complete":"true","targetType":"full","statusVal":"","statusType":"auto","x":1180,"y":860,"wires":[]},{"id":"7a8b2f81fdba398a","type":"function","z":"559da8e2a8c896b3","g":"afb3c79ceb925d8e","name":"Get SP SiteId","func":"let token = global.get('AT.SharePoint.spoGraphToken');\nlet uccName = 'ucc-name-here'       // Make sure to add your UCC Name from the SharePoint URL here\n\n// Use the Microsoft Graph API to retrieve the site details\nmsg.method = \"GET\";\nmsg.url = `https://graph.microsoft.com/v1.0/sites/your-tenant-here.sharepoint.com:/sites/AnywhereNow-UCCs/${uccName}`;\n\nmsg.headers = {\n    \"Authorization\": `Bearer ${token}`,\n    \"Content-Type\": \"application/json\"\n};\n\nreturn msg;\n","outputs":1,"timeout":"","noerr":0,"initialize":"","finalize":"","libs":[],"x":400,"y":420,"wires":[["42eabb1c02496c97"]]},{"id":"d3ae1bead5986e2e","type":"inject","z":"559da8e2a8c896b3","g":"afb3c79ceb925d8e","name":"","props":[{"p":"payload"},{"p":"topic","vt":"str"}],"repeat":"","crontab":"35 00 * * *","once":true,"onceDelay":"1","topic":"","payload":"","payloadType":"date","x":210,"y":420,"wires":[["7a8b2f81fdba398a"]]},{"id":"42eabb1c02496c97","type":"http request","z":"559da8e2a8c896b3","g":"afb3c79ceb925d8e","name":"","method":"use","ret":"obj","paytoqs":"ignore","url":"","tls":"","persist":false,"proxy":"","insecureHTTPParser":false,"authType":"","senderr":false,"headers":[],"x":610,"y":420,"wires":[["b38a26e5a88f99de"]]},{"id":"b38a26e5a88f99de","type":"debug","z":"559da8e2a8c896b3","g":"afb3c79ceb925d8e","name":"Graph answer","active":true,"tosidebar":true,"console":false,"tostatus":false,"complete":"true","targetType":"full","statusVal":"","statusType":"auto","x":780,"y":460,"wires":[]},{"id":"d53a13861c20b16f","type":"function","z":"559da8e2a8c896b3","g":"afb3c79ceb925d8e","name":"global.set(\"_SharePoint.ucc-name-here.id\"","func":"global.set(\"_SharePoint.ucc-name-here.id\", msg.payload.id)\n\nreturn msg;","outputs":1,"timeout":"","noerr":0,"initialize":"","finalize":"","libs":[],"x":1290,"y":420,"wires":[["3efee871a49d2d0e"]]},{"id":"3efee871a49d2d0e","type":"debug","z":"559da8e2a8c896b3","g":"afb3c79ceb925d8e","name":"spoID-Stored","active":true,"tosidebar":true,"console":false,"tostatus":false,"complete":"true","targetType":"full","statusVal":"","statusType":"auto","x":1570,"y":420,"wires":[]},{"id":"9626015dc12e2680","type":"comment","z":"559da8e2a8c896b3","g":"afb3c79ceb925d8e","name":"Add your name to the Set then connect these ","info":"","x":910,"y":420,"wires":[]},{"id":"e5ef949397a6839d","type":"function","z":"559da8e2a8c896b3","g":"d54495bd8e54119e","name":"Get SP SiteId","func":"let token = global.get('AT.SharePoint.spoGraphToken');\n\n// Use the Microsoft Graph API to retrieve the site details\nmsg.method = \"GET\";\nmsg.url = `https://graph.microsoft.com/v1.0/sites/customer.sharepoint.com:/sites/Your-SiteCollection-Goes-Here`;\n\nmsg.headers = {\n    \"Authorization\": `Bearer ${token}`,\n    \"Content-Type\": \"application/json\"\n};\n\nreturn msg;\n","outputs":1,"timeout":"","noerr":0,"initialize":"","finalize":"","libs":[],"x":500,"y":580,"wires":[["35715abf73fe0e17"]]},{"id":"ec2cfa2cd3ab8d14","type":"inject","z":"559da8e2a8c896b3","g":"d54495bd8e54119e","name":"1. Get