Prime 16 Online User's Manual - User contributions [en]

Getting help with ConvergeOne-hosted issues

2026-07-07T23:46:47Z

Jspenceratty: /* Call ConvergeOne For These Issues */

=Who do I call?=

Who you should call will depend on where you encounter the error. Typically, reviewing each item in this troubleshooting list will help you know who to call. The following troubleshooting list is for the Access-based version of Prime (not the web-based version):

==Call Your In-House Tech Support People For These Issues==
* Can't get to the Internet at all -- web browsers won't open any Internet websites
* Web portal shows up, you can get logged on, but the program won't start
* New users cannot log on without an error being shown -- we see this frequently if a new user's profile is not complete. Ask your database administrator to ensure your profile is complete, including all defaults, and at least one role assigned.

==Call ConvergeOne For These Issues==
* Internet is working fine, but Web portal doesn't show up -- if the web portal (https://portal.kempscaseworks.com) does not appear in your browser, but other websites do
* You experience print formatting from one specific printer, but not other printers

[[File:Screenshot 2026-07-07 at 6.44.28 PM.png|400px]]

==Call Kemp's Case Works For These Issues==
* Issues not otherwise solved may require intervention by Kemp's support staff

File:Screenshot 2026-07-07 at 6.44.28 PM.png

2026-07-07T23:46:32Z

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Getting help with ConvergeOne-hosted issues

2026-07-07T23:43:06Z

Jspenceratty: /* Call Kemp's Case Works For These Issues */

=Who do I call?=

Who you should call will depend on where you encounter the error. Typically, reviewing each item in this troubleshooting list will help you know who to call. The following troubleshooting list is for the Access-based version of Prime (not the web-based version):

==Call Your In-House Tech Support People For These Issues==
* Can't get to the Internet at all -- web browsers won't open any Internet websites
* Web portal shows up, you can get logged on, but the program won't start
* New users cannot log on without an error being shown -- we see this frequently if a new user's profile is not complete. Ask your database administrator to ensure your profile is complete, including all defaults, and at least one role assigned.

==Call ConvergeOne For These Issues==
* Internet is working fine, but Web portal doesn't show up -- if the web portal (https://portal.kempscaseworks.com) does not appear in your browser, but other websites do
* You experience print formatting from one specific printer, but not other printers

==Call Kemp's Case Works For These Issues==
* Issues not otherwise solved may require intervention by Kemp's support staff

Getting help with ConvergeOne-hosted issues

2026-07-07T23:42:09Z

Jspenceratty: /* Call Your In-House Tech Support People For These Issues */

Web:Home Screen

2026-06-23T19:15:23Z

Jspenceratty: /* Automatic Refreshes */

==Home Screen==

The Home Screen is the default web page for the Prime case management website. After logging on (and passing through error checking as necessary) this is the first screen you will encounter. In most instances, when you close other forms, you will also come back to this default page.

[[File:Screen Shot 2020-08-06 at 12.59.02 PM.png|200px]]

===Log In Status/Log Out===

Your status of being "Logged In" is shown in the top right. You can use the "Log Out" link when you are finished using Prime. Logging out will ensure someone else can't use your browser to look at information within Prime. You should always log out of Prime when you are not actively using it.

[[File:Screen Shot 2020-08-06 at 12.59.02 PM Logout.png|200px]]

===Menu===

The full, Main Menu interface for Prime shows up on the Home Screen. The menu interface will change depending on the pages open within Prime. Some pages only show a "Home" link in the menu system.

Hold your mouse over the main items shown to see a dropdown list of available items. Click on an item to choose it.

[[File:Screen Shot 2020-08-06 at 12.59.02 PM Menu.png|200px]]

===Open Cases===

The cases that have your staff number shown as the advocate AND which do not have a date closed are shown in the "Open Cases" box. The total cases shown appears in the header for the box after the "Open Cases" label.

[[File:Screen Shot 2020-08-06 at 12.59.02 PM Open Cases.png|200px]]

You can sort the list by clicking on a heading (e.g., Name, Case Type (CT), Case Number, Date Open, Days Open). The first time clicked, the list will typically sort ascending based on the entry in that column. Clicking the header again will sort descending based on the items in that column.

[[File:Screen Shot 2020-08-06 at 1.18.54 PM.png|200px]]

Click on the name of the client to open that case file.

[[File:Screen Shot 2020-08-06 at 1.21.57 PM.png|200px]]

To use the "Time/Notes", "Calendar", and "Time" buttons, you must first choose a client. Click the checkbox to the left of the client to select that client.

[[File:Screen Shot 2021-12-09 at 10.17.49 AM.png|200px]]

Then press one of the buttons to quickly add Time, Notes, or Calendar entries to that selected case.

[[File:Screen Shot 2020-08-06 at 1.25.18 PM.png|200px]]

===Today's Time===

Time entries you've made for today are shown here. The total hours entered for today appears in the heading for the box next to the "Today's Time" label.

[[File:Screen Shot 2020-08-06 at 1.29.57 PM.png|200px]]

To open the time slip entry, click on the link to the left of the entry.

[[File:Screen Shot 2020-08-06 at 1.31.50 PM.png|200px]]

To generate your time sheet, click the "Time Sheet" button and fill out the appropriate entries.

[[File:Screen Shot 2020-08-06 at 1.32.52 PM.png|200px]]

[[File:Screen Shot 2020-08-06 at 1.33.36 PM.png|200px]]

===Calendar===

Your calendar entries for today are shown by default. The current date, or another data selected, appears in the header for the box after the "Calendar" label.

[[File:Screen Shot 2020-08-06 at 1.35.58 PM.png|200px]]

To open the calendar entry for an item shown, click on the link on the left of the item.

[[File:Screen Shot 2020-08-06 at 1.37.00 PM.png|200px]]

To change to a different date, click on the date shown in the header for the box:

[[File:Screen Shot 2020-08-06 at 1.37.57 PM.png|200px]]

Then choose a date using the calendar selector. Days with entries are shown with a red background:

[[File:Screen Shot 2020-08-06 at 1.39.17 PM.png|200px]]

Once you have chosen a different day, the date in the header will change to reflect that new day, and the calendar entries shown will be for that date.

[[File:Screen Shot 2020-08-06 at 1.40.25 PM.png|200px]]

===Internal Messages===

Unread Internal Messages are shown in the "Unread Messages" box. The number of unread messages appears in the header for the box after the "Unread Messages" label.

[[File:Screen Shot 2020-08-06 at 1.43.25 PM.png|200px]]

To read these messages, click anywhere in a message shown.

[[File:Screen Shot 2020-08-06 at 1.45.14 PM.png|200px]]

Special Note: To prevent an interruption in your use of Prime, the check for waiting, new Internal Messages is only performed on the home page.

= Home Screen Usage Manual =

== Overview ==
The Home page is a personal dashboard made up of widgets. Widgets are small cards that show frequently used information or shortcuts, such as open cases, today’s time, calendar items, internal messages, searches, and custom table views.

Your Home Screen layout is saved to your staff profile, so changes you make should remain in place the next time you open Prime 16.

== Default Widgets ==
By default, the Home Screen shows these widgets:

{| class="wikitable"
! Widget
! What it does
|-
| Open Cases
| Shows your open cases and stale case count. You can search the list, open a case, email a client, or select a case and use Time/Notes, Calendar, or Time.
|-
| Today’s Time
| Shows time entries for today and the total hours entered. The Time Sheet button opens your staff time sheet.
|-
| Calendar
| Shows today’s calendar entries. Click the Calendar heading to display the calendar picker.
|-
| Internal Messages
| Shows unread internal messages and the current unread message count. Click the message list to open Internal Messages.
|}

== Available Widgets ==
The following widgets can be added to or removed from the Home Screen:

{| class="wikitable"
! Widget
! Description
|-
| Open Cases
| List of your open cases, with stale case count and quick case actions.
|-
| Today’s Time
| Today’s time entries and total hours.
|-
| Calendar
| Calendar items for the selected day.
|-
| Internal Messages
| Unread internal messages.
|-
| Quick Actions
| Shortcuts for New Eligibility, New Client, New Time Entry, New Calendar Event, and New Internal Message.
|-
| Search Tools
| Shortcuts for Eligibility, Clients, Calendar, Time, and Internal Messages searches.
|-
| Custom Table View
| A customizable table widget.
|-
| Custom Table View 2
| A second customizable table widget.
|-
| My Favorites
| A customizable list of favorite shortcuts.
|-
| My Stale Cases
| A customizable stale case list.
|-
| Upcoming Deadlines
| A customizable upcoming deadline list.
|-
| Error Check Summary
| Shows current error count, allowed error count, and a link to Error Check.
|}

== Opening Home Screen Customization ==
To customize the Home Screen:

# Open the user menu in the upper-right corner.
# Click '''Home Screen'''.

You can also click the round '''+''' button in the lower-left corner of the page. This opens the same customization panel.

== Adding a Widget ==
To add a widget:

# Open the Home Screen customization panel.
# Find the widget in the checkbox list.
# Check the box next to the widget name.

The widget appears on the Home Screen and the change is saved automatically.

== Removing a Widget ==
There are two ways to remove a widget.

'''From the widget itself:'''

# Click the '''x''' button in the widget header.
# The widget is removed from the Home Screen.

'''From the customization panel:'''

# Open the Home Screen customization panel.
# Uncheck the box next to the widget name.

Removing a widget only hides it from your Home Screen. It can be added again later.

== Rearranging Widgets ==
To move widgets:

# Place your mouse on a widget header.
# Drag the widget to the desired position.
# Drop it into place.

The new order is saved automatically.

== Compact View ==
The customization panel includes a '''Compact''' checkbox.

Use Compact view when you want the widgets to take up less vertical space. This reduces padding and makes widget content more condensed.

== Resetting the Home Screen ==
To restore the default Home Screen:

# Open the Home Screen customization panel.
# Click '''Reset'''.
# Confirm the reset.

This restores the default layout: Open Cases, Today’s Time, Calendar, and Internal Messages.

== Customizable Widgets ==

=== My Favorites ===
The My Favorites widget lets you choose which shortcuts appear in the widget.

Available favorite shortcuts include:

* Search Eligibility
* Search Clients
* Search Calendar
* Search Time
* Search Internal Messages
* New Eligibility
* New Client
* New Time Entry
* New Calendar Event
* New Internal Message
* Internal Messages
* Error Check

To change My Favorites:

# Open the Home Screen customization panel.
# In the '''My Favorites''' section, check the shortcuts you want.
# Uncheck shortcuts you do not want.

Changes are saved automatically.

=== My Stale Cases ===
The My Stale Cases widget shows open cases that have not had recent activity.

You can choose the stale case threshold:

* 30 days
* 60 days
* 90 days

To change the threshold:

# Open the Home Screen customization panel.
# Use the '''My Stale Cases''' dropdown.
# Select the number of days.

=== Upcoming Deadlines ===
The Upcoming Deadlines widget shows upcoming calendar items that are appointments, case tickles, or reminder tickles and are not completed.

You can choose how far ahead to look:

* 7 days
* 14 days
* 30 days

To change the date range:

# Open the Home Screen customization panel.
# Use the '''Upcoming Deadlines''' dropdown.
# Select the number of days.

=== Custom Table View and Custom Table View 2 ===
The Custom Table View widgets let you create a saved table view on your Home Screen. There are two separate custom table widgets, so you can keep two different table views.

To configure one:

# Add '''Custom Table View''' or '''Custom Table View 2''' to the Home Screen.
# Click '''Configure''' in the widget header.
# Enter a '''Widget Name'''.
# Choose a '''Table'''.
# Choose a '''Sort By''' field and sort order.
# Select the fields to display.
# Enter any criteria needed to filter the rows.
# Click '''Apply'''.

The widget refreshes with the saved settings.

Available tables include:

{| class="wikitable"
! Table
! Opens records in
|-
| ClientsW
| Client records
|-
| Eligibility
| Eligibility records
|-
| Online Intake
| Online Intake records. This option is available only to users with the Admin or OnlineIntakes role.
|}

Notes for Custom Table View:

* The table ID field is always included.
* The table ID field opens the related edit page.
* You can display up to 7 fields, including the table ID field.
* You can enter up to 7 criteria rows.
* Criteria rows are combined together, so a record must match all entered criteria.
* Use '''me''' for your staff number.
* Use '''today''' for today’s date.
* Use '''null''' with '''=''' or '''<>''' to find blank or non-blank database values.

Available criteria operators:

{| class="wikitable"
! Operator
! Meaning
|-
| =
| Equals
|-
| <>
| Does not equal
|-
| >
| Greater than
|-
| >=
| Greater than or equal to
|-
| <
| Less than
|-
| <=
| Less than or equal to
|-
| contains
| Text contains the value entered
|-
| starts with
| Text starts with the value entered
|-
| is blank
| Field is blank
|-
| is not blank
| Field is not blank
|}

== Automatic Refreshes ==
The Home Screen refreshes periodically while it is open. It does not refresh while you are editing a field, while the customization panel is open, or while the browser tab is hidden.

New internal message checks only happen while you are on the Home page.

<<page updated 2026-06-23 @ 14:14>>
[[File:Screenshot 2026-06-23 at 2.14.49 PM.png|400px]]

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2026-06-23T19:15:03Z

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Web:Home Screen

2026-06-22T23:26:28Z

Jspenceratty:

Office 365 Calendar Sync - Administrative Setup

2026-05-27T15:06:55Z

Jspenceratty: /* D. Add Microsoft Graph Permissions */

Office 365 Calendar Sync - Administrative Setup

2026-05-26T13:39:07Z

Jspenceratty: /* D. Add Microsoft Graph Permissions */

Office 365 Calendar Sync - Administrative Setup

2026-05-21T20:55:19Z

Jspenceratty:

Office 365 Calendar Sync - General Use

2026-05-21T20:51:52Z

Jspenceratty: /* Accept Delete */

= Microsoft Outlook Calendar Sync - User Instructions =

== Opening the Calendar Sync Screen ==

# In Prime, go to '''Search'''.
# Choose '''Custom Search'''.
# Click the '''Microsoft Outlook Calendar Sync''' button.

This opens the Microsoft 365 / Outlook Calendar Sync screen.

= Important Privacy Warning =

'''Be careful when enabling Outlook to Prime sync.'''

If you turn on '''Outlook to Prime''', events from your Microsoft Outlook calendar may be copied into Prime. Depending on your organization's Prime permissions, calendar entries imported into Prime may be viewable by other Prime users, supervisors, administrators, or staff who have access to calendar screens, reports, or related records.

