How the Microsoft Calendar integration is used

The Chezie MS Calendar integration allows you to:

• Create events and distribute calendar invites to the people invited to them (in-group members, all employees, etc.).

• Update calendar invitations if an event is changed

• Cancel calendar invitations if an event is canceled

• Track user responses to calendar invites (accepted invite, declined invite, tentative)

How to connect your Microsoft Calendar account

Service account requirements

The application primarily uses:

1. Calendar – requires exchange online

2. Teams (Teams for Business) – for online meetings

The service account should, at the minimum, have a Microsoft 365 Business Basic license.

Creating your service account

1. From your Azure Admin portal, please create a new user. We suggest giving the user the following information

   • First name: [Company]

   • Last name: ERGs

   • Email: ergs@company.com

Connecting the service account in Chezie

Before you Begin

Our Microsoft Calendar integration is not yet approved for the Microsoft integration marketplace (we are working on this, but Microsoft’s review process is antiquated and very long, so we’ve elected to share all of our integration details in this document directly with you, our customer).

Since the application is not approved, an admin will need to grant access to it for you to make the integration connection.

The best way to handle this is to temporarily give the service account admin permissions from your Azure portal, and then return to Chezie to complete step 5. If you don’t do this, the integration will be set up with the admin account you use to approve the application and not with the service account. Please note that you can remove these admin permissions as soon as the integration is complete.

How to connect your service account

To connect your Microsoft Calendar, follow these instructions:

1. Sign in to Chezie with the Service account you created.

2. Click View as admin to switch to Admin view

3. Click Settings → Integrations

4. Find Microsoft Calendar and click Connect

5. If you see this screen, then the application needs to be approved by an admin to complete the connection.

6. You will be prompted to accept permissions requests, select Accept.

7. Confirm on the integrations page that the integration is complete.

8. If you gave your service account admin privileges before starting the process, you can remove those privileges in your Azure portal.

9. Go back to your Azure directory and click Enterprise Applications → Chezie.

   Click the button to Grant Admin Consent for Default Directory. This enables automatic attendance tracking for MS teams ERG events.

When you click the Grant admin consent button, you’ll see another screen like this. Sign in with your own admin account (not the service account), to accept the permissions.

10. Now, you should see a screen with the following permissions:

11. Delete all of the highlighted Delegated permissions.

12. Confirm that only the two permissions in the image below are visible for the Chezie application. If your screen looks like this, then you’re done.

13. Email support@chezie.co to confirm that you’ve completed the setup. Thank you!

Microsoft Calendar Integration - IT Details

User role to install app

Owner and Contributor.

Scopes

Microsoft scope reference page here.

Calendar permissions

Online meeting permissions

Online meeting application permissions

Troubleshooting

For Error Mailbox Not Enabled for Rest API:

Make sure the tenant has a Microsoft 365 plan

If none already have a Microsoft 365 subscription, you must purchase one from Microsoft or a certified reseller. Choose a plan that includes Exchange Online, such as Microsoft 365 Business Basic, Microsoft 365 Business Standard, or Microsoft 365 Enterprise plans.

Assign License to User

Once you have the Microsoft 365 license, you can assign it to the user whose mailbox needs to create the online meeting. Here's how admin:

1. Go to the Microsoft 365 admin center (.microsoft.com) and sign in with your admin credentials.

2. In the admin center, go to the "Users" or "Active users" section.

3. Find the user for whom you want to enable Exchange Online (the mailbox user).

4. Select the user and then click on "Edit" or "Product licenses" (the wording may vary depending on the admin center's version).

5. In the license assignment window, check the box for the Microsoft 365 license that includes Exchange Online (e.g., Microsoft 365 Business Basic, Microsoft 365 Business Standard).

6. Save the changes.

Verify Mailbox Setup

After assigning the license, the mailbox should be automatically set up for Exchange Online. You can verify this by checking the user's mailbox settings in the Microsoft 365 admin center or by accessing the Exchange admin center.