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Integrate Office 365 Calendar Using Graph API

Level: Client IT

If you use Office 365 for your calendar integration with Serraview Engage, then complete these steps before January 31st, 2025 to prevent the integration from breaking. 

Prerequisites


Conduct a security review if necessary. Your security team can review the articles in Calendar Admin FAQs.

Steps


Your IT messaging team must complete the steps and the person on that team will need System Administrator access to Serraview, and their account must be associated with their active email address. 

Step 1. Prepare a RoomList

Prepare a RoomList (type of distribution group that stores resource accounts) by following these steps in the Resources and Room Lists (Cronofy Docs). Rememer, to create a RoomList, you must have the Exchange Powershell module.   

  • Ensure all resources on the RoomList have only 1 calendar. The integration may run into issues if the same email address/resource has multiple calendars.
  • If your distribution group exceeds 100 members then we recommend that you bucket the room resource mailboxes into distribution groups of 100 mailboxes each. You can add multiple room lists, but each one has a maximum of 100 rooms. 
     

Step 2. Do you have an existing Office 365 integration?

If you have an existing Office 365 integration, you will need to first disconnect the integration from Serraview.

  1. Navigate to Admin Settings > General Configuration > Room Booking Service > Setup Cronofy Integration
  2. Click the Remove Integration button. 

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When this step is completed, Serraview Engage will no longer be receiving free/busy information from your Outlook calendars and integration will be down. 

Step 3. Connect to Graph API in Serraview

The person completing this task must be logged into Serraview with an admin account associated with their active email address.  

  1. Navigate to Admin Settings > General Configuration > Room Booking Service > Setup Cronofy Integration.

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  1. In the Domain field, enter the domain. The domain must match the global admin email addresses and room calendars.
  2. In the Source field, enter the source.
  3. Click the Start integration button. 

Step 4. Activate the Calendar

The person who completed the above step will receive an email from noreply@serraview.com with the subject: “Meeting Room Integration Notification”.

Do not click the “ACTIVATE CALENDAR” link!

  1. Right-click the Active Calendar link and then copy the URL.
  2. Open an incognito browser.
  3. Paste in the URL.   

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Step 5. Enter Credentials

This will prompt you to enter your credentials. You must log in as a user with Azure Active Directory Global Administrator access to your Office 365 tenant. This is the minimum level of access you will require to enable Enterprise Connect. 

Step 6. Permissions Requested

You will see this screen twice:

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  •  Click the Accept button and then the integration success screen displays.

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Step 7. Review the Cronofy Access in Azure Active Directory

Review Azure Active Directory to ensure Cronofy has the appropriate level of access for the integration. Reference: Limit Cronofy's access (Cronofy Docs)

Cronofy requires the following scopes when connecting via Enterprise Connect: 

  • User.Read.All 
  • Organization.Read.All 
  • Places.Read.All 
  • Calendars.ReadWrite 

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Step 8. Calendar Synchronization and Test

After these steps are completed, the calendars will start to synchronize.

It may take a few hours for this process to complete if you have a large number of rooms. 

After the rooms have synced, we recommend you test the integration.

Test 1

  1. Use Serraview Engage to reserve a room with calendar integration.
  2. After the reservation completes, wait a few moments and check to see if an appointment is written on the room resource calendar.

Test 2

  1. Block out time on the room’s resource calendar in Office365.
  2. Wait a few moments, and navigate to that date/time in Engage to see if the room shows up as available or busy. 

If you run into any difficulties, then see the instructions and articles in Enterprise Connect for Office 365 (Graph API) (Cronofy Docs)