'''Do not enable Outlook to Prime sync if your Outlook calendar contains private or personal information that should not appear in Prime.'''

Examples may include:

* Personal medical appointments
* Family events
* Private reminders
* Confidential organization meetings
* Events not intended for Prime users to see

If you only want Prime calendar items to appear in Outlook, use '''Prime to Outlook''' only.

= Screen Overview =

The Microsoft Outlook Calendar Sync screen shows your current Microsoft 365 calendar connection and sync settings.

== Status Fields ==

=== Prime Staff SNUM ===

Shows your current Prime staff number.

=== Connection Status ===

Shows whether your Prime account is connected to Microsoft 365.

Common values include:

<pre>
Not signed in to Microsoft 365 from Prime.
Connected / enabled
Connected / disabled
</pre>

=== Calendar Sync Enabled ===

Shows whether calendar sync is currently enabled for your Prime user account.

=== Deleted Items Pending Review ===

Shows how many Outlook-deleted calendar items are waiting for you to review in Prime.

=== Prime to Outlook ===

Shows whether Prime is allowed to send calendar items to Outlook.

If this is turned on:

<pre>
Prime calendar entries can be created, updated, or deleted in Outlook.
</pre>

=== Outlook to Prime ===

Shows whether Outlook is allowed to send calendar items into Prime.

If this is turned on:

<pre>
Outlook calendar entries can be imported or updated in Prime.
Outlook-deleted items may appear in Prime's deletion review list.
</pre>

'''Privacy warning:''' Only turn this on if Outlook calendar items are appropriate to appear in Prime.

=== Last Successful Sync ===

Shows the last time a sync completed successfully.

=== Last Sync Attempt ===

Shows the last time Prime attempted to run calendar sync.

=== Microsoft Account Connection ===

Shows the Microsoft account currently connected to Prime.

This may include:

* Display Name
* User Principal Name
* Mail

Make sure this is your correct Microsoft 365 account.

=== Last Sync Message / Error ===

Shows the most recent sync message or error.

If sync fails, support staff may ask you to provide this message.

= Buttons and What They Do =

== Sign in / Reconnect ==

Use this button to connect your Prime account to Microsoft 365.

Click this button when:

* You are setting up calendar sync for the first time.
* Your Microsoft password changed.
* Your Microsoft connection stopped working.
* You connected the wrong Microsoft account.
* Support staff asks you to reconnect.

After clicking the button, a Microsoft sign-in window opens. Sign in using the Microsoft 365 account that belongs to you.

'''Important:''' Do not sign in with another user's Microsoft account.

== Test Connection ==

Checks whether Prime can still connect to your Microsoft 365 account.

Use this after signing in or reconnecting.

If the test succeeds, your Microsoft connection is working.

If the test fails, try '''Sign in / Reconnect'''.

== Sync Now ==

Runs calendar sync for your account.

The exact sync behavior depends on your direction settings:

<pre>
Prime to Outlook = On
Prime sends calendar entries to Outlook.

Outlook to Prime = On
Outlook sends calendar entries to Prime.

Both directions = On
Prime and Outlook sync both ways.

Both directions = Off
No calendar sync occurs.
</pre>

This is the normal button users should press when they want to sync their calendar.

== Review Deleted Items ==

Opens the Outlook Deleted Calendar Review screen.

Use this when the screen shows one or more deleted items pending review.

This happens when an event that Prime knows about was deleted from Outlook.

Prime does not automatically delete the Prime calendar item. Instead, Prime asks you what should happen.

The review screen may allow options such as:

<pre>
Recreate in Outlook
Keep Prime Only
Accept Delete
</pre>

=== Recreate in Outlook ===

Use this if the item should still exist in Outlook.

Prime keeps the Prime calendar item and creates a new Outlook event.

=== Keep Prime Only ===

Use this if the item should remain in Prime but should no longer sync to Outlook.

=== Accept Delete ===

Use this only if the Prime calendar item should also be deleted.

'''Be careful with Accept Delete.''' This will remove the calendar entry from Prime.

== Enable My Sync ==

Turns calendar sync on for your Prime user account.

If both sync directions are off, enabling sync may turn on both directions by default, depending on your organization's setup.

After enabling sync, review the direction settings:

<pre>
Prime to Outlook
Outlook to Prime
</pre>

Make sure they are set the way you want.

== Disable My Sync ==

Turns calendar sync off for your Prime user account.

Use this if you do not want Prime and Outlook to sync.

When sync is disabled:

* Prime will not send calendar items to Outlook.
* Outlook will not send calendar items to Prime.
* Sync Now will not perform calendar syncing for your account.

== Turn Prime to Outlook On / Off ==

Controls whether Prime is allowed to send calendar entries to Outlook.

When '''Prime to Outlook''' is on:

* New Prime calendar entries can be created in Outlook.
* Changes made in Prime can update Outlook.
* Calendar items deleted in Prime can be deleted from Outlook.

When '''Prime to Outlook''' is off:

* Prime will not send calendar changes to Outlook.

Use this option if you want Prime to be the source calendar and Outlook to receive Prime calendar items.

== Turn Outlook to Prime On / Off ==

Controls whether Outlook is allowed to send calendar entries to Prime.

When '''Outlook to Prime''' is on:

* New Outlook events can be copied into Prime.
* Outlook event changes can update Prime calendar entries.
* Outlook-deleted events may appear in Prime's deleted-item review list.

When '''Outlook to Prime''' is off:

* Outlook events will not be imported into Prime.
* Outlook changes will not update Prime.
* Outlook deletions will not be brought into Prime for review.

'''Privacy warning:''' If your Outlook calendar contains private or personal items, do not turn on Outlook to Prime unless those items are appropriate to appear in Prime.

== Refresh Status ==

Refreshes the information shown on the screen.

Use this after making changes or after completing a sync.

== Close ==

Closes the Microsoft Outlook Calendar Sync screen.

= Recommended Setup Choices =

== Option 1: Prime to Outlook Only ==

Use this if you want Prime calendar items to appear in Outlook, but you do not want Outlook items imported into Prime.

Settings:

<pre>
Prime to Outlook: On
Outlook to Prime: Off
</pre>

This is the safest option if your Outlook calendar contains private information.

== Option 2: Outlook to Prime Only ==

Use this if you want Outlook events copied into Prime, but you do not want Prime calendar changes sent back to Outlook.

Settings:

<pre>
Prime to Outlook: Off
Outlook to Prime: On
</pre>

Use this carefully because Outlook events may become visible in Prime.

== Option 3: Two-Way Sync ==

Use this if you want Prime and Outlook to keep each other updated.

Settings:

<pre>
Prime to Outlook: On
Outlook to Prime: On
</pre>

This is the most complete sync option, but users should be careful not to edit the same calendar item in both systems at the same time before syncing.

== Option 4: Sync Disabled ==

Use this if you do not want calendar sync for your account.

Settings:

<pre>
Calendar Sync Enabled: No
</pre>

= First-Time User Setup =

# Open '''Search'''.
# Choose '''Custom Search'''.
# Click '''Microsoft Outlook Calendar Sync'''.
# Click '''Sign in / Reconnect'''.
# Sign in using your Microsoft 365 account.
# Return to Prime.
# Click '''Test Connection'''.
# Confirm that the connection works.
# Choose your sync direction:
#* Turn '''Prime to Outlook''' on or off.
#* Turn '''Outlook to Prime''' on or off.
# Click '''Enable My Sync''' if sync is not already enabled.
# Click '''Sync Now'''.

= Normal Daily Use =

To sync your calendar:

# Open '''Search'''.
# Choose '''Custom Search'''.
# Click '''Microsoft Outlook Calendar Sync'''.
# Review your settings.
# Click '''Sync Now'''.
# Wait for sync to complete.
# If deleted items are pending review, click '''Review Deleted Items'''.

= What Happens During Sync =

Depending on your settings, Prime may:

* Send Prime calendar entries to Outlook.
* Update Outlook when Prime calendar entries change.
* Delete Outlook events when the matching Prime calendar entry is deleted.
* Import Outlook events into Prime.
* Update Prime calendar entries when Outlook events change.
* Mark Outlook-deleted events for review instead of automatically deleting Prime calendar entries.

= Recurring Outlook Events =

Recurring Outlook events are handled as individual calendar entries in Prime.

For example, if Outlook has a daily recurring event for three days, Prime may show three separate calendar entries.

Prime does not currently edit the Outlook recurrence pattern itself.

= Private Outlook Events =

If Outlook to Prime sync is enabled, Outlook events may be imported into Prime.

Private or confidential information in Outlook may become visible in Prime depending on your organization's Prime permissions.

If you are unsure whether Outlook events should be visible in Prime, use:

<pre>
Prime to Outlook: On
Outlook to Prime: Off
</pre>

or ask your supervisor or administrator before enabling Outlook to Prime sync.

= Troubleshooting =

== Sync does not run ==

Check:

* Are you signed in to Microsoft 365?
* Is Calendar Sync Enabled?
* Is at least one sync direction turned on?
* Does Test Connection work?

== Outlook events are not appearing in Prime ==

Check:

<pre>
Outlook to Prime = On
Calendar Sync Enabled = Yes
</pre>

Also make sure the event is within the organization's sync date range.

== Prime events are not appearing in Outlook ==

Check:

<pre>
Prime to Outlook = On
Calendar Sync Enabled = Yes
</pre>

Also make sure the Prime calendar item belongs to your staff account.

== Deleted Outlook item keeps showing for review ==

Open '''Review Deleted Items''' and choose the correct action:

<pre>
Recreate in Outlook
Keep Prime Only
Accept Delete
</pre>

== Wrong Microsoft account is connected ==

Click:

<pre>
Sign in / Reconnect
</pre>

and sign in with the correct Microsoft 365 account.

== Error message appears ==

Write down or copy:

* The error message
* The date and time
* The calendar item involved
* Whether the item was changed in Prime or Outlook

Then contact support.

= Best Practices =

* Sync after making calendar changes.
* Avoid editing the same calendar item in both Prime and Outlook before syncing.
* Review deleted Outlook items regularly.
* Be cautious before enabling Outlook to Prime sync.
* Do not connect another person's Microsoft account to your Prime login.
* If your Microsoft account changes, use Sign in / Reconnect.

Office 365 Calendar Sync - General Use

2026-05-21T20:32:19Z

Jspenceratty: Created page with "= Microsoft Outlook Calendar Sync - User Instructions = == Opening the Calendar Sync Screen == # In Prime, go to '''Search'''. # Choose '''Custom Search'''. # Click the '''Microsoft Outlook Calendar Sync''' button. This opens the Microsoft 365 / Outlook Calendar Sync screen. = Important Privacy Warning = '''Be careful when enabling Outlook to Prime sync.''' If you turn on '''Outlook to Prime''', events from your Microsoft Outlook calendar may be copied into Prime...."

= Microsoft Outlook Calendar Sync - User Instructions =

== Opening the Calendar Sync Screen ==

# In Prime, go to '''Search'''.
# Choose '''Custom Search'''.
# Click the '''Microsoft Outlook Calendar Sync''' button.

This opens the Microsoft 365 / Outlook Calendar Sync screen.

= Important Privacy Warning =

'''Be careful when enabling Outlook to Prime sync.'''

If you turn on '''Outlook to Prime''', events from your Microsoft Outlook calendar may be copied into Prime. Depending on your organization's Prime permissions, calendar entries imported into Prime may be viewable by other Prime users, supervisors, administrators, or staff who have access to calendar screens, reports, or related records.

'''Do not enable Outlook to Prime sync if your Outlook calendar contains private or personal information that should not appear in Prime.'''

Examples may include:

* Personal medical appointments
* Family events
* Private reminders
* Confidential organization meetings
* Events not intended for Prime users to see

If you only want Prime calendar items to appear in Outlook, use '''Prime to Outlook''' only.

= Screen Overview =

The Microsoft Outlook Calendar Sync screen shows your current Microsoft 365 calendar connection and sync settings.

== Status Fields ==

=== Prime Staff SNUM ===

Shows your current Prime staff number.

=== Connection Status ===

Shows whether your Prime account is connected to Microsoft 365.

Common values include:

<pre>
Not signed in to Microsoft 365 from Prime.
Connected / enabled
Connected / disabled
</pre>

=== Calendar Sync Enabled ===

Shows whether calendar sync is currently enabled for your Prime user account.

=== Deleted Items Pending Review ===

Shows how many Outlook-deleted calendar items are waiting for you to review in Prime.

=== Prime to Outlook ===

Shows whether Prime is allowed to send calendar items to Outlook.

If this is turned on:

<pre>
Prime calendar entries can be created, updated, or deleted in Outlook.
</pre>

=== Outlook to Prime ===

Shows whether Outlook is allowed to send calendar items into Prime.

If this is turned on:

<pre>
Outlook calendar entries can be imported or updated in Prime.
Outlook-deleted items may appear in Prime's deletion review list.
</pre>

'''Privacy warning:''' Only turn this on if Outlook calendar items are appropriate to appear in Prime.

=== Last Successful Sync ===

Shows the last time a sync completed successfully.

=== Last Sync Attempt ===

Shows the last time Prime attempted to run calendar sync.

=== Microsoft Account Connection ===

Shows the Microsoft account currently connected to Prime.

This may include:

* Display Name
* User Principal Name
* Mail

Make sure this is your correct Microsoft 365 account.

=== Last Sync Message / Error ===

Shows the most recent sync message or error.

If sync fails, support staff may ask you to provide this message.

= Buttons and What They Do =

== Sign in / Reconnect ==

Use this button to connect your Prime account to Microsoft 365.

Click this button when:

* You are setting up calendar sync for the first time.
* Your Microsoft password changed.
* Your Microsoft connection stopped working.
* You connected the wrong Microsoft account.
* Support staff asks you to reconnect.

After clicking the button, a Microsoft sign-in window opens. Sign in using the Microsoft 365 account that belongs to you.

'''Important:''' Do not sign in with another user's Microsoft account.

== Test Connection ==

Checks whether Prime can still connect to your Microsoft 365 account.

Use this after signing in or reconnecting.

If the test succeeds, your Microsoft connection is working.

If the test fails, try '''Sign in / Reconnect'''.

== Sync Now ==

Runs calendar sync for your account.

The exact sync behavior depends on your direction settings:

<pre>
Prime to Outlook = On
Prime sends calendar entries to Outlook.

Outlook to Prime = On
Outlook sends calendar entries to Prime.

