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Integrate Microsoft To Do with your AI CRM

Microsoft To Do is a cloud-based task management application that lets users create, organize, and track task lists, tasks, checklist items, and reminders across devices via Microsoft Graph

Explore Triggers and Actions

Complete Task

Mark a Microsoft To Do task as completed. Convenience wrapper that always PATCHes status='completed'; the server auto-sets completedDateTime. Use Update Task to reopen a task (status='notStarted') or to change other fields.

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Create Checklist Item

Add a checklist item (subtask) to a Microsoft To Do task. Only display_name is required; the created item is returned with a GUID id, displayName, isChecked, and createdDateTime.

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Create Task

Create a task in a Microsoft To Do task list. Only title is required. Dates are passed as flat ISO-8601 strings plus a shared timezone; the tool builds the Graph dateTimeTimeZone objects. Notes are passed as body_content (+ body_content_type). NOTE: To Do treats due dates as whole days — the time component of due_date_time is normalized to midnight on save.

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Create Task List

Create a new Microsoft To Do task list.

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Delete Checklist Item

Delete a checklist item (subtask) from a Microsoft To Do task. This permanently removes the checklist item (this cannot be undone).

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Delete Task

Delete a task from a Microsoft To Do task list. WARNING: this also permanently removes the task's checklist items and linked resources.

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Delete Task Attachment

Permanently delete a file attachment from a Microsoft To Do task. This cannot be undone.

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Delete Task List

Delete a Microsoft To Do task list. WARNING: this cascades — all tasks in the list and their checklist items are permanently deleted.

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Download Task Attachment

Download one file attached to a Microsoft To Do task. The file is offloaded to storage and returned as a downloadable reference rather than inline base64.

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Get Checklist Item

Get a single Microsoft To Do checklist item (subtask) by its id, within a task in a task list.

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Get Current User

Return the profile of the Microsoft account connected to this toolkit (whoami / connection verification). Useful to confirm which mailbox the To Do tasks belong to before other operations.

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Get Task

Get a single Microsoft To Do task by its id, within a task list. Set include_checklist_items=true to expand its checklist items inline.

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Get Task Attachment

Get metadata for one file attached to a Microsoft To Do task. Use Download Task Attachment to retrieve the file contents.

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Get Task List

Get a single Microsoft To Do task list by its id.

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List Checklist Items

List the checklist items (subtasks) of a To Do task. Auto-paginates so all subtasks are returned at once as {items: [...]}.

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List Task Attachments

List the files attached to a Microsoft To Do task. Returns attachment metadata without file contents, one page at a time, plus a next_cursor.

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List Task Lists

List the To Do task lists owned by the connected user. The built-in default list has wellknown_list_name='defaultList'; user-created lists have wellknown_list_name='none'. Always returns at least the default list. Select the default list by id or wellknown_list_name, never by the localized display_name.

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List Tasks

List the tasks in a To Do task list. Checklist items (subtasks) are NOT returned by default; set include_checklist_items=true to expand them inline. Returns one page of tasks plus a next_cursor for the next page.

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Update Checklist Item

Update a checklist item (subtask) of a Microsoft To Do task: rename it (display_name) and/or check/uncheck it (is_checked). Partial update: only the fields you pass are changed; at least one is required. Setting is_checked=true marks the subtask done.

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Update Task

Update fields of an existing Microsoft To Do task (title, notes, importance, status, due/start/reminder dates, categories). Partial update: only the fields you pass are changed; unset fields are left untouched. To mark a task done set status='completed' (or use the dedicated Complete Task tool).

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Update Task List

Rename a Microsoft To Do task list (updates its displayName).

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Upload Task Attachment

Attach a file up to 25 MB to a Microsoft To Do task. The tool automatically uses a single request for files under 3 MB and a chunked upload session for larger files.

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How the Microsoft To Do integration works

The Microsoft To Do integration connects your Dench AI CRM directly to Microsoft To Do, so agents can read and act on your Microsoft To Do data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

22 actions are available for agents to invoke on your behalf. Every call runs through Microsoft To Do's own authorization, scoped to the account you connect.

Set up Microsoft To Do in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Microsoft To Do and click Connect — you'll authorize access through Microsoft To Do's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Microsoft To Do in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Microsoft To Do integration work with Dench?

The Dench Microsoft To Do integration connects your AI CRM to Microsoft To Do, so AI agents can work with your Microsoft To Do data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Microsoft To Do via Dench?

The Microsoft To Do integration currently exposes 22 actions, including Complete Task, Create Checklist Item, Create Task, Create Task List, Delete Checklist Item, and Delete Task. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Microsoft To Do to Dench?

No. You connect Microsoft To Do from your Dench workspace using Microsoft To Do's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Microsoft To Do integration secure?

Connections are authorized through Microsoft To Do's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Microsoft To Do connection from your workspace settings at any time.

Microsoft To Do | Dench AI CRM