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Appointments - Microsoft Integration Setup

Updated over a week ago

To allow the iinsight Appointments to sync directly to your Microsoft Calendar account, we first need to create a new App Registration on the Office 365 Microsoft Azure settings.

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.

IMPORTANT: please ensure you select the correct URI for your region and chosen app registration


Australia
Calendar Redirect URI:
https://aus.iinsightonline.com/tokenCallback_microsoft.php


Canada


United Kingdom
Calendar Redirect URI:
https://uk.iinsightonline.com/tokenCallback_microsoft.php

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

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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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