Both directions = On
Prime and Outlook sync both ways.

Both directions = Off
No calendar sync occurs.
</pre>

This is the normal button users should press when they want to sync their calendar.

== Review Deleted Items ==

Opens the Outlook Deleted Calendar Review screen.

Use this when the screen shows one or more deleted items pending review.

This happens when an event that Prime knows about was deleted from Outlook.

Prime does not automatically delete the Prime calendar item. Instead, Prime asks you what should happen.

The review screen may allow options such as:

<pre>
Recreate in Outlook
Keep Prime Only
Accept Delete
</pre>

=== Recreate in Outlook ===

Use this if the item should still exist in Outlook.

Prime keeps the Prime calendar item and creates a new Outlook event.

=== Keep Prime Only ===

Use this if the item should remain in Prime but should no longer sync to Outlook.

=== Accept Delete ===

Use this only if the Prime calendar item should also be deleted.

'''Be careful with Accept Delete.''' This may remove the calendar entry from Prime.

== Enable My Sync ==

Turns calendar sync on for your Prime user account.

If both sync directions are off, enabling sync may turn on both directions by default, depending on your organization's setup.

After enabling sync, review the direction settings:

<pre>
Prime to Outlook
Outlook to Prime
</pre>

Make sure they are set the way you want.

== Disable My Sync ==

Turns calendar sync off for your Prime user account.

Use this if you do not want Prime and Outlook to sync.

When sync is disabled:

* Prime will not send calendar items to Outlook.
* Outlook will not send calendar items to Prime.
* Sync Now will not perform calendar syncing for your account.

== Turn Prime to Outlook On / Off ==

Controls whether Prime is allowed to send calendar entries to Outlook.

When '''Prime to Outlook''' is on:

* New Prime calendar entries can be created in Outlook.
* Changes made in Prime can update Outlook.
* Calendar items deleted in Prime can be deleted from Outlook.

When '''Prime to Outlook''' is off:

* Prime will not send calendar changes to Outlook.

Use this option if you want Prime to be the source calendar and Outlook to receive Prime calendar items.

== Turn Outlook to Prime On / Off ==

Controls whether Outlook is allowed to send calendar entries to Prime.

When '''Outlook to Prime''' is on:

* New Outlook events can be copied into Prime.
* Outlook event changes can update Prime calendar entries.
* Outlook-deleted events may appear in Prime's deleted-item review list.

When '''Outlook to Prime''' is off:

* Outlook events will not be imported into Prime.
* Outlook changes will not update Prime.
* Outlook deletions will not be brought into Prime for review.

'''Privacy warning:''' If your Outlook calendar contains private or personal items, do not turn on Outlook to Prime unless those items are appropriate to appear in Prime.

== Refresh Status ==

Refreshes the information shown on the screen.

Use this after making changes or after completing a sync.

== Close ==

Closes the Microsoft Outlook Calendar Sync screen.

= Recommended Setup Choices =

== Option 1: Prime to Outlook Only ==

Use this if you want Prime calendar items to appear in Outlook, but you do not want Outlook items imported into Prime.

Settings:

<pre>
Prime to Outlook: On
Outlook to Prime: Off
</pre>

This is the safest option if your Outlook calendar contains private information.

== Option 2: Outlook to Prime Only ==

Use this if you want Outlook events copied into Prime, but you do not want Prime calendar changes sent back to Outlook.

Settings:

<pre>
Prime to Outlook: Off
Outlook to Prime: On
</pre>

Use this carefully because Outlook events may become visible in Prime.

== Option 3: Two-Way Sync ==

Use this if you want Prime and Outlook to keep each other updated.

Settings:

<pre>
Prime to Outlook: On
Outlook to Prime: On
</pre>

This is the most complete sync option, but users should be careful not to edit the same calendar item in both systems at the same time before syncing.

== Option 4: Sync Disabled ==

Use this if you do not want calendar sync for your account.

Settings:

<pre>
Calendar Sync Enabled: No
</pre>

= First-Time User Setup =

# Open '''Search'''.
# Choose '''Custom Search'''.
# Click '''Microsoft Outlook Calendar Sync'''.
# Click '''Sign in / Reconnect'''.
# Sign in using your Microsoft 365 account.
# Return to Prime.
# Click '''Test Connection'''.
# Confirm that the connection works.
# Choose your sync direction:
#* Turn '''Prime to Outlook''' on or off.
#* Turn '''Outlook to Prime''' on or off.
# Click '''Enable My Sync''' if sync is not already enabled.
# Click '''Sync Now'''.

= Normal Daily Use =

To sync your calendar:

# Open '''Search'''.
# Choose '''Custom Search'''.
# Click '''Microsoft Outlook Calendar Sync'''.
# Review your settings.
# Click '''Sync Now'''.
# Wait for sync to complete.
# If deleted items are pending review, click '''Review Deleted Items'''.

= What Happens During Sync =

Depending on your settings, Prime may:

* Send Prime calendar entries to Outlook.
* Update Outlook when Prime calendar entries change.
* Delete Outlook events when the matching Prime calendar entry is deleted.
* Import Outlook events into Prime.
* Update Prime calendar entries when Outlook events change.
* Mark Outlook-deleted events for review instead of automatically deleting Prime calendar entries.

= Recurring Outlook Events =

Recurring Outlook events are handled as individual calendar entries in Prime.

For example, if Outlook has a daily recurring event for three days, Prime may show three separate calendar entries.

Prime does not currently edit the Outlook recurrence pattern itself.

= Private Outlook Events =

If Outlook to Prime sync is enabled, Outlook events may be imported into Prime.

Private or confidential information in Outlook may become visible in Prime depending on your organization's Prime permissions.

If you are unsure whether Outlook events should be visible in Prime, use:

<pre>
Prime to Outlook: On
Outlook to Prime: Off
</pre>

or ask your supervisor or administrator before enabling Outlook to Prime sync.

= Troubleshooting =

== Sync does not run ==

Check:

* Are you signed in to Microsoft 365?
* Is Calendar Sync Enabled?
* Is at least one sync direction turned on?
* Does Test Connection work?

== Outlook events are not appearing in Prime ==

Check:

<pre>
Outlook to Prime = On
Calendar Sync Enabled = Yes
</pre>

Also make sure the event is within the organization's sync date range.

== Prime events are not appearing in Outlook ==

Check:

<pre>
Prime to Outlook = On
Calendar Sync Enabled = Yes
</pre>

Also make sure the Prime calendar item belongs to your staff account.

== Deleted Outlook item keeps showing for review ==

Open '''Review Deleted Items''' and choose the correct action:

<pre>
Recreate in Outlook
Keep Prime Only
Accept Delete
</pre>

== Wrong Microsoft account is connected ==

Click:

<pre>
Sign in / Reconnect
</pre>

and sign in with the correct Microsoft 365 account.

== Error message appears ==

Write down or copy:

* The error message
* The date and time
* The calendar item involved
* Whether the item was changed in Prime or Outlook

Then contact support.

= Best Practices =

* Sync after making calendar changes.
* Avoid editing the same calendar item in both Prime and Outlook before syncing.
* Review deleted Outlook items regularly.
* Be cautious before enabling Outlook to Prime sync.
* Do not connect another person's Microsoft account to your Prime login.
* If your Microsoft account changes, use Sign in / Reconnect.

Advanced Features

2026-05-21T20:31:59Z

Jspenceratty:

[[Smart Duplication]]

[[Master Case Use]]

[[Special Programs]]

[[Funding Code Analyzer]]

[[Interview System]]

[[Project Management]]

[[Document Tracking/Management]]

[[Auto Archive to Document Tracking]] <Version 16.4.02 Update>

[[Finance]]

[[Email]]

[[Calculated Fields]]

[[Automatic Backup of Deleted Records]]

[[Online Application System]]

[[Texting Using Prime 16]]

[[Web Based Optional Programs]]

[[Office 365 Calendar Sync Archived | Office 365 Calendar Sync <Archived>]]

[[Office 365 Email Staff Use | Office 365 Email Staff Use <12/9/2022> <5/13/2024>]]

[[USPS API Address Checker | USPS API Address Checker <3/24/2025>]]

[[Office 365 Calendar Sync - Administrative Setup | Office 365 Calendar Sync - Administrative Setup <05/20/2026>]]

[[Office 365 Calendar Sync - General Use | Office 365 Calendar Sync - General Use <05/20/2026>]]

Advanced Features

2026-05-21T20:31:29Z

Jspenceratty:

Advanced Features

2026-05-21T20:31:02Z

Jspenceratty:

Office 365 Calendar Sync - Administrative Setup

2026-05-21T20:30:32Z

Jspenceratty: Jspenceratty moved page Office 365 Calendar Sync to Office 365 Calendar Sync - Administrative Setup without leaving a redirect

Advanced Features

2026-05-21T20:18:06Z

Jspenceratty:

Office 365 Calendar Sync Archived

2026-05-21T20:17:36Z

Jspenceratty:

- Note: This page is archived. Newer Microsoft Exchange calendar sync systems are now in place

Prime 16 utilizes technologies made available through Office 365 (O365) to provide users with the ability to synchronize their Prime and O365 calendars. This new sync is very easy to use in Prime.

Setup for individual staff members is very easy. Within the staff member forms, go to the Calendar Setup tab. Insert the appropriate path to the Office 365 website (shown as https://outlook.office365.com in the example below) and the O365 username (shown as test@kempscaseworks.onmicrosoft.com). To test that the entries are valid, click the test button and, when prompted, enter the user’s O365 password.

[[File:Screen Shot 2019-08-21 at 11.17.37 AM.png|400px]]

The system will use the entries to attempt to contact the O365 system and test the username and passwords entered. If Prime believes the settings are correct, a message is shown indicating the test seemed to work.

[[File:CalSync2.png|400px]]

A failure results in a failure message:

[[File:CalSync3.png|400px]]

Set the time zone for the staff person using the dropdown list. Determine the method of synchronization desired. For example, if the staff person wants to sync from O365 to Prime, and from Prime to O365, check both boxes. If the staff person only wants to sync from O365 to Prime, select that single box. If the staff person only wants to sync from Prime to O365, select that single box.

Syncing only one way (i.e., choosing only one checkbox) will result in inconsistent entries in both calendars. For example, when syncing only from Prime to O365, entries in Prime will be reflected in the O365 calendar. Changes to those entries will also be reflected in the O365 calendar. New entries or changes to the O365 calendar will not change any entries in Prime.

The first two times a user synchronizes their calendar will take longer than successive syncs. The reason for that is the initial syncs require getting all entries from both calendars and making sure they are copied to the other calendar. Because entries are not yet tied to one another, entries in the calendars may appear to duplicate.

To illustrate, before synchronization, a staff member would enter a calendar item in Prime, and then enter that same item in O365. Neither O365 nor Prime associate those entries as the same entry. Rather, each entry is treated as unique. When a sync is performed, the calendar item in Prime is added to the O365 calendar. The O365 item is added to Prime. Those entries may be for the same event, but O365 and Prime do not know that.

After the initial synchronization, new entries in either calendar should not appear to “duplicate” in the other calendar. Each entry, when synched, has its own unique identifier that each calendar understands. When a change is made in one location, the same change is made in the other using those unique identifiers.

After the first two syncs, synchronization should be much faster. Since only changes on either side are transferred, there will be much less to copy. The first couple of syncs should be made using the O365 Sync Start Page. This page is accessed using the top-line menu bar and going to SearchCustom Search and clicking on the Exchange Sync button:

[[File:Screen Shot 2019-08-21 at 11.19.15 AM.png|400px]]

A user may press the “Open O365 Sync Details” button to get to the original setup page. Pressing the “Sync” button will start the synchronization process. The user is prompted for his password. [Note: The sync is only performed for the user who is currently logged into Prime.] The system, depending on the settings made for the user, will then sync to and from O365/Prime.

As the synchronization progresses, updates are shown on this page, including the total number of items to synchronize, and how many are complete. Finally, the starting and ending times for the sync are displayed.

After the initial synchronization is performed by the user, and when exiting the system using the Exit menu option, a user will be asked whether he wants to perform a calendar sync. Answering “Yes” will initiate the calendar sync before exiting the system.

[[File:CalSync5.png|400px]]

Answering “No” will avoid a calendar sync. Finally, clicking “Cancel” will indicate the user never wants to be asked again and effectively disables calendar syncing.

[Some limitations exist on syncing. Old entries are ignored. Only entries within the last few days and into the future are synced. Changes to old entries are also ignored. This helps improve the speed of syncing and limits bandwidth use. Additionally, because Prime is a standalone product, it is not a true “calendar client”. Moving O365 calendars or resetting the sync settings in Prime will cause all items to be synced and (potentially) duplicated. Synchronization only takes place when Prime is running and synchronization is triggered.]

The start and stop time in Prime and O365 are copied between calendars. Additionally, the “Note” in Prime is used as the title in the O365 entry and vice versa.

=Two Factor Authentication=
For O365 accounts that have two factor authentication (2FA) enabled on the account, you may have to set and use an application specific password to bypass the 2FA.

Advanced Features

2026-05-21T20:16:39Z

Jspenceratty:

Office 365 Calendar Sync Archived

2026-05-21T20:15:40Z

Jspenceratty: Created page with "Prime 16 utilizes technologies made available through Office 365 (O365) to provide users with the ability to synchronize their Prime and O365 calendars. This new sync is very easy to use in Prime. Setup for individual staff members is very easy. Within the staff member forms, go to the Calendar Setup tab. Insert the appropriate path to the Office 365 website (shown as https://outlook.office365.com in the example below) and the O365 username (shown as test@kempscase..."

Prime 16 utilizes technologies made available through Office 365 (O365) to provide users with the ability to synchronize their Prime and O365 calendars. This new sync is very easy to use in Prime.

Setup for individual staff members is very easy. Within the staff member forms, go to the Calendar Setup tab. Insert the appropriate path to the Office 365 website (shown as https://outlook.office365.com in the example below) and the O365 username (shown as test@kempscaseworks.onmicrosoft.com). To test that the entries are valid, click the test button and, when prompted, enter the user’s O365 password.

[[File:Screen Shot 2019-08-21 at 11.17.37 AM.png|400px]]

The system will use the entries to attempt to contact the O365 system and test the username and passwords entered. If Prime believes the settings are correct, a message is shown indicating the test seemed to work.