the Site Collection ID","props":[{"p":"payload"},{"p":"topic","vt":"str"}],"repeat":"","crontab":"35 00 * * *","once":true,"onceDelay":"1","topic":"","payload":"","payloadType":"date","x":260,"y":580,"wires":[["e5ef949397a6839d"]]},{"id":"35715abf73fe0e17","type":"http request","z":"559da8e2a8c896b3","g":"d54495bd8e54119e","name":"","method":"use","ret":"obj","paytoqs":"ignore","url":"","tls":"","persist":false,"proxy":"","insecureHTTPParser":false,"authType":"","senderr":false,"headers":[],"x":710,"y":580,"wires":[["a67c98f4a36970fc"]]},{"id":"a67c98f4a36970fc","type":"debug","z":"559da8e2a8c896b3","g":"d54495bd8e54119e","name":"Graph answer","active":true,"tosidebar":true,"console":false,"tostatus":false,"complete":"true","targetType":"full","statusVal":"","statusType":"auto","x":880,"y":580,"wires":[]},{"id":"fn_sp_init_01","type":"function","z":"559da8e2a8c896b3","g":"d54495bd8e54119e","name":"Init from known site ID","func":"let token = global.get('AT.SharePoint.spoGraphToken');\nlet rootSiteId = 'customer.sharepoint.com,1234567-abasd-4a51-b112-360fc1499442,1234567-43234-4036-955e-d1f379e3bb98';\n\nif (!token) {\n    node.error('Missing global token: AT.SharePoint.spoGraphToken', msg);\n    return null;\n}\n\nflow.set('_sp_pending_requests', 1);\nflow.set('_sp_ids_temp', {});\nflow.set('_sp_root_site_id', rootSiteId);\n\nmsg.method = 'GET';\nmsg.url = `https://graph.microsoft.com/v1.0/sites/${encodeURIComponent(rootSiteId)}/sites?$select=id,displayName,webUrl,name`;\nmsg.headers = {\n    Authorization: `Bearer ${token}`,\n    'Content-Type': 'application/json'\n};\nmsg._spToken = token;\n\nreturn msg;","outputs":1,"timeout":0,"noerr":0,"initialize":"","finalize":"","libs":[],"x":620,"y":660,"wires":[["http_sp_graph_01"]]},{"id":"inj_sp_subsites_01","type":"inject","z":"559da8e2a8c896b3","g":"d54495bd8e54119e","name":"2. Run - Get all subsite IDs","props":[],"repeat":"","crontab":"","once":false,"onceDelay":0.1,"topic":"","x":250,"y":660,"wires":[["fn_sp_init_01"]]},{"id":"http_sp_graph_01","type":"http request","z":"559da8e2a8c896b3","g":"d54495bd8e54119e","name":"HTTP Graph","method":"use","ret":"obj","paytoqs":"ignore","url":"","persist":false,"proxy":"","insecureHTTPParser":false,"authType":"","senderr":true,"headers":[],"x":870,"y":660,"wires":[["fn_sp_walk_01"]]},{"id":"fn_sp_walk_01","type":"function","z":"559da8e2a8c896b3","g":"d54495bd8e54119e","name":"Walk subsites recursively","func":"if (msg.statusCode && msg.statusCode >= 400) {\n    node.error(`Graph error walking subsites. Status ${msg.statusCode}`, msg);\n    return null;\n}\n\nlet payload = msg.payload || {};\nlet token = msg._spToken;\nlet pending = flow.get('_sp_pending_requests') || 0;\nlet ids = flow.get('_sp_ids_temp') || {};\nlet nextMsgs = [];\n\nfunction getLeafName(site) {\n    if (site && site.webUrl) {\n        let clean = site.webUrl.replace(/\\/$/, '');\n        let parts = clean.split('/');\n        return parts[parts.length - 1];\n    }\n    return site.name || site.displayName || site.id;\n}\n\nif (Array.isArray(payload.value)) {\n    for (let site of payload.value) {\n        let key = getLeafName(site);\n        ids[key] = {\n            id: site.id,\n            displayName: site.displayName || site.name || key,\n            webUrl: site.webUrl || ''\n        };\n\n        nextMsgs.push({\n            method: 'GET',\n            url: `https://graph.microsoft.com/v1.0/sites/${encodeURIComponent(site.id)}/sites?