1. Access Microsoft Entra ID
Log in to the Microsoft Entra ID portal.
Make sure you have administrative permissions on the directory.
2. Application Registration
Go to:
Applications → App registrations
Click New registration.
Fill in the main fields:
Name: TAC – Mail & Calendar Integration
Supported account types: Single tenant (recommended)
Redirect URI
Type: Web
Optionally enable ID tokens and Live SDK support only if required depending on the customer’s directory configuration.
3. Configure API Permissions
Open the API permissions section of the newly created application.
3.1 Application Permissions
Add the following permissions:
Directory.Read.All
Group.Read.All
GroupMember.Read.All
User.Read
User.Read.All
Mail.Read
Calendars.Read
These permissions allow TAC to:
read users, groups, and roles
access emails
read calendar events (call invitations, meetings, etc.)
3.2 Delegated Permissions
Add the following delegated permissions:
email
offline_access
openid
profile
3.3 Admin Consent
Click: Grant admin consent for Default Directory
⚠️ This step is essential for the integration to work correctly for all users.
4. Certificates and Secrets
Go to Certificates & secrets.
Create a new Client Secret.
Immediately copy the secret value (it will only be displayed once).
Store the following information securely:
Tenant ID
Client ID
Client Secret
5. Configuration in the TAC Portal
Log in to the TAC portal:
Go to: Integrations
Enter the required parameters:
Tenant ID
Client ID
Client Secret
Enable the following features:
✅ Import Emails
✅ Calendar Synchronization
Save the configuration.
6. Integration Result
Once the integration is completed:
TAC synchronizes sent and received emails
TAC synchronizes calendar events and meeting invitations
Each contact will display a complete activity history, useful for:
having the right context before a call
tracking follow-ups
improving collaboration and sales continuity.