[[File:CalSync2.png|400px]]

A failure results in a failure message:

[[File:CalSync3.png|400px]]

Set the time zone for the staff person using the dropdown list. Determine the method of synchronization desired. For example, if the staff person wants to sync from O365 to Prime, and from Prime to O365, check both boxes. If the staff person only wants to sync from O365 to Prime, select that single box. If the staff person only wants to sync from Prime to O365, select that single box.

Syncing only one way (i.e., choosing only one checkbox) will result in inconsistent entries in both calendars. For example, when syncing only from Prime to O365, entries in Prime will be reflected in the O365 calendar. Changes to those entries will also be reflected in the O365 calendar. New entries or changes to the O365 calendar will not change any entries in Prime.

The first two times a user synchronizes their calendar will take longer than successive syncs. The reason for that is the initial syncs require getting all entries from both calendars and making sure they are copied to the other calendar. Because entries are not yet tied to one another, entries in the calendars may appear to duplicate.

To illustrate, before synchronization, a staff member would enter a calendar item in Prime, and then enter that same item in O365. Neither O365 nor Prime associate those entries as the same entry. Rather, each entry is treated as unique. When a sync is performed, the calendar item in Prime is added to the O365 calendar. The O365 item is added to Prime. Those entries may be for the same event, but O365 and Prime do not know that.

After the initial synchronization, new entries in either calendar should not appear to “duplicate” in the other calendar. Each entry, when synched, has its own unique identifier that each calendar understands. When a change is made in one location, the same change is made in the other using those unique identifiers.

After the first two syncs, synchronization should be much faster. Since only changes on either side are transferred, there will be much less to copy. The first couple of syncs should be made using the O365 Sync Start Page. This page is accessed using the top-line menu bar and going to SearchCustom Search and clicking on the Exchange Sync button:

[[File:Screen Shot 2019-08-21 at 11.19.15 AM.png|400px]]

A user may press the “Open O365 Sync Details” button to get to the original setup page. Pressing the “Sync” button will start the synchronization process. The user is prompted for his password. [Note: The sync is only performed for the user who is currently logged into Prime.] The system, depending on the settings made for the user, will then sync to and from O365/Prime.

As the synchronization progresses, updates are shown on this page, including the total number of items to synchronize, and how many are complete. Finally, the starting and ending times for the sync are displayed.

After the initial synchronization is performed by the user, and when exiting the system using the Exit menu option, a user will be asked whether he wants to perform a calendar sync. Answering “Yes” will initiate the calendar sync before exiting the system.

[[File:CalSync5.png|400px]]

Answering “No” will avoid a calendar sync. Finally, clicking “Cancel” will indicate the user never wants to be asked again and effectively disables calendar syncing.

[Some limitations exist on syncing. Old entries are ignored. Only entries within the last few days and into the future are synced. Changes to old entries are also ignored. This helps improve the speed of syncing and limits bandwidth use. Additionally, because Prime is a standalone product, it is not a true “calendar client”. Moving O365 calendars or resetting the sync settings in Prime will cause all items to be synced and (potentially) duplicated. Synchronization only takes place when Prime is running and synchronization is triggered.]

The start and stop time in Prime and O365 are copied between calendars. Additionally, the “Note” in Prime is used as the title in the O365 entry and vice versa.

=Two Factor Authentication=
For O365 accounts that have two factor authentication (2FA) enabled on the account, you may have to set and use an application specific password to bypass the 2FA.

Advanced Features

2026-05-21T20:15:16Z

Jspenceratty:

[[Smart Duplication]]

[[Master Case Use]]

[[Special Programs]]

[[Funding Code Analyzer]]

[[Interview System]]

[[Project Management]]

[[Document Tracking/Management]]

[[Auto Archive to Document Tracking]] <Version 16.4.02 Update>

[[Finance]]

[[Email]]

[[Calculated Fields]]

[[Automatic Backup of Deleted Records]]

[[Online Application System]]

[[Texting Using Prime 16]]

[[Web Based Optional Programs]]

[[Office 365 Email Staff Use | Office 365 Email Staff Use <12/9/2022> <5/13/2024>]]

[[USPS API Address Checker | USPS API Address Checker <3/24/2025>]]

[[Office 365 Calendar Sync Archived | Office 365 Calendar Sync <Archived>]]

[[Office 365 Calendar Sync | Office 365 Calendar Sync UPDATED <05/20/2026>]]

Advanced Features

2026-05-21T20:15:00Z

Jspenceratty:

[[Smart Duplication]]

[[Master Case Use]]

[[Special Programs]]

[[Funding Code Analyzer]]

[[Interview System]]

[[Project Management]]

[[Document Tracking/Management]]

[[Auto Archive to Document Tracking]] <Version 16.4.02 Update>

[[Finance]]

[[Email]]

[[Calculated Fields]]

[[Automatic Backup of Deleted Records]]

[[Online Application System]]

[[Texting Using Prime 16]]

[[Web Based Optional Programs]]

[[Office 365 Email Staff Use | Office 365 Email Staff Use <12/9/2022> <5/13/2024>]]

[[USPS API Address Checker | USPS API Address Checker <3/24/2025>]]

[[Office 365 Calendar Sync <Archived> | Office 365 Calendar Sync <Archived>]]

[[Office 365 Calendar Sync | Office 365 Calendar Sync UPDATED <05/20/2026>]]

Advanced Features

2026-05-21T20:14:04Z

Jspenceratty:

[[Smart Duplication]]

[[Master Case Use]]

[[Special Programs]]

[[Funding Code Analyzer]]

[[Interview System]]

[[Project Management]]

[[Document Tracking/Management]]

[[Auto Archive to Document Tracking]] <Version 16.4.02 Update>

[[Finance]]

[[Email]]

[[Calculated Fields]]

[[Automatic Backup of Deleted Records]]

[[Online Application System]]

[[Texting Using Prime 16]]

[[Web Based Optional Programs]]

[[Office 365 Email Staff Use | Office 365 Email Staff Use <12/9/2022> <5/13/2024>]]

[[USPS API Address Checker | USPS API Address Checker <3/24/2025>]]

[[Office 365 Calendar Sync Archived <OLD> | Office 365 Calendar Sync Archived <OLD>]]

[[Office 365 Calendar Sync | Office 365 Calendar Sync UPDATED <05/20/2026>]]

Office 365 Calendar Sync - Administrative Setup

2026-05-21T20:11:10Z

Jspenceratty:

Office 365 Calendar Sync - Administrative Setup

2026-05-21T20:10:25Z

Jspenceratty: /* 3. Per-User Setup in Prime */

Office 365 Calendar Sync - Administrative Setup

2026-05-21T20:10:05Z

Jspenceratty: /* Support Checklist */

Office 365 Calendar Sync - Administrative Setup

2026-05-21T20:09:56Z

Jspenceratty: /* Best Practices */

Office 365 Calendar Sync - Administrative Setup

2026-05-21T20:09:45Z

Jspenceratty: /* Troubleshooting */

Office 365 Calendar Sync - Administrative Setup

2026-05-21T20:09:34Z

Jspenceratty: /* Private Outlook Events */

Office 365 Calendar Sync - Administrative Setup

2026-05-21T20:09:26Z

Jspenceratty: /* Recurring Outlook Events */

Office 365 Calendar Sync - Administrative Setup

2026-05-21T20:09:18Z

Jspenceratty: /* What Happens During Sync */

Office 365 Calendar Sync - Administrative Setup

2026-05-21T20:09:09Z

Jspenceratty: /* Normal Daily Use */

Office 365 Calendar Sync - Administrative Setup

2026-05-21T20:08:32Z

Jspenceratty: /* First-Time User Setup */

Office 365 Calendar Sync - Administrative Setup

2026-05-21T20:08:23Z

Jspenceratty: /* Recommended Setup Choices */

Office 365 Calendar Sync - Administrative Setup

2026-05-21T20:08:13Z

Jspenceratty: /* Buttons and What They Do */

Prime 16 utilizes technologies made available through Office 365 (O365) to provide users with the ability to synchronize their Prime and O365 calendars. This new sync is very easy to use in Prime. This is the updated version as of 05/19/2026. Prior version information is below in the "Archived/old material" section.

<div class="toccolours mw-collapsible mw-collapsed" style="padding:0.5em; margin:1em 0;">
'''Admin/Setup Information''' — This information is for administration/setup use.

<div class="mw-collapsible-content">

= Prime Microsoft 365 Calendar Sync Setup Instructions =

These instructions are for organizations setting up Prime calendar sync with Microsoft 365 / Outlook. Each organization should create its own Microsoft Entra application registration in its own Microsoft tenant.

== 1. Setup ==

=== A. Microsoft 365 / Entra Administrator Setup ===

The organization's Microsoft 365 administrator must create an app registration in Microsoft Entra. This allows Prime to connect each Prime user to that user's Microsoft 365 Outlook calendar.

# Sign in to the Microsoft Entra admin center. https://entra.microsoft.com
# Go to:
#: <pre>Entra ID → App registrations</pre>
# Choose:
#: <pre>New registration</pre>
# Enter a name such as:
#: <pre>Prime Access Calendar Sync</pre>
# For supported account types, choose:
#: <pre>Single tenant only - <your domain name></pre>
#: This means the app is only for your organization's Microsoft tenant.
# Create the app registration by clicking "Register"
# After the app is created, copy these two values:
#:<pre>Application (client) ID and Directory (tenant) ID</pre>
# These will be entered into Prime.

=== B. Configure the Redirect URI ===

In the app registration, go to:

<pre>Authentication</pre>

Click "Add Redirect URI" and choose:

<pre>Mobile and desktop applications</pre>

In the blank box (that may show an example entry), add this custom redirect URI exactly:

<pre>http://localhost:3017/</pre>

'''Important:''' The final slash matters!

Prime uses a desktop OAuth sign-in flow where Microsoft signs the user in through the browser and redirects back to a local listener on the user's workstation.

=== C. Enable Public Client Flow ===

Still under the app registration's '''Authentication''' page, in the ''Settings'' section, enable:

<pre>Allow public client flows</pre>

Set it to:

<pre>Enabled</pre>

Prime is a desktop Access front end, so it should be treated as a public client.

=== D. Add Microsoft Graph Permissions ===

In the app registration, go to:

<pre>API permissions</pre>

Add Microsoft Graph delegated permissions:

<pre>
User.Read
Calendars.ReadWrite
offline_access
</pre>

Prime uses delegated permissions because each Prime user signs in as themselves.

If the organization blocks user consent, an administrator may need to grant consent for the organization.

== 2. Prime Administrator Setup ==

After the Microsoft administrator creates the Entra app, open Prime and go to the calendar sync settings screen.

<pre>Admin → Custom Admin</pre>

and choose

<pre>Exchange Calendar Sync Settings</pre>

In the "Exchange Calendar Sync Admin" form, choose "Open Org Settings".

Enter the following values:

<pre>
Tenant ID: Directory (tenant) ID from Entra
Client ID: Application (client) ID from Entra
Redirect URI: <<As instructed by Kemp's Case Works staff>>
Default Time Zone: <<Select the appropriate time zone>>
</pre>

Then enable organization-level calendar sync:

<pre>Calendar Sync Enabled = Yes</pre>

Recommended sync window:

<pre>
Sync Past Days: 30
Sync Future Days: 365
</pre>

Each organization can adjust those values later.

In the "Exchange Calendar Sync Settings" page click "Save Settings" and close this form. This should put you back in the "Exchange Calendar Sync Admin" form. Click on "Refresh Status" to see the values you've entered.

===Testing Settings===
====Test Chilkat/OAuth====
In the "Exchange Calendar Sync Admin" click the "Test Chilkat/OAuth" button. This will test to ensure the underlying/background systems are in place that are necessary for the system to run.

At the bottom you should see "Chilkat.OAuth2 object created and configured success". That means the system should be ready. Click OK to close this screen and return to the "Exchange Calendar Sync Admin" screen.

====Test Sign-in / Me====
This button will test sign in with Microsoft using your Microsoft account. Be prepared to pass whatever credentials and two-factor authentication tests you may have set up with Microsoft.

When you click this button, a web browser page should appear asking you to log in. You must use your account credentials in the agency. After successful logon, you should see "OAuth2 access is granted." This informs you the Microsoft system has authenticated you and returned information that Prime can use.

Close the web browser.

You should see a "Microsoft Graph sign-in succeeded" notification together with information about your name and email account.

====Test Calendar Create/Delete====
This tests Prime's ability to create and then delete an entry in the calendar. Once again, you will be required to log on using your Organization's account. Use the web browser to enter your credentials and then close it. (It should again show the "OAuth2 access is granted" message.

You should see a note saying a test calendar event was created, together with a question of whether you want to delete it, click "Yes" to test deletion capacity.

You should see "The Outlook test event was created and deleted successfully." This indicates your setup is complete.

You can click "Close" to close the "Exchange Calendar Sync Admin" form.

</div>
</div>

<div class="toccolours mw-collapsible mw-collapsed" style="padding:0.5em; margin:1em 0;">
'''User Information''' — This information is for general users.

<div class="mw-collapsible-content">
= Recommended Setup Choices =

== Option 1: Prime to Outlook Only ==

Use this if you want Prime calendar items to appear in Outlook, but you do not want Outlook items imported into Prime.

Settings:

<pre>
Prime to Outlook: On
Outlook to Prime: Off
</pre>

This is the safest option if your Outlook calendar contains private information.

== Option 2: Outlook to Prime Only ==

Use this if you want Outlook events copied into Prime, but you do not want Prime calendar changes sent back to Outlook.

Settings:

<pre>
Prime to Outlook: Off
Outlook to Prime: On
</pre>

Use this carefully because Outlook events may become visible in Prime.

== Option 3: Two-Way Sync ==

Use this if you want Prime and Outlook to keep each other updated.

Settings:

<pre>
Prime to Outlook: On
Outlook to Prime: On
</pre>

This is the most complete sync option, but users should be careful not to edit the same calendar item in both systems at the same time before syncing.

== Option 4: Sync Disabled ==

Use this if you do not want calendar sync for your account.

Settings:

<pre>
Calendar Sync Enabled: No
</pre>

= First-Time User Setup =

# Open '''Search'''.
# Choose '''Custom Search'''.
# Click '''Microsoft Outlook Calendar Sync'''.
# Click '''Sign in / Reconnect'''.
# Sign in using your Microsoft 365 account.
# Return to Prime.
# Click '''Test Connection'''.
# Confirm that the connection works.
# Choose your sync direction:
#* Turn '''Prime to Outlook''' on or off.
#* Turn '''Outlook to Prime''' on or off.
# Click '''Enable My Sync''' if sync is not already enabled.
# Click '''Sync Now'''.

