Configuring synchronization with the Microsoft Office 365 calendar
Prerequisites
- Access to the Configuration > Calendar synchronization (CM031) menu.
- Corporate Office 365 account.
- Configuring Azure Active Directory.
Introduction
SoftExpert Suite allows for configuring a synchronization with the Microsoft Office 365 calendar for event management.
For the synchronization to be successfully enabled, the following configurations must be set first:
Configuring synchronization with the Microsoft Office 365 calendar
1. Access the Microsoft Azure portal and log in with your corporate Office 365 account.
2. Click on the 
icon and, in the side panel that will be displayed, access the Azure Active Directory option; then, click on App registrations.
3. Click on the New registration option.
4. Fill in the fields that will be displayed:
- Name: enter an easily identifiable name for the application – for example: Calendar Sync App.
- Supported account types: select the Accounts in any organizational directory (Any Azure AD directory – Multitenant) and personal Microsoft accounts (for example, Skype, Xbox).
The field in the Redirect URI section does not need to be filled in, as the service executes the authentication using the OAuth2 client credentials flow. Thus, there is no need for a callback.
5. Click on the Register option at the bottom.
6. At this point, the overview of the application will be displayed. Copy the values of the following fields and keep them somewhere safe, as they will be used to configure the calendar synchronization on the Calendar synchronization (CM031) screen:
- Application (client) ID: it will be used in the Client ID field.
- Directory (tenant) ID: it will be used in the Instance field.
7. In the side menu panel, click on the API permissions option.
Click on the User.Read permission shown on the list of records.
In the side panel that will be displayed, click on the Remove permission option and confirm the request made by the system.
If the Unable to complete due to service connection error, please try again later error occurs, wait a few hours and try again.
8. Once done, click on the Add a permission option in the upper part of the list.
9. In the side panel, click on Microsoft Graph, and then on App permissions.
10. Locate the Calendars grouper and check the following options:
- Calendars.Read - Read calendars in all mailboxes.
- Calendars.ReadShared - Read user and shared calendars.
- Calendar.ReadWrite - Read and write calendars in all mailboxes.
- OnlineMeetingArtifact.Read.All - Read online meeting artifacts.
- OnlineMeetings.Read.All - Read online meeting details.
- OnlineMeetings.ReadWrite.All - Read and create online meeting.
- OnlineMeetingTranscript.Read.All - Read all transcripts of online meetings.
- User.Read.All - Read all users' full profiles.
11. Once done, click on the Add permissions button.
12. The added permissions will be shown on the list of records. Click on the Grant admin consent button and confirm.
Later, you can view the permissions in Enterprise applications > [App name - step 4] > Security > Permissions.
13. Once again in the side menu panel, click on the Certificates and secrets option.
14. In the Client secrets section, click on New client secret.
15. In the panel that will be displayed, enter a description, and, in the Expires on field, select Never. Once done, click on Add. At this point, the client secret will be displayed on the list. Copy the content shown in the Value column and save it in a secure location, as this is the Client Secret that will be used to configure the calendar synchronization in the Calendar synchronization (CM031) menu.
16. If the integration uses Microsoft Teams meeting APIs (Online Meetings), in addition to the Microsoft Graph permissions described previously, it will be necessary to configure an Application Access Policy for the application registered in Microsoft Entra ID. To do this, run the command below in Microsoft Teams PowerShell:
New-CsApplicationAccessPolicy `
-Identity "MyAppPolicy" `
-AppIds "YOUR-APP-ID" `
-Description "Allow application access to Microsoft Teams meetings"
Where:
- Identity: Name of the policy that will be created (it can be any name that is easy
to identify). - AppIds: Application ID (Client ID) obtained when registering the application in Microsoft
Entra ID.
Next, apply the policy created to the tenant with the commands below:
Grant-CsApplicationAccessPolicy `
-PolicyName "MyAppPolicy" `
-Global
The commands in step 16 must be run by an administrator with permissions to manage Microsoft Teams policies, preferentially from the organization's IT team.
Conclusion
With the configurations finished in Microsoft Azure, it is possible to enable and configure the synchronization between SoftExpert Suite and the Microsoft Office 365 calendar.