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Outlook Calendar Integration

People who use Outlook / Microsoft 365 instead of Google can connect their calendar. It works like the Google Calendar integration:

What happens
CRM → OutlookYour tasks with a due date appear in your Outlook calendar and move or disappear with the task.
Outlook → CRMYour Outlook meetings count as busy time: client booking links, booking pages and the "who's free" list for appointments won't offer those times. Events marked Free are ignored.
AppointmentsIf you organise appointments (you are the company organiser calendar, or the assignee without Google), the client gets an Outlook invite with a Microsoft Teams link when your account supports Teams.

Sync runs every 5 minutes. Each person connects their own calendar; an admin cannot connect it for them.

Google and Outlook together

A person can connect both. Tasks go to both calendars and busy time from both is respected. When creating appointment invites, Google is used first.

One-time setup (system administrator)​

Outlook calendar uses the same Microsoft Entra (Azure AD) app as Microsoft 365 mailboxes. In the Azure portal, on that app registration:

  1. Authentication → Redirect URIs: add https://<your-crm-domain>/api/calendar-sync/microsoft/callback
  2. API permissions → Microsoft Graph → Delegated: add Calendars.ReadWrite (and keep offline_access, User.Read). Grant admin consent if your tenant requires it.
  3. Make sure the server has MS_CLIENT_ID and MS_CLIENT_SECRET set. If your public URL is unusual, set MS_CALENDAR_REDIRECT_URI to the exact redirect URI above. See Environment Variables.

Until the app is configured, the Outlook Calendar card does not show on profiles.

Connecting (each user)​

  1. Open My Profile → Email & Calendar.
  2. Under Outlook Calendar, click Connect Outlook Calendar.
  3. Sign in with your Microsoft account and accept the permissions.
  4. You return to the CRM. Your tasks are pushed and your Outlook events are read straight away.

Use Sync now on the card to sync immediately, or the bin icon to disconnect (synced copies are removed from the CRM).

Admin overview​

Settings → Calendar Connections lists who has connected a calendar. People with either Google or Outlook connected count as connected.

Troubleshooting​

ProblemWhat to do
The Outlook card is missingThe Microsoft app isn't configured on the server (MS_CLIENT_ID / MS_CLIENT_SECRET).
"Needs reconnect"The Microsoft sign-in expired or was revoked. Click Reconnect.
No Teams link on appointment invitesPersonal Microsoft accounts can't create Teams meetings; the invite is sent without one. Work/school accounts with Teams get a link.
Redirect error after signing inThe redirect URI in Azure must match exactly, including https and no trailing slash.