= Normal Daily Use =

To sync your calendar:

# Open '''Search'''.
# Choose '''Custom Search'''.
# Click '''Microsoft Outlook Calendar Sync'''.
# Review your settings.
# Click '''Sync Now'''.
# Wait for sync to complete.
# If deleted items are pending review, click '''Review Deleted Items'''.

= What Happens During Sync =

Depending on your settings, Prime may:

* Send Prime calendar entries to Outlook.
* Update Outlook when Prime calendar entries change.
* Delete Outlook events when the matching Prime calendar entry is deleted.
* Import Outlook events into Prime.
* Update Prime calendar entries when Outlook events change.
* Mark Outlook-deleted events for review instead of automatically deleting Prime calendar entries.

= Recurring Outlook Events =

Recurring Outlook events are handled as individual calendar entries in Prime.

For example, if Outlook has a daily recurring event for three days, Prime may show three separate calendar entries.

Prime does not currently edit the Outlook recurrence pattern itself.

= Private Outlook Events =

If Outlook to Prime sync is enabled, Outlook events may be imported into Prime.

Private or confidential information in Outlook may become visible in Prime depending on your organization's Prime permissions.

If you are unsure whether Outlook events should be visible in Prime, use:

<pre>
Prime to Outlook: On
Outlook to Prime: Off
</pre>

or ask your supervisor or administrator before enabling Outlook to Prime sync.

= Troubleshooting =

== Sync does not run ==

Check:

* Are you signed in to Microsoft 365?
* Is Calendar Sync Enabled?
* Is at least one sync direction turned on?
* Does Test Connection work?

== Outlook events are not appearing in Prime ==

Check:

<pre>
Outlook to Prime = On
Calendar Sync Enabled = Yes
</pre>

Also make sure the event is within the organization's sync date range.

== Prime events are not appearing in Outlook ==

Check:

<pre>
Prime to Outlook = On
Calendar Sync Enabled = Yes
</pre>

Also make sure the Prime calendar item belongs to your staff account.

== Deleted Outlook item keeps showing for review ==

Open '''Review Deleted Items''' and choose the correct action:

<pre>
Recreate in Outlook
Keep Prime Only
Accept Delete
</pre>

== Wrong Microsoft account is connected ==

Click:

<pre>
Sign in / Reconnect
</pre>

and sign in with the correct Microsoft 365 account.

== Error message appears ==

Write down or copy:

* The error message
* The date and time
* The calendar item involved
* Whether the item was changed in Prime or Outlook

Then contact support.

= Best Practices =

* Sync after making calendar changes.
* Avoid editing the same calendar item in both Prime and Outlook before syncing.
* Review deleted Outlook items regularly.
* Be cautious before enabling Outlook to Prime sync.
* Do not connect another person's Microsoft account to your Prime login.
* If your Microsoft account changes, use Sign in / Reconnect.

= Support Checklist =

When troubleshooting an organization, check these first:

# Entra app exists in the organization's tenant.
# Redirect URI is exactly:
#: <pre>http://localhost:3017/</pre>
# Public client flow is enabled.
# Graph delegated permissions include:
#: <pre>User.Read, Calendars.ReadWrite, offline_access</pre>
# Tenant ID and Client ID are entered correctly in Prime.
# Organization-level sync is enabled.
# Staff-level sync is enabled.
# User has successfully signed in from Prime.
# SQL tables, indexes, and triggers are installed.
# Outlook Deleted Calendar Review screen shows only the current user's review items.

= 3. Per-User Setup in Prime =

Each Prime user who wants Outlook calendar sync must complete a Microsoft sign-in.

# Log in to Prime as the user.
# Open the Microsoft 365 calendar sync setup/sign-in screen.
# Choose:
#: <pre>Sign in to Microsoft 365</pre>
# A browser window opens.
# The user signs in with their Microsoft 365 account.
# Microsoft may ask the user to consent to calendar access.
# After successful sign-in, Prime saves that user's Microsoft identity and refresh token.

The user should only sign in to the Microsoft account that corresponds to their own Outlook calendar.
</div>
</div>

<div class="toccolours mw-collapsible mw-collapsed" style="padding:0.5em; margin:1em 0;">
'''Archived / old material''' — This information is outdated and kept for reference only.

<div class="mw-collapsible-content">

Setup for individual staff members is very easy. Within the staff member forms, go to the Calendar Setup tab. Insert the appropriate path to the Office 365 website (shown as https://outlook.office365.com in the example below) and the O365 username (shown as test@kempscaseworks.onmicrosoft.com). To test that the entries are valid, click the test button and, when prompted, enter the user’s O365 password.

[[File:Screen Shot 2019-08-21 at 11.17.37 AM.png|400px]]

The system will use the entries to attempt to contact the O365 system and test the username and passwords entered. If Prime believes the settings are correct, a message is shown indicating the test seemed to work.

[[File:CalSync2.png|400px]]

A failure results in a failure message:

[[File:CalSync3.png|400px]]

Set the time zone for the staff person using the dropdown list. Determine the method of synchronization desired. For example, if the staff person wants to sync from O365 to Prime, and from Prime to O365, check both boxes. If the staff person only wants to sync from O365 to Prime, select that single box. If the staff person only wants to sync from Prime to O365, select that single box.

Syncing only one way (i.e., choosing only one checkbox) will result in inconsistent entries in both calendars. For example, when syncing only from Prime to O365, entries in Prime will be reflected in the O365 calendar. Changes to those entries will also be reflected in the O365 calendar. New entries or changes to the O365 calendar will not change any entries in Prime.

The first two times a user synchronizes their calendar will take longer than successive syncs. The reason for that is the initial syncs require getting all entries from both calendars and making sure they are copied to the other calendar. Because entries are not yet tied to one another, entries in the calendars may appear to duplicate.

To illustrate, before synchronization, a staff member would enter a calendar item in Prime, and then enter that same item in O365. Neither O365 nor Prime associate those entries as the same entry. Rather, each entry is treated as unique. When a sync is performed, the calendar item in Prime is added to the O365 calendar. The O365 item is added to Prime. Those entries may be for the same event, but O365 and Prime do not know that.

After the initial synchronization, new entries in either calendar should not appear to “duplicate” in the other calendar. Each entry, when synched, has its own unique identifier that each calendar understands. When a change is made in one location, the same change is made in the other using those unique identifiers.

After the first two syncs, synchronization should be much faster. Since only changes on either side are transferred, there will be much less to copy. The first couple of syncs should be made using the O365 Sync Start Page. This page is accessed using the top-line menu bar and going to SearchCustom Search and clicking on the Exchange Sync button:

[[File:Screen Shot 2019-08-21 at 11.19.15 AM.png|400px]]

A user may press the “Open O365 Sync Details” button to get to the original setup page. Pressing the “Sync” button will start the synchronization process. The user is prompted for his password. [Note: The sync is only performed for the user who is currently logged into Prime.] The system, depending on the settings made for the user, will then sync to and from O365/Prime.

As the synchronization progresses, updates are shown on this page, including the total number of items to synchronize, and how many are complete. Finally, the starting and ending times for the sync are displayed.

After the initial synchronization is performed by the user, and when exiting the system using the Exit menu option, a user will be asked whether he wants to perform a calendar sync. Answering “Yes” will initiate the calendar sync before exiting the system.

[[File:CalSync5.png|400px]]

Answering “No” will avoid a calendar sync. Finally, clicking “Cancel” will indicate the user never wants to be asked again and effectively disables calendar syncing.

[Some limitations exist on syncing. Old entries are ignored. Only entries within the last few days and into the future are synced. Changes to old entries are also ignored. This helps improve the speed of syncing and limits bandwidth use. Additionally, because Prime is a standalone product, it is not a true “calendar client”. Moving O365 calendars or resetting the sync settings in Prime will cause all items to be synced and (potentially) duplicated. Synchronization only takes place when Prime is running and synchronization is triggered.]

The start and stop time in Prime and O365 are copied between calendars. Additionally, the “Note” in Prime is used as the title in the O365 entry and vice versa.

</div>
</div>

Office 365 Calendar Sync - Administrative Setup

2026-05-21T20:08:02Z

Jspenceratty: /* Screen Overview */

Prime 16 utilizes technologies made available through Office 365 (O365) to provide users with the ability to synchronize their Prime and O365 calendars. This new sync is very easy to use in Prime. This is the updated version as of 05/19/2026. Prior version information is below in the "Archived/old material" section.

<div class="toccolours mw-collapsible mw-collapsed" style="padding:0.5em; margin:1em 0;">
'''Admin/Setup Information''' — This information is for administration/setup use.

<div class="mw-collapsible-content">

= Prime Microsoft 365 Calendar Sync Setup Instructions =

These instructions are for organizations setting up Prime calendar sync with Microsoft 365 / Outlook. Each organization should create its own Microsoft Entra application registration in its own Microsoft tenant.

== 1. Setup ==

=== A. Microsoft 365 / Entra Administrator Setup ===

The organization's Microsoft 365 administrator must create an app registration in Microsoft Entra. This allows Prime to connect each Prime user to that user's Microsoft 365 Outlook calendar.

# Sign in to the Microsoft Entra admin center. https://entra.microsoft.com
# Go to:
#: <pre>Entra ID → App registrations</pre>
# Choose:
#: <pre>New registration</pre>
# Enter a name such as:
#: <pre>Prime Access Calendar Sync</pre>
# For supported account types, choose:
#: <pre>Single tenant only - <your domain name></pre>
#: This means the app is only for your organization's Microsoft tenant.
# Create the app registration by clicking "Register"
# After the app is created, copy these two values:
#:<pre>Application (client) ID and Directory (tenant) ID</pre>
# These will be entered into Prime.

=== B. Configure the Redirect URI ===

In the app registration, go to:

<pre>Authentication</pre>

Click "Add Redirect URI" and choose:

<pre>Mobile and desktop applications</pre>

In the blank box (that may show an example entry), add this custom redirect URI exactly:

<pre>http://localhost:3017/</pre>

'''Important:''' The final slash matters!

Prime uses a desktop OAuth sign-in flow where Microsoft signs the user in through the browser and redirects back to a local listener on the user's workstation.

=== C. Enable Public Client Flow ===

Still under the app registration's '''Authentication''' page, in the ''Settings'' section, enable:

<pre>Allow public client flows</pre>

Set it to:

<pre>Enabled</pre>

Prime is a desktop Access front end, so it should be treated as a public client.

=== D. Add Microsoft Graph Permissions ===

In the app registration, go to:

<pre>API permissions</pre>

Add Microsoft Graph delegated permissions:

<pre>
User.Read
Calendars.ReadWrite
offline_access
</pre>

Prime uses delegated permissions because each Prime user signs in as themselves.

If the organization blocks user consent, an administrator may need to grant consent for the organization.

== 2. Prime Administrator Setup ==

After the Microsoft administrator creates the Entra app, open Prime and go to the calendar sync settings screen.

<pre>Admin → Custom Admin</pre>

and choose

<pre>Exchange Calendar Sync Settings</pre>

In the "Exchange Calendar Sync Admin" form, choose "Open Org Settings".

Enter the following values:

<pre>
Tenant ID: Directory (tenant) ID from Entra
Client ID: Application (client) ID from Entra
Redirect URI: <<As instructed by Kemp's Case Works staff>>
Default Time Zone: <<Select the appropriate time zone>>
</pre>

Then enable organization-level calendar sync:

<pre>Calendar Sync Enabled = Yes</pre>

Recommended sync window:

<pre>
Sync Past Days: 30
Sync Future Days: 365
</pre>

Each organization can adjust those values later.

In the "Exchange Calendar Sync Settings" page click "Save Settings" and close this form. This should put you back in the "Exchange Calendar Sync Admin" form. Click on "Refresh Status" to see the values you've entered.

===Testing Settings===
====Test Chilkat/OAuth====
In the "Exchange Calendar Sync Admin" click the "Test Chilkat/OAuth" button. This will test to ensure the underlying/background systems are in place that are necessary for the system to run.

At the bottom you should see "Chilkat.OAuth2 object created and configured success". That means the system should be ready. Click OK to close this screen and return to the "Exchange Calendar Sync Admin" screen.

====Test Sign-in / Me====
This button will test sign in with Microsoft using your Microsoft account. Be prepared to pass whatever credentials and two-factor authentication tests you may have set up with Microsoft.

When you click this button, a web browser page should appear asking you to log in. You must use your account credentials in the agency. After successful logon, you should see "OAuth2 access is granted." This informs you the Microsoft system has authenticated you and returned information that Prime can use.

Close the web browser.

You should see a "Microsoft Graph sign-in succeeded" notification together with information about your name and email account.

====Test Calendar Create/Delete====
This tests Prime's ability to create and then delete an entry in the calendar. Once again, you will be required to log on using your Organization's account. Use the web browser to enter your credentials and then close it. (It should again show the "OAuth2 access is granted" message.

You should see a note saying a test calendar event was created, together with a question of whether you want to delete it, click "Yes" to test deletion capacity.

You should see "The Outlook test event was created and deleted successfully." This indicates your setup is complete.

You can click "Close" to close the "Exchange Calendar Sync Admin" form.

</div>
</div>

<div class="toccolours mw-collapsible mw-collapsed" style="padding:0.5em; margin:1em 0;">
'''User Information''' — This information is for general users.

<div class="mw-collapsible-content">
= Buttons and What They Do =

== Sign in / Reconnect ==

Use this button to connect your Prime account to Microsoft 365.

Click this button when:

* You are setting up calendar sync for the first time.
* Your Microsoft password changed.
* Your Microsoft connection stopped working.
* You connected the wrong Microsoft account.
* Support staff asks you to reconnect.

After clicking the button, a Microsoft sign-in window opens. Sign in using the Microsoft 365 account that belongs to you.

'''Important:''' Do not sign in with another user's Microsoft account.

== Test Connection ==

Checks whether Prime can still connect to your Microsoft 365 account.

Use this after signing in or reconnecting.

If the test succeeds, your Microsoft connection is working.

If the test fails, try '''Sign in / Reconnect'''.

== Sync Now ==

Runs calendar sync for your account.

The exact sync behavior depends on your direction settings:

<pre>
Prime to Outlook = On
Prime sends calendar entries to Outlook.

Outlook to Prime = On
Outlook sends calendar entries to Prime.

Both directions = On
Prime and Outlook sync both ways.

Both directions = Off
No calendar sync occurs.
</pre>

This is the normal button users should press when they want to sync their calendar.