$select=id,displayName,webUrl,name`,\n            headers: {\n                Authorization: `Bearer ${token}`,\n                'Content-Type': 'application/json'\n            },\n            _spToken: token\n        });\n    }\n}\n\nif (payload['@odata.nextLink']) {\n    nextMsgs.push({\n        method: 'GET',\n        url: payload['@odata.nextLink'],\n        headers: {\n            Authorization: `Bearer ${token}`,\n            'Content-Type': 'application/json'\n        },\n        _spToken: token\n    });\n}\n\npending = pending - 1 + nextMsgs.length;\nflow.set('_sp_pending_requests', pending);\nflow.set('_sp_ids_temp', ids);\n\nlet doneMsg = null;\nif (pending === 0) {\n    flow.set('_SharePoint-ids', ids);\n\n    doneMsg = {\n        payload: {\n            message: 'Completed subsite discovery',\n            rootSiteId: flow.get('_sp_root_site_id'),\n            subsiteCount: Object.keys(ids).length,\n            storedFlow: '_SharePoint-ids',\n            data: ids\n        }\n    };\n\n    flow.set('_sp_ids_temp', {});\n    flow.set('_sp_pending_requests', 0);\n}\n\nreturn [nextMsgs, doneMsg];","outputs":2,"timeout":0,"noerr":0,"initialize":"","finalize":"","libs":[],"x":1110,"y":660,"wires":[["http_sp_graph_01"],["dbg_sp_done_01","fn_sp_summary_01"]]},{"id":"dbg_sp_done_01","type":"debug","z":"559da8e2a8c896b3","g":"d54495bd8e54119e","name":"Completed result","active":true,"tosidebar":true,"console":false,"tostatus":true,"complete":"payload","targetType":"msg","statusVal":"payload.subsiteCount & \" subsites stored\"","statusType":"jsonata","x":1380,"y":640,"wires":[]},{"id":"fn_sp_summary_01","type":"function","z":"559da8e2a8c896b3","g":"d54495bd8e54119e","name":"Pretty summary","func":"let data = msg.payload.data || {};\nlet keys = Object.keys(data).sort();\nmsg.payload = keys.map(k => ({\n    subsiteName: k,\n    id: data[k].id,\n    displayName: data[k].displayName,\n    webUrl: data[k].webUrl\n}));\nreturn msg;","outputs":1,"timeout":0,"noerr":0,"initialize":"","finalize":"","libs":[],"x":1360,"y":700,"wires":[["dbg_sp_list_01"]]},{"id":"dbg_sp_list_01","type":"debug","z":"559da8e2a8c896b3","g":"d54495bd8e54119e","name":"Subsite list","active":true,"tosidebar":true,"console":false,"tostatus":false,"complete":"payload","targetType":"msg","x":1550,"y":700,"wires":[]},{"id":"inj_post_all","type":"inject","z":"559da8e2a8c896b3","g":"3157073d4b288cb5","name":"Run POST to all subsites","props":[],"repeat":"","once":false,"onceDelay":0.1,"x":270,"y":1300,"wires":[["fn_prepare_posts"]]},{"id":"fn_prepare_posts","type":"function","z":"559da8e2a8c896b3","g":"3157073d4b288cb5","name":"Prepare POSTs for all subsites","func":"let token = global.get('AT.SharePoint.spoGraphToken');\nlet sites = flow.get('_SharePoint-ids') || {};\n\nif (!token) {\n    