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Appointments - Microsoft Integration Setup
Appointments - Microsoft Integration Setup
Updated over 8 months ago

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):

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Then go to: “App registration” on the sidebar menu, and select “New registration”:

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Assign a name (i.e. Company name Outlook Integration) and the following information:

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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)


Canada

Calendar Redirect URI:
https://ca.iinsightonline.com/tokenCallback_microsoft.php
Teams Redirect URI:


United Kingdom
Calendar Redirect URI:

Teams Redirect URI:

Once an app is created, we should get this screen:

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Copy the:

  • Application (client) ID -> APP ID field

  • Directory (tenant) ID -> Tenant field

And paste into iinsight, via Options -> Security -> Microsoft Integration

MS.png

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”:

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Add a “description” and an expiry value:

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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.

MS.png

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”.

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Then select “delegated permission”, you can search for calendar and add all the options in that section:

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Also, you will need to add these other permissions:

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Your final list of permission will need to be shown like this:

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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®.

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