== Review Deleted Items ==

Opens the Outlook Deleted Calendar Review screen.

Use this when the screen shows one or more deleted items pending review.

This happens when an event that Prime knows about was deleted from Outlook.

Prime does not automatically delete the Prime calendar item. Instead, Prime asks you what should happen.

The review screen may allow options such as:

<pre>
Recreate in Outlook
Keep Prime Only
Accept Delete
</pre>

=== Recreate in Outlook ===

Use this if the item should still exist in Outlook.

Prime keeps the Prime calendar item and creates a new Outlook event.

=== Keep Prime Only ===

Use this if the item should remain in Prime but should no longer sync to Outlook.

=== Accept Delete ===

Use this only if the Prime calendar item should also be deleted.

'''Be careful with Accept Delete.''' This may remove the calendar entry from Prime.

== Enable My Sync ==

Turns calendar sync on for your Prime user account.

If both sync directions are off, enabling sync may turn on both directions by default, depending on your organization's setup.

After enabling sync, review the direction settings:

<pre>
Prime to Outlook
Outlook to Prime
</pre>

Make sure they are set the way you want.

== Disable My Sync ==

Turns calendar sync off for your Prime user account.

Use this if you do not want Prime and Outlook to sync.

When sync is disabled:

* Prime will not send calendar items to Outlook.
* Outlook will not send calendar items to Prime.
* Sync Now will not perform calendar syncing for your account.

== Turn Prime to Outlook On / Off ==

Controls whether Prime is allowed to send calendar entries to Outlook.

When '''Prime to Outlook''' is on:

* New Prime calendar entries can be created in Outlook.
* Changes made in Prime can update Outlook.
* Calendar items deleted in Prime can be deleted from Outlook.

When '''Prime to Outlook''' is off:

* Prime will not send calendar changes to Outlook.

Use this option if you want Prime to be the source calendar and Outlook to receive Prime calendar items.

== Turn Outlook to Prime On / Off ==

Controls whether Outlook is allowed to send calendar entries to Prime.

When '''Outlook to Prime''' is on:

* New Outlook events can be copied into Prime.
* Outlook event changes can update Prime calendar entries.
* Outlook-deleted events may appear in Prime's deleted-item review list.

When '''Outlook to Prime''' is off:

* Outlook events will not be imported into Prime.
* Outlook changes will not update Prime.
* Outlook deletions will not be brought into Prime for review.

'''Privacy warning:''' If your Outlook calendar contains private or personal items, do not turn on Outlook to Prime unless those items are appropriate to appear in Prime.

== Refresh Status ==

Refreshes the information shown on the screen.

Use this after making changes or after completing a sync.

== Close ==

Closes the Microsoft Outlook Calendar Sync screen.

= Recommended Setup Choices =

== Option 1: Prime to Outlook Only ==

Use this if you want Prime calendar items to appear in Outlook, but you do not want Outlook items imported into Prime.

Settings:

<pre>
Prime to Outlook: On
Outlook to Prime: Off
</pre>

This is the safest option if your Outlook calendar contains private information.

== Option 2: Outlook to Prime Only ==

Use this if you want Outlook events copied into Prime, but you do not want Prime calendar changes sent back to Outlook.

Settings:

<pre>
Prime to Outlook: Off
Outlook to Prime: On
</pre>

Use this carefully because Outlook events may become visible in Prime.

== Option 3: Two-Way Sync ==

Use this if you want Prime and Outlook to keep each other updated.

Settings:

<pre>
Prime to Outlook: On
Outlook to Prime: On
</pre>

This is the most complete sync option, but users should be careful not to edit the same calendar item in both systems at the same time before syncing.

== Option 4: Sync Disabled ==

Use this if you do not want calendar sync for your account.

Settings:

<pre>
Calendar Sync Enabled: No
</pre>

= First-Time User Setup =

# Open '''Search'''.
# Choose '''Custom Search'''.
# Click '''Microsoft Outlook Calendar Sync'''.
# Click '''Sign in / Reconnect'''.
# Sign in using your Microsoft 365 account.
# Return to Prime.
# Click '''Test Connection'''.
# Confirm that the connection works.
# Choose your sync direction:
#* Turn '''Prime to Outlook''' on or off.
#* Turn '''Outlook to Prime''' on or off.
# Click '''Enable My Sync''' if sync is not already enabled.
# Click '''Sync Now'''.

= Normal Daily Use =

To sync your calendar:

# Open '''Search'''.
# Choose '''Custom Search'''.
# Click '''Microsoft Outlook Calendar Sync'''.
# Review your settings.
# Click '''Sync Now'''.
# Wait for sync to complete.
# If deleted items are pending review, click '''Review Deleted Items'''.

= What Happens During Sync =

Depending on your settings, Prime may:

* Send Prime calendar entries to Outlook.
* Update Outlook when Prime calendar entries change.
* Delete Outlook events when the matching Prime calendar entry is deleted.
* Import Outlook events into Prime.
* Update Prime calendar entries when Outlook events change.
* Mark Outlook-deleted events for review instead of automatically deleting Prime calendar entries.

= Recurring Outlook Events =

Recurring Outlook events are handled as individual calendar entries in Prime.

For example, if Outlook has a daily recurring event for three days, Prime may show three separate calendar entries.

Prime does not currently edit the Outlook recurrence pattern itself.

= Private Outlook Events =

If Outlook to Prime sync is enabled, Outlook events may be imported into Prime.

Private or confidential information in Outlook may become visible in Prime depending on your organization's Prime permissions.

If you are unsure whether Outlook events should be visible in Prime, use:

<pre>
Prime to Outlook: On
Outlook to Prime: Off
</pre>

or ask your supervisor or administrator before enabling Outlook to Prime sync.

= Troubleshooting =

== Sync does not run ==

Check:

* Are you signed in to Microsoft 365?
* Is Calendar Sync Enabled?
* Is at least one sync direction turned on?
* Does Test Connection work?

== Outlook events are not appearing in Prime ==

Check:

<pre>
Outlook to Prime = On
Calendar Sync Enabled = Yes
</pre>

Also make sure the event is within the organization's sync date range.

== Prime events are not appearing in Outlook ==

Check:

<pre>
Prime to Outlook = On
Calendar Sync Enabled = Yes
</pre>

Also make sure the Prime calendar item belongs to your staff account.

== Deleted Outlook item keeps showing for review ==

Open '''Review Deleted Items''' and choose the correct action:

<pre>
Recreate in Outlook
Keep Prime Only
Accept Delete
</pre>

== Wrong Microsoft account is connected ==

Click:

<pre>
Sign in / Reconnect
</pre>

and sign in with the correct Microsoft 365 account.

== Error message appears ==

Write down or copy:

* The error message
* The date and time
* The calendar item involved
* Whether the item was changed in Prime or Outlook

Then contact support.

= Best Practices =

* Sync after making calendar changes.
* Avoid editing the same calendar item in both Prime and Outlook before syncing.
* Review deleted Outlook items regularly.
* Be cautious before enabling Outlook to Prime sync.
* Do not connect another person's Microsoft account to your Prime login.
* If your Microsoft account changes, use Sign in / Reconnect.

= Support Checklist =

When troubleshooting an organization, check these first:

# Entra app exists in the organization's tenant.
# Redirect URI is exactly:
#: <pre>http://localhost:3017/</pre>
# Public client flow is enabled.
# Graph delegated permissions include:
#: <pre>User.Read, Calendars.ReadWrite, offline_access</pre>
# Tenant ID and Client ID are entered correctly in Prime.
# Organization-level sync is enabled.
# Staff-level sync is enabled.
# User has successfully signed in from Prime.
# SQL tables, indexes, and triggers are installed.
# Outlook Deleted Calendar Review screen shows only the current user's review items.

= 3. Per-User Setup in Prime =

Each Prime user who wants Outlook calendar sync must complete a Microsoft sign-in.

# Log in to Prime as the user.
# Open the Microsoft 365 calendar sync setup/sign-in screen.
# Choose:
#: <pre>Sign in to Microsoft 365</pre>
# A browser window opens.
# The user signs in with their Microsoft 365 account.
# Microsoft may ask the user to consent to calendar access.
# After successful sign-in, Prime saves that user's Microsoft identity and refresh token.

The user should only sign in to the Microsoft account that corresponds to their own Outlook calendar.
</div>
</div>

<div class="toccolours mw-collapsible mw-collapsed" style="padding:0.5em; margin:1em 0;">
'''Archived / old material''' — This information is outdated and kept for reference only.

<div class="mw-collapsible-content">

Setup for individual staff members is very easy. Within the staff member forms, go to the Calendar Setup tab. Insert the appropriate path to the Office 365 website (shown as https://outlook.office365.com in the example below) and the O365 username (shown as test@kempscaseworks.onmicrosoft.com). To test that the entries are valid, click the test button and, when prompted, enter the user’s O365 password.

[[File:Screen Shot 2019-08-21 at 11.17.37 AM.png|400px]]

The system will use the entries to attempt to contact the O365 system and test the username and passwords entered. If Prime believes the settings are correct, a message is shown indicating the test seemed to work.

[[File:CalSync2.png|400px]]

A failure results in a failure message:

[[File:CalSync3.png|400px]]

Set the time zone for the staff person using the dropdown list. Determine the method of synchronization desired. For example, if the staff person wants to sync from O365 to Prime, and from Prime to O365, check both boxes. If the staff person only wants to sync from O365 to Prime, select that single box. If the staff person only wants to sync from Prime to O365, select that single box.

Syncing only one way (i.e., choosing only one checkbox) will result in inconsistent entries in both calendars. For example, when syncing only from Prime to O365, entries in Prime will be reflected in the O365 calendar. Changes to those entries will also be reflected in the O365 calendar. New entries or changes to the O365 calendar will not change any entries in Prime.

The first two times a user synchronizes their calendar will take longer than successive syncs. The reason for that is the initial syncs require getting all entries from both calendars and making sure they are copied to the other calendar. Because entries are not yet tied to one another, entries in the calendars may appear to duplicate.

To illustrate, before synchronization, a staff member would enter a calendar item in Prime, and then enter that same item in O365. Neither O365 nor Prime associate those entries as the same entry. Rather, each entry is treated as unique. When a sync is performed, the calendar item in Prime is added to the O365 calendar. The O365 item is added to Prime. Those entries may be for the same event, but O365 and Prime do not know that.

After the initial synchronization, new entries in either calendar should not appear to “duplicate” in the other calendar. Each entry, when synched, has its own unique identifier that each calendar understands. When a change is made in one location, the same change is made in the other using those unique identifiers.

After the first two syncs, synchronization should be much faster. Since only changes on either side are transferred, there will be much less to copy. The first couple of syncs should be made using the O365 Sync Start Page. This page is accessed using the top-line menu bar and going to SearchCustom Search and clicking on the Exchange Sync button:

[[File:Screen Shot 2019-08-21 at 11.19.15 AM.png|400px]]

A user may press the “Open O365 Sync Details” button to get to the original setup page. Pressing the “Sync” button will start the synchronization process. The user is prompted for his password. [Note: The sync is only performed for the user who is currently logged into Prime.] The system, depending on the settings made for the user, will then sync to and from O365/Prime.

As the synchronization progresses, updates are shown on this page, including the total number of items to synchronize, and how many are complete. Finally, the starting and ending times for the sync are displayed.

After the initial synchronization is performed by the user, and when exiting the system using the Exit menu option, a user will be asked whether he wants to perform a calendar sync. Answering “Yes” will initiate the calendar sync before exiting the system.

[[File:CalSync5.png|400px]]

Answering “No” will avoid a calendar sync. Finally, clicking “Cancel” will indicate the user never wants to be asked again and effectively disables calendar syncing.

[Some limitations exist on syncing. Old entries are ignored. Only entries within the last few days and into the future are synced. Changes to old entries are also ignored. This helps improve the speed of syncing and limits bandwidth use. Additionally, because Prime is a standalone product, it is not a true “calendar client”. Moving O365 calendars or resetting the sync settings in Prime will cause all items to be synced and (potentially) duplicated. Synchronization only takes place when Prime is running and synchronization is triggered.]

The start and stop time in Prime and O365 are copied between calendars. Additionally, the “Note” in Prime is used as the title in the O365 entry and vice versa.

</div>
</div>

Office 365 Calendar Sync - Administrative Setup

2026-05-21T20:07:41Z

Jspenceratty: /* Important Privacy Warning */

Prime 16 utilizes technologies made available through Office 365 (O365) to provide users with the ability to synchronize their Prime and O365 calendars. This new sync is very easy to use in Prime. This is the updated version as of 05/19/2026. Prior version information is below in the "Archived/old material" section.

<div class="toccolours mw-collapsible mw-collapsed" style="padding:0.5em; margin:1em 0;">
'''Admin/Setup Information''' — This information is for administration/setup use.

<div class="mw-collapsible-content">

= Prime Microsoft 365 Calendar Sync Setup Instructions =

These instructions are for organizations setting up Prime calendar sync with Microsoft 365 / Outlook. Each organization should create its own Microsoft Entra application registration in its own Microsoft tenant.

== 1. Setup ==

=== A. Microsoft 365 / Entra Administrator Setup ===

The organization's Microsoft 365 administrator must create an app registration in Microsoft Entra. This allows Prime to connect each Prime user to that user's Microsoft 365 Outlook calendar.

# Sign in to the Microsoft Entra admin center. https://entra.microsoft.com
# Go to:
#: <pre>Entra ID → App registrations</pre>
# Choose:
#: <pre>New registration</pre>
# Enter a name such as:
#: <pre>Prime Access Calendar Sync</pre>
# For supported account types, choose:
#: <pre>Single tenant only - <your domain name></pre>
#: This means the app is only for your organization's Microsoft tenant.
# Create the app registration by clicking "Register"
# After the app is created, copy these two values:
#:<pre>Application (client) ID and Directory (tenant) ID</pre>
# These will be entered into Prime.

=== B. Configure the Redirect URI ===

In the app registration, go to:

<pre>Authentication</pre>

Click "Add Redirect URI" and choose:

<pre>Mobile and desktop applications</pre>

In the blank box (that may show an example entry), add this custom redirect URI exactly:

<pre>http://localhost:3017/</pre>

'''Important:''' The final slash matters!

Prime uses a desktop OAuth sign-in flow where Microsoft signs the user in through the browser and redirects back to a local listener on the user's workstation.

=== C. Enable Public Client Flow ===

Still under the app registration's '''Authentication''' page, in the ''Settings'' section, enable:

<pre>Allow public client flows</pre>

Set it to:

<pre>Enabled</pre>

Prime is a desktop Access front end, so it should be treated as a public client.