node.error('Missing token in flow context', msg);\n    return null;\n}\n\nlet msgs = [];\nlet siteKeys = Object.keys(sites);\n\nflow.set('_sp_post_pending', siteKeys.length);\nflow.set('_sp_post_results', []);\n\nfor (let key of siteKeys) {\n    let site = sites[key];\n\n    msgs.push({\n        method: 'POST',\n        url: `https://graph.microsoft.com/v1.0/sites/${encodeURIComponent(site.id)}/lists/Agents/items`,\n        headers: {\n            Authorization: `Bearer ${token}`,\n            'Content-Type': 'application/json'\n        },\n        payload: {\n            fields: {\n                wsp_ucc_Order: 1,\n                wsp_ucc_Formal: true,\n                wsp_ucc_Agent: \"sip:AnywhereNow.User1@Anywhere.Now\",\n                CustomHoursEnable: true,\n                CustomHours: \"MON,09:00,17:00;TUE,09:00,17:00;WED,09:00,17:00\",\n                wsp_ucc_agent_teamsphone: \"tel:+441234567890\",\n                wsp_ucc_agent_teamsupn: \"AnywhereNow.User1@Anywhere.Now\",\n                ContentType: \"Agent\"\n            }\n        },\n        _siteName: key,\n        _siteId: site.id\n    });\n}\n\nreturn [msgs];","outputs":1,"timeout":"","noerr":0,"initialize":"","finalize":"","libs":[],"x":550,"y":1300,"wires":[["http_post_all"]]},{"id":"http_post_all","type":"http request","z":"559da8e2a8c896b3","g":"3157073d4b288cb5","name":"POST to SharePoint","method":"use","ret":"obj","paytoqs":"ignore","url":"","x":820,"y":1300,"wires":[["fn_collect_results"]]},{"id":"fn_collect_results","type":"function","z":"559da8e2a8c896b3","g":"3157073d4b288cb5","name":"Collect results","func":"let results = flow.get('_sp_post_results') || [];\nlet pending = flow.get('_sp_post_pending') || 0;\n\nresults.push({\n    site: msg._siteName,\n    siteId: msg._siteId,\n    status: msg.statusCode,\n    success: msg.statusCode >= 200 && msg.statusCode < 300\n});\n\npending--;\n\nflow.set('_sp_post_results', results);\nflow.set('_sp_post_pending', pending);\n\nlet doneMsg = null;\n\nif (pending === 0) {\n    doneMsg = {\n        payload: {\n            message: 'POST complete to all subsites',\n            total: results.length,\n            successCount: results.filter(r => r.success).length,\n            failCount: results.filter(r => !r.success).length,\n            results: results\n        }\n    };\n\n    flow.set('_sp_post_results', []);\n    flow.set('_sp_post_pending', 0);\n}\n\nreturn [null, doneMsg];","outputs":2,"x":1050,"y":1300,"wires":[[],["dbg_post_summary","dbg_post_details"]]},{"id":"dbg_post_summary","type":"debug","z":"559da8e2a8c896b3","g":"3157073d4b288cb5","name":"Summary","active":true,"tosidebar":true,"complete":"payload","x":1310,"y":1280,"wires":[]},{"id":"dbg_post_details","type":"debug","z":"559da8e2a8c896b3","g":"3157073d4b288cb5","name":"Full Results","active":false,"tosidebar":true,"complete":"payload.results","x":1320,"y":1330,"wires":[]},{"id":"356410a5aa93b072","type":"chronos-config","name":"London","latitudeType":"num","longitudeType":"num","timezone":"Europe/London","sunPositions":[]},{"id":"a2cd948fd4c582ef","type":"global-config","env":[],"modules":{"node-red-contrib-chronos":"1.29.3"}}]