To allow the iinsight Appointments to sync directly to your Microsoft Calendar and / or Teams account, we first need to create a new App Registration on the Office 365 Microsoft Azure settings.
IMPORTANT: please note independent App Registrations are required for linking your Calendar and Teams (if you wish to be able to link both, 2 App Registrations will be required) |
Step 1. Create a new App on Microsoft Azure
Go to: https://portal.azure.com, after login in, select “Manage Azure Active Directory” (you will need to have permission to this section):
Then go to: “App registration” on the sidebar menu, and select “New registration”:
Assign a name (i.e. Company name Outlook Integration) and the following information:
The Web URL is region dependent depending on your database location, and are different for "Calendar" and "Teams" integration:
IMPORTANT: please ensure you select the correct URI for your region and chosen app registration (Calendar or Teams) |
Australia
Calendar Redirect URI:
https://aus.iinsightonline.com/tokenCallback_microsoft.php
Teams Redirect URI:
https://aus.iinsightonline.com/tokenCallback_microsoft_teams.php
Canada
Calendar Redirect URI:
https://ca.iinsightonline.com/tokenCallback_microsoft.php
Teams Redirect URI:
United Kingdom
Calendar Redirect URI:
Teams Redirect URI:
USA
Calendar Redirect URI:
https://usa.iinsightonline.com/tokenCallback_microsoft.php
Teams Redirect URI:
https://usa.iinsightonline.com/tokenCallback_microsoft_teams.php
Once an app is created, we should get this screen:
Copy the:
Application (client) ID -> APP ID field
Directory (tenant) ID -> Tenant field
And paste into iinsight, via Options -> Security -> Microsoft Integration
Step 2. Create a token
Select the new app that you just created, select “Certificates & secrets” on the left-hand side menu, and then select “+ New client secret”:
Add a “description” and an expiry value:
Once a token is created, we can copy the:
Secret ID -> App Secret field
Value -> App secret Value field
And paste into iinsight, on Options -> Security -> Microsoft Integration tab.
Step 3. Give the APP the required permissions
Basically, we need to give permission to users and calendars. Will be something similar to these permission lists. Select “+ Add a permission” and then select “Microsoft Graph”.
Then select “delegated permission”, you can search for calendar and add all the options in that section:
Also, you will need to add these other permissions:
Your final list of permission will need to be shown like this:
Once completed you users will be able to Grant permission for the iinsight Appointments calendar to link to their Outlook calendar from within the Appointments area on iinsight®.