=== D. Add Microsoft Graph Permissions ===

In the app registration, go to:

<pre>API permissions</pre>

Add Microsoft Graph delegated permissions:

<pre>
User.Read
Calendars.ReadWrite
offline_access
</pre>

Prime uses delegated permissions because each Prime user signs in as themselves.

If the organization blocks user consent, an administrator may need to grant consent for the organization.

== 2. Prime Administrator Setup ==

After the Microsoft administrator creates the Entra app, open Prime and go to the calendar sync settings screen.

<pre>Admin → Custom Admin</pre>

and choose

<pre>Exchange Calendar Sync Settings</pre>

In the "Exchange Calendar Sync Admin" form, choose "Open Org Settings".

Enter the following values:

<pre>
Tenant ID: Directory (tenant) ID from Entra
Client ID: Application (client) ID from Entra
Redirect URI: <<As instructed by Kemp's Case Works staff>>
Default Time Zone: <<Select the appropriate time zone>>
</pre>

Then enable organization-level calendar sync:

<pre>Calendar Sync Enabled = Yes</pre>

Recommended sync window:

<pre>
Sync Past Days: 30
Sync Future Days: 365
</pre>

Each organization can adjust those values later.

In the "Exchange Calendar Sync Settings" page click "Save Settings" and close this form. This should put you back in the "Exchange Calendar Sync Admin" form. Click on "Refresh Status" to see the values you've entered.

===Testing Settings===
====Test Chilkat/OAuth====
In the "Exchange Calendar Sync Admin" click the "Test Chilkat/OAuth" button. This will test to ensure the underlying/background systems are in place that are necessary for the system to run.

At the bottom you should see "Chilkat.OAuth2 object created and configured success". That means the system should be ready. Click OK to close this screen and return to the "Exchange Calendar Sync Admin" screen.

====Test Sign-in / Me====
This button will test sign in with Microsoft using your Microsoft account. Be prepared to pass whatever credentials and two-factor authentication tests you may have set up with Microsoft.

When you click this button, a web browser page should appear asking you to log in. You must use your account credentials in the agency. After successful logon, you should see "OAuth2 access is granted." This informs you the Microsoft system has authenticated you and returned information that Prime can use.

Close the web browser.

You should see a "Microsoft Graph sign-in succeeded" notification together with information about your name and email account.

====Test Calendar Create/Delete====
This tests Prime's ability to create and then delete an entry in the calendar. Once again, you will be required to log on using your Organization's account. Use the web browser to enter your credentials and then close it. (It should again show the "OAuth2 access is granted" message.

You should see a note saying a test calendar event was created, together with a question of whether you want to delete it, click "Yes" to test deletion capacity.

You should see "The Outlook test event was created and deleted successfully." This indicates your setup is complete.

You can click "Close" to close the "Exchange Calendar Sync Admin" form.

</div>
</div>

<div class="toccolours mw-collapsible mw-collapsed" style="padding:0.5em; margin:1em 0;">
'''User Information''' — This information is for general users.

<div class="mw-collapsible-content">
= Screen Overview =

The Microsoft Outlook Calendar Sync screen shows your current Microsoft 365 calendar connection and sync settings.

== Status Fields ==

=== Prime Staff SNUM ===

Shows your current Prime staff number.

=== Connection Status ===

Shows whether your Prime account is connected to Microsoft 365.

Common values include:

<pre>
Not signed in to Microsoft 365 from Prime.
Connected / enabled
Connected / disabled
</pre>

=== Calendar Sync Enabled ===

Shows whether calendar sync is currently enabled for your Prime user account.

=== Deleted Items Pending Review ===

Shows how many Outlook-deleted calendar items are waiting for you to review in Prime.

=== Prime to Outlook ===

Shows whether Prime is allowed to send calendar items to Outlook.

If this is turned on:

<pre>
Prime calendar entries can be created, updated, or deleted in Outlook.
</pre>

=== Outlook to Prime ===

Shows whether Outlook is allowed to send calendar items into Prime.

If this is turned on:

<pre>
Outlook calendar entries can be imported or updated in Prime.
Outlook-deleted items may appear in Prime's deletion review list.
</pre>

'''Privacy warning:''' Only turn this on if Outlook calendar items are appropriate to appear in Prime.

=== Last Successful Sync ===

Shows the last time a sync completed successfully.

=== Last Sync Attempt ===

Shows the last time Prime attempted to run calendar sync.

=== Microsoft Account Connection ===

Shows the Microsoft account currently connected to Prime.

This may include:

* Display Name
* User Principal Name
* Mail

Make sure this is your correct Microsoft 365 account.

=== Last Sync Message / Error ===

Shows the most recent sync message or error.

If sync fails, support staff may ask you to provide this message.

= Buttons and What They Do =

== Sign in / Reconnect ==

Use this button to connect your Prime account to Microsoft 365.

Click this button when:

* You are setting up calendar sync for the first time.
* Your Microsoft password changed.
* Your Microsoft connection stopped working.
* You connected the wrong Microsoft account.
* Support staff asks you to reconnect.

After clicking the button, a Microsoft sign-in window opens. Sign in using the Microsoft 365 account that belongs to you.

'''Important:''' Do not sign in with another user's Microsoft account.

== Test Connection ==

Checks whether Prime can still connect to your Microsoft 365 account.

Use this after signing in or reconnecting.

If the test succeeds, your Microsoft connection is working.

If the test fails, try '''Sign in / Reconnect'''.

== Sync Now ==

Runs calendar sync for your account.

The exact sync behavior depends on your direction settings:

<pre>
Prime to Outlook = On
Prime sends calendar entries to Outlook.

Outlook to Prime = On
Outlook sends calendar entries to Prime.

Both directions = On
Prime and Outlook sync both ways.

Both directions = Off
No calendar sync occurs.
</pre>

This is the normal button users should press when they want to sync their calendar.

== Review Deleted Items ==

Opens the Outlook Deleted Calendar Review screen.

Use this when the screen shows one or more deleted items pending review.

This happens when an event that Prime knows about was deleted from Outlook.

Prime does not automatically delete the Prime calendar item. Instead, Prime asks you what should happen.

The review screen may allow options such as:

<pre>
Recreate in Outlook
Keep Prime Only
Accept Delete
</pre>

=== Recreate in Outlook ===

Use this if the item should still exist in Outlook.

Prime keeps the Prime calendar item and creates a new Outlook event.

=== Keep Prime Only ===

Use this if the item should remain in Prime but should no longer sync to Outlook.

=== Accept Delete ===

Use this only if the Prime calendar item should also be deleted.

'''Be careful with Accept Delete.''' This may remove the calendar entry from Prime.

== Enable My Sync ==

Turns calendar sync on for your Prime user account.

If both sync directions are off, enabling sync may turn on both directions by default, depending on your organization's setup.

After enabling sync, review the direction settings:

<pre>
Prime to Outlook
Outlook to Prime
</pre>

Make sure they are set the way you want.

== Disable My Sync ==

Turns calendar sync off for your Prime user account.

Use this if you do not want Prime and Outlook to sync.

When sync is disabled:

* Prime will not send calendar items to Outlook.
* Outlook will not send calendar items to Prime.
* Sync Now will not perform calendar syncing for your account.

== Turn Prime to Outlook On / Off ==

Controls whether Prime is allowed to send calendar entries to Outlook.

When '''Prime to Outlook''' is on:

* New Prime calendar entries can be created in Outlook.
* Changes made in Prime can update Outlook.
* Calendar items deleted in Prime can be deleted from Outlook.

When '''Prime to Outlook''' is off:

* Prime will not send calendar changes to Outlook.

Use this option if you want Prime to be the source calendar and Outlook to receive Prime calendar items.

== Turn Outlook to Prime On / Off ==

Controls whether Outlook is allowed to send calendar entries to Prime.

When '''Outlook to Prime''' is on:

* New Outlook events can be copied into Prime.
* Outlook event changes can update Prime calendar entries.
* Outlook-deleted events may appear in Prime's deleted-item review list.

When '''Outlook to Prime''' is off:

* Outlook events will not be imported into Prime.
* Outlook changes will not update Prime.
* Outlook deletions will not be brought into Prime for review.

'''Privacy warning:''' If your Outlook calendar contains private or personal items, do not turn on Outlook to Prime unless those items are appropriate to appear in Prime.

== Refresh Status ==

Refreshes the information shown on the screen.

Use this after making changes or after completing a sync.

== Close ==

Closes the Microsoft Outlook Calendar Sync screen.

= Recommended Setup Choices =

== Option 1: Prime to Outlook Only ==

Use this if you want Prime calendar items to appear in Outlook, but you do not want Outlook items imported into Prime.

Settings:

<pre>
Prime to Outlook: On
Outlook to Prime: Off
</pre>

This is the safest option if your Outlook calendar contains private information.

== Option 2: Outlook to Prime Only ==

Use this if you want Outlook events copied into Prime, but you do not want Prime calendar changes sent back to Outlook.

Settings:

<pre>
Prime to Outlook: Off
Outlook to Prime: On
</pre>

Use this carefully because Outlook events may become visible in Prime.

== Option 3: Two-Way Sync ==

Use this if you want Prime and Outlook to keep each other updated.

Settings:

<pre>
Prime to Outlook: On
Outlook to Prime: On
</pre>

This is the most complete sync option, but users should be careful not to edit the same calendar item in both systems at the same time before syncing.

== Option 4: Sync Disabled ==

Use this if you do not want calendar sync for your account.

Settings:

<pre>
Calendar Sync Enabled: No
</pre>

= First-Time User Setup =

# Open '''Search'''.
# Choose '''Custom Search'''.
# Click '''Microsoft Outlook Calendar Sync'''.
# Click '''Sign in / Reconnect'''.
# Sign in using your Microsoft 365 account.
# Return to Prime.
# Click '''Test Connection'''.
# Confirm that the connection works.
# Choose your sync direction:
#* Turn '''Prime to Outlook''' on or off.
#* Turn '''Outlook to Prime''' on or off.
# Click '''Enable My Sync''' if sync is not already enabled.
# Click '''Sync Now'''.

= Normal Daily Use =

To sync your calendar:

# Open '''Search'''.
# Choose '''Custom Search'''.
# Click '''Microsoft Outlook Calendar Sync'''.
# Review your settings.
# Click '''Sync Now'''.
# Wait for sync to complete.
# If deleted items are pending review, click '''Review Deleted Items'''.

= What Happens During Sync =

Depending on your settings, Prime may:

* Send Prime calendar entries to Outlook.
* Update Outlook when Prime calendar entries change.
* Delete Outlook events when the matching Prime calendar entry is deleted.
* Import Outlook events into Prime.
* Update Prime calendar entries when Outlook events change.
* Mark Outlook-deleted events for review instead of automatically deleting Prime calendar entries.

= Recurring Outlook Events =

Recurring Outlook events are handled as individual calendar entries in Prime.

For example, if Outlook has a daily recurring event for three days, Prime may show three separate calendar entries.

Prime does not currently edit the Outlook recurrence pattern itself.

= Private Outlook Events =

If Outlook to Prime sync is enabled, Outlook events may be imported into Prime.

Private or confidential information in Outlook may become visible in Prime depending on your organization's Prime permissions.

If you are unsure whether Outlook events should be visible in Prime, use:

<pre>
Prime to Outlook: On
Outlook to Prime: Off
</pre>

or ask your supervisor or administrator before enabling Outlook to Prime sync.

= Troubleshooting =

== Sync does not run ==

Check:

* Are you signed in to Microsoft 365?
* Is Calendar Sync Enabled?
* Is at least one sync direction turned on?
* Does Test Connection work?

== Outlook events are not appearing in Prime ==

Check:

<pre>
Outlook to Prime = On
Calendar Sync Enabled = Yes
</pre>

Also make sure the event is within the organization's sync date range.

== Prime events are not appearing in Outlook ==

Check:

<pre>
Prime to Outlook = On
Calendar Sync Enabled = Yes
</pre>

Also make sure the Prime calendar item belongs to your staff account.

== Deleted Outlook item keeps showing for review ==

Open '''Review Deleted Items''' and choose the correct action:

<pre>
Recreate in Outlook
Keep Prime Only
Accept Delete
</pre>

== Wrong Microsoft account is connected ==

Click:

<pre>
Sign in / Reconnect
</pre>

and sign in with the correct Microsoft 365 account.

== Error message appears ==

Write down or copy:

* The error message
* The date and time
* The calendar item involved
* Whether the item was changed in Prime or Outlook

Then contact support.

= Best Practices =

* Sync after making calendar changes.
* Avoid editing the same calendar item in both Prime and Outlook before syncing.
* Review deleted Outlook items regularly.
* Be cautious before enabling Outlook to Prime sync.
* Do not connect another person's Microsoft account to your Prime login.
* If your Microsoft account changes, use Sign in / Reconnect.

= Support Checklist =

When troubleshooting an organization, check these first:

# Entra app exists in the organization's tenant.
# Redirect URI is exactly:
#: <pre>http://localhost:3017/</pre>
# Public client flow is enabled.
# Graph delegated permissions include:
#: <pre>User.Read, Calendars.ReadWrite, offline_access</pre>
# Tenant ID and Client ID are entered correctly in Prime.
# Organization-level sync is enabled.
# Staff-level sync is enabled.
# User has successfully signed in from Prime.
# SQL tables, indexes, and triggers are installed.
# Outlook Deleted Calendar Review screen shows only the current user's review items.

= 3. Per-User Setup in Prime =

Each Prime user who wants Outlook calendar sync must complete a Microsoft sign-in.

# Log in to Prime as the user.
# Open the Microsoft 365 calendar sync setup/sign-in screen.
# Choose:
#: <pre>Sign in to Microsoft 365</pre>
# A browser window opens.
# The user signs in with their Microsoft 365 account.
# Microsoft may ask the user to consent to calendar access.
# After successful sign-in, Prime saves that user's Microsoft identity and refresh token.

The user should only sign in to the Microsoft account that corresponds to their own Outlook calendar.
</div>
</div>

<div class="toccolours mw-collapsible mw-collapsed" style="padding:0.5em; margin:1em 0;">
'''Archived / old material''' — This information is outdated and kept for reference only.

<div class="mw-collapsible-content">

Setup for individual staff members is very easy. Within the staff member forms, go to the Calendar Setup tab. Insert the appropriate path to the Office 365 website (shown as https://outlook.office365.com in the example below) and the O365 username (shown as test@kempscaseworks.onmicrosoft.com). To test that the entries are valid, click the test button and, when prompted, enter the user’s O365 password.

[[File:Screen Shot 2019-08-21 at 11.17.37 AM.png|400px]]

The system will use the entries to attempt to contact the O365 system and test the username and passwords entered. If Prime believes the settings are correct, a message is shown indicating the test seemed to work.

[[File:CalSync2.png|400px]]

A failure results in a failure message:

[[File:CalSync3.png|400px]]

Set the time zone for the staff person using the dropdown list. Determine the method of synchronization desired. For example, if the staff person wants to sync from O365 to Prime, and from Prime to O365, check both boxes. If the staff person only wants to sync from O365 to Prime, select that single box. If the staff person only wants to sync from Prime to O365, select that single box.

Syncing only one way (i.e., choosing only one checkbox) will result in inconsistent entries in both calendars. For example, when syncing only from Prime to O365, entries in Prime will be reflected in the O365 calendar. Changes to those entries will also be reflected in the O365 calendar. New entries or changes to the O365 calendar will not change any entries in Prime.

The first two times a user synchronizes their calendar will take longer than successive syncs. The reason for that is the initial syncs require getting all entries from both calendars and making sure they are copied to the other calendar. Because entries are not yet tied to one another, entries in the calendars may appear to duplicate.

To illustrate, before synchronization, a staff member would enter a calendar item in Prime, and then enter that same item in O365. Neither O365 nor Prime associate those entries as the same entry. Rather, each entry is treated as unique. When a sync is performed, the calendar item in Prime is added to the O365 calendar. The O365 item is added to Prime. Those entries may be for the same event, but O365 and Prime do not know that.

After the initial synchronization, new entries in either calendar should not appear to “duplicate” in the other calendar. Each entry, when synched, has its own unique identifier that each calendar understands. When a change is made in one location, the same change is made in the other using those unique identifiers.

After the first two syncs, synchronization should be much faster. Since only changes on either side are transferred, there will be much less to copy. The first couple of syncs should be made using the O365 Sync Start Page. This page is accessed using the top-line menu bar and going to SearchCustom Search and clicking on the Exchange Sync button:

[[File:Screen Shot 2019-08-21 at 11.19.15 AM.png|400px]]

A user may press the “Open O365 Sync Details” button to get to the original setup page. Pressing the “Sync” button will start the synchronization process. The user is prompted for his password. [Note: The sync is only performed for the user who is currently logged into Prime.] The system, depending on the settings made for the user, will then sync to and from O365/Prime.

As the synchronization progresses, updates are shown on this page, including the total number of items to synchronize, and how many are complete. Finally, the starting and ending times for the sync are displayed.

After the initial synchronization is performed by the user, and when exiting the system using the Exit menu option, a user will be asked whether he wants to perform a calendar sync. Answering “Yes” will initiate the calendar sync before exiting the system.

[[File:CalSync5.png|400px]]

Answering “No” will avoid a calendar sync. Finally, clicking “Cancel” will indicate the user never wants to be asked again and effectively disables calendar syncing.

[Some limitations exist on syncing. Old entries are ignored. Only entries within the last few days and into the future are synced. Changes to old entries are also ignored. This helps improve the speed of syncing and limits bandwidth use. Additionally, because Prime is a standalone product, it is not a true “calendar client”. Moving O365 calendars or resetting the sync settings in Prime will cause all items to be synced and (potentially) duplicated. Synchronization only takes place when Prime is running and synchronization is triggered.]

The start and stop time in Prime and O365 are copied between calendars. Additionally, the “Note” in Prime is used as the title in the O365 entry and vice versa.

</div>
</div>

Office 365 Calendar Sync - Administrative Setup

2026-05-21T20:07:31Z

Jspenceratty: /* Microsoft Outlook Calendar Sync - User Instructions */

Prime 16 utilizes technologies made available through Office 365 (O365) to provide users with the ability to synchronize their Prime and O365 calendars. This new sync is very easy to use in Prime. This is the updated version as of 05/19/2026. Prior version information is below in the "Archived/old material" section.

<div class="toccolours mw-collapsible mw-collapsed" style="padding:0.5em; margin:1em 0;">
'''Admin/Setup Information''' — This information is for administration/setup use.

<div class="mw-collapsible-content">

= Prime Microsoft 365 Calendar Sync Setup Instructions =

These instructions are for organizations setting up Prime calendar sync with Microsoft 365 / Outlook. Each organization should create its own Microsoft Entra application registration in its own Microsoft tenant.

== 1. Setup ==

=== A. Microsoft 365 / Entra Administrator Setup ===

The organization's Microsoft 365 administrator must create an app registration in Microsoft Entra. This allows Prime to connect each Prime user to that user's Microsoft 365 Outlook calendar.

# Sign in to the Microsoft Entra admin center. https://entra.microsoft.com
# Go to:
#: <pre>Entra ID → App registrations</pre>
# Choose:
#: <pre>New registration</pre>
# Enter a name such as:
#: <pre>Prime Access Calendar Sync</pre>
# For supported account types, choose:
#: <pre>Single tenant only - <your domain name></pre>
#: This means the app is only for your organization's Microsoft tenant.
# Create the app registration by clicking "Register"
# After the app is created, copy these two values:
#:<pre>Application (client) ID and Directory (tenant) ID</pre>
# These will be entered into Prime.

=== B. Configure the Redirect URI ===

In the app registration, go to:

<pre>Authentication</pre>

Click "Add Redirect URI" and choose:

<pre>Mobile and desktop applications</pre>

In the blank box (that may show an example entry), add this custom redirect URI exactly:

<pre>http://localhost:3017/</pre>

'''Important:''' The final slash matters!

Prime uses a desktop OAuth sign-in flow where Microsoft signs the user in through the browser and redirects back to a local listener on the user's workstation.

=== C. Enable Public Client Flow ===

Still under the app registration's '''Authentication''' page, in the ''Settings'' section, enable:

<pre>Allow public client flows</pre>

Set it to:

<pre>Enabled</pre>

Prime is a desktop Access front end, so it should be treated as a public client.

=== D. Add Microsoft Graph Permissions ===

In the app registration, go to:

<pre>API permissions</pre>

Add Microsoft Graph delegated permissions:

<pre>
User.Read
Calendars.ReadWrite
offline_access
</pre>

Prime uses delegated permissions because each Prime user signs in as themselves.

If the organization blocks user consent, an administrator may need to grant consent for the organization.

== 2. Prime Administrator Setup ==

After the Microsoft administrator creates the Entra app, open Prime and go to the calendar sync settings screen.

<pre>Admin → Custom Admin</pre>

and choose

<pre>Exchange Calendar Sync Settings</pre>

In the "Exchange Calendar Sync Admin" form, choose "Open Org Settings".

Enter the following values:

<pre>
Tenant ID: Directory (tenant) ID from Entra
Client ID: Application (client) ID from Entra
Redirect URI: <<As instructed by Kemp's Case Works staff>>
Default Time Zone: <<Select the appropriate time zone>>
</pre>

Then enable organization-level calendar sync:

<pre>Calendar Sync Enabled = Yes</pre>

Recommended sync window:

<pre>
Sync Past Days: 30
Sync Future Days: 365
</pre>

Each organization can adjust those values later.

In the "Exchange Calendar Sync Settings" page click "Save Settings" and close this form. This should put you back in the "Exchange Calendar Sync Admin" form. Click on "Refresh Status" to see the values you've entered.

===Testing Settings===
====Test Chilkat/OAuth====
In the "Exchange Calendar Sync Admin" click the "Test Chilkat/OAuth" button. This will test to ensure the underlying/background systems are in place that are necessary for the system to run.

At the bottom you should see "Chilkat.OAuth2 object created and configured success". That means the system should be ready. Click OK to close this screen and return to the "Exchange Calendar Sync Admin" screen.

====Test Sign-in / Me====
This button will test sign in with Microsoft using your Microsoft account. Be prepared to pass whatever credentials and two-factor authentication tests you may have set up with Microsoft.

When you click this button, a web browser page should appear asking you to log in. You must use your account credentials in the agency. After successful logon, you should see "OAuth2 access is granted." This informs you the Microsoft system has authenticated you and returned information that Prime can use.

Close the web browser.

You should see a "Microsoft Graph sign-in succeeded" notification together with information about your name and email account.

====Test Calendar Create/Delete====
This tests Prime's ability to create and then delete an entry in the calendar. Once again, you will be required to log on using your Organization's account. Use the web browser to enter your credentials and then close it. (It should again show the "OAuth2 access is granted" message.

You should see a note saying a test calendar event was created, together with a question of whether you want to delete it, click "Yes" to test deletion capacity.

You should see "The Outlook test event was created and deleted successfully." This indicates your setup is complete.

You can click "Close" to close the "Exchange Calendar Sync Admin" form.

</div>
</div>

<div class="toccolours mw-collapsible mw-collapsed" style="padding:0.5em; margin:1em 0;">
'''User Information''' — This information is for general users.

<div class="mw-collapsible-content">
= Important Privacy Warning =

'''Be careful when enabling Outlook to Prime sync.'''

If you turn on '''Outlook to Prime''', events from your Microsoft Outlook calendar may be copied into Prime. Depending on your organization's Prime permissions, calendar entries imported into Prime may be viewable by other Prime users, supervisors, administrators, or staff who have access to calendar screens, reports, or related records.

'''Do not enable Outlook to Prime sync if your Outlook calendar contains private or personal information that should not appear in Prime.'''

Examples may include:

* Personal medical appointments
* Family events
* Private reminders
* Confidential organization meetings
* Events not intended for Prime users to see

If you only want Prime calendar items to appear in Outlook, use '''Prime to Outlook''' only.

= Screen Overview =

The Microsoft Outlook Calendar Sync screen shows your current Microsoft 365 calendar connection and sync settings.

== Status Fields ==

=== Prime Staff SNUM ===

Shows your current Prime staff number.

=== Connection Status ===

Shows whether your Prime account is connected to Microsoft 365.

Common values include:

<pre>
Not signed in to Microsoft 365 from Prime.
Connected / enabled
Connected / disabled
</pre>

=== Calendar Sync Enabled ===

Shows whether calendar sync is currently enabled for your Prime user account.

=== Deleted Items Pending Review ===

Shows how many Outlook-deleted calendar items are waiting for you to review in Prime.

=== Prime to Outlook ===

Shows whether Prime is allowed to send calendar items to Outlook.

If this is turned on:

<pre>
Prime calendar entries can be created, updated, or deleted in Outlook.
</pre>

=== Outlook to Prime ===

Shows whether Outlook is allowed to send calendar items into Prime.

If this is turned on:

<pre>
Outlook calendar entries can be imported or updated in Prime.
Outlook-deleted items may appear in Prime's deletion review list.
</pre>

'''Privacy warning:''' Only turn this on if Outlook calendar items are appropriate to appear in Prime.

=== Last Successful Sync ===

Shows the last time a sync completed successfully.

=== Last Sync Attempt ===

Shows the last time Prime attempted to run calendar sync.

=== Microsoft Account Connection ===

Shows the Microsoft account currently connected to Prime.

This may include:

* Display Name
* User Principal Name
* Mail

Make sure this is your correct Microsoft 365 account.

=== Last Sync Message / Error ===

Shows the most recent sync message or error.

If sync fails, support staff may ask you to provide this message.

= Buttons and What They Do =

== Sign in / Reconnect ==

Use this button to connect your Prime account to Microsoft 365.

Click this button when:

* You are setting up calendar sync for the first time.
* Your Microsoft password changed.
* Your Microsoft connection stopped working.
* You connected the wrong Microsoft account.
* Support staff asks you to reconnect.

After clicking the button, a Microsoft sign-in window opens. Sign in using the Microsoft 365 account that belongs to you.

'''Important:''' Do not sign in with another user's Microsoft account.

== Test Connection ==

Checks whether Prime can still connect to your Microsoft 365 account.

Use this after signing in or reconnecting.

If the test succeeds, your Microsoft connection is working.

If the test fails, try '''Sign in / Reconnect'''.

== Sync Now ==

Runs calendar sync for your account.

The exact sync behavior depends on your direction settings:

<pre>
Prime to Outlook = On
Prime sends calendar entries to Outlook.

Outlook to Prime = On
Outlook sends calendar entries to Prime.

Both directions = On
Prime and Outlook sync both ways.

Both directions = Off
No calendar sync occurs.
</pre>

This is the normal button users should press when they want to sync their calendar.

== Review Deleted Items ==

Opens the Outlook Deleted Calendar Review screen.

Use this when the screen shows one or more deleted items pending review.

This happens when an event that Prime knows about was deleted from Outlook.

Prime does not automatically delete the Prime calendar item. Instead, Prime asks you what should happen.

The review screen may allow options such as:

<pre>
Recreate in Outlook
Keep Prime Only
Accept Delete
</pre>

=== Recreate in Outlook ===

Use this if the item should still exist in Outlook.

Prime keeps the Prime calendar item and creates a new Outlook event.

=== Keep Prime Only ===

Use this if the item should remain in Prime but should no longer sync to Outlook.

=== Accept Delete ===

Use this only if the Prime calendar item should also be deleted.

'''Be careful with Accept Delete.''' This may remove the calendar entry from Prime.

== Enable My Sync ==

Turns calendar sync on for your Prime user account.

If both sync directions are off, enabling sync may turn on both directions by default, depending on your organization's setup.

After enabling sync, review the direction settings:

<pre>
Prime to Outlook
Outlook to Prime
</pre>

Make sure they are set the way you want.

== Disable My Sync ==

Turns calendar sync off for your Prime user account.

Use this if you do not want Prime and Outlook to sync.

When sync is disabled:

* Prime will not send calendar items to Outlook.
* Outlook will not send calendar items to Prime.
* Sync Now will not perform calendar syncing for your account.

== Turn Prime to Outlook On / Off ==

Controls whether Prime is allowed to send calendar entries to Outlook.

When '''Prime to Outlook''' is on:

* New Prime calendar entries can be created in Outlook.
* Changes made in Prime can update Outlook.
* Calendar items deleted in Prime can be deleted from Outlook.

When '''Prime to Outlook''' is off:

* Prime will not send calendar changes to Outlook.

Use this option if you want Prime to be the source calendar and Outlook to receive Prime calendar items.

== Turn Outlook to Prime On / Off ==

Controls whether Outlook is allowed to send calendar entries to Prime.

When '''Outlook to Prime