How to activate Microsoft 365 Calendar Integration

Introduction

Microsoft 365 integration provides customers with the possibility to view available slots in the Microsoft 365 calendar of salespeople and schedule meetings with them from x-bees. The user's status gets automatically updated in x-bees based on the events in the Microsoft 365 calendar.

Requirements

• Licensing: x-bees-Standard for access to Kite settings to set up calendars
• Users should have a valid license allowing them to use Outlook and mailbox
• Admin access to PBX, Microsoft organizational account with enabled Global administrator role (Azure AD)

Notes

• Sync of users from Azure AD is performed basing on the Primary email address: user’s primary email in Azure AD and in WMS should match. User’s primary email address can be changed by an administrator
• New custom calendars are added once a day at night when fully synced or as soon as they are updated (e.g. renamed)
• In order for avatars and icons to be displayed in emails about calendar events in Outlook, the user must confirm that they trust the no-reply@x-bees.com address (this can be done directly through the notification from Outlook, displayed in the header of the mail).
• On the Kite Settings -> Calendar Settings page, working hours correspond to the settings from Outlook. A lunch break from 1 pm to 2 pm is available. Time zone value is also synced, but time zone name may differ.

Limitation

• Calendars added via Outlook -> Settings -> Add personal calendars / Add from directory are not synced

Installation

To activate the integration, take the following steps:

• Go to WMS Settings -> PBX -> Integrations -> Cloud integrations
  
  

  Note: In case of WMS version lower that WMS 6.05.20231110.2, the tab is named x-bees. Your PBX should be on the x-bees licensing, otherwise, the x-bees tab is greyed out.    

• Click on Microsoft 365

• Click Install
   
• Log in to your account if required and grant permissions by clicking Accept
   
• The integration is activated
  
  
• You can manage the display of the status message for Microsoft 365 public events in user presence status. Just disable/ enable the option Display status message for public events:
  
  By default, the option is enabled. When disabled, calendar event status messages are not displayed in user presence.