Configuring synchronization with the Microsoft Office 365 calendar
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Prerequisites
- Access to the Configuration > Calendar synchronization (CM031) menu.
- Corporate Office 365 account.
- Configure Azure Active Directory.
Introduction
SoftExpert Suite allows you to configure a synchronization with the Microsoft Office 365 calendar for event management.
For the synchronization to be enabled successfully, it is necessary to first perform the following configurations:
Configure synchronization with 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 and then click on App registration.
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 option Accounts in any organizational directory (Any Azure AD directory – Multitenant) and personal Microsoft accounts (e.g., Skype, Xbox).
The Redirect URI section field does not need to be filled in, as the service performs authentication using the OAuth2 client credentials flow. Therefore, there is no need for a callback.
5. Click on the Register option at the bottom.
6. At this point, the application Overview will be displayed. Copy the values of the following fields and keep them in a safe place, as they will be used to configure calendar synchronization in the Calendar synchronization (CM031) screen:
- Application (client) ID: will be used in the Client ID field.
- Directory (tenant) ID: 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 displayed in 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 error Unable to complete due to service connection error, please try again later occurs, wait a few hours and try again.
8. Once done, click on the Add a permission option at the top of the list.
9. In the side panel, click on Microsoft Graph and then on Application permissions.
10. Locate the Calendars grouping 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 displayed in the list of records. Click on the Grant admin consent for ... button and confirm.
Later, you can view the permissions in Enterprise applications > [Application name - step 4] > Security > Permissions.
13. Again in the side menu panel, click on the Certificates & 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 field, select the Never option. Once done, click on Add. At this point, the client secret will be displayed in the list. Copy the content shown in the Value column and keep it in a safe place, as this is the Client Secret that will be used to configure calendar synchronization in the Calendar synchronization (CM031) menu.
16. If the integration uses the Microsoft Teams meeting APIs (Online Meetings), in addition to the Microsoft Graph permissions described previously, it is necessary to configure an Application Access Policy for the application registered in Microsoft Entra ID. However, before executing the policy commands, install the Microsoft Teams module and authenticate. To do this, run the commands below:
Install-Module -Name MicrosoftTeams -Force -AllowClobber
Set -ExecutionPolicy -Execution Policy RemoteSigned -Scope CurrentUser
Import -Module MicrosoftTeams
Connect -MicrosoftTeams
When executing Connect -MicrosoftTeams, an authentication window will open. Use the tenant administrator credentials.
After executing the commands above, create the 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 "Allows application access to Microsoft Teams meetings"
Where:
- Identity: Name of the policy that will be created (can be any easily identifiable
name). - AppIds: Application ID (Client ID) obtained from the application registration in Microsoft
Entra ID.
Next, apply the created policy to the tenant with the commands below:
Grant -CsApplicationAccessPolicy `
-PolicyName "MyAppPolicy" `
-Global
For the integration to obtain speaker attribution in meeting transcripts, it is necessary to enable this option manually. Below, see how to perform this operation:
1. Access the Teams Admin Center.
2. Navigate to Meeting > Meeting settings.
3. In Microsoft Graph access, change to On.
4. Click on Configure.
5. Check Include speaker attribution as On.
6. Click on Apply.
7. Click on Save.
These commands executed in step 16 must be performed by an administrator with permissions to manage Microsoft Teams policies, preferably from the organization's IT team.
Conclusion
With the configurations completed in Microsoft Azure, it is possible to enable and configure the SoftExpert Suite synchronization with the Microsoft Office 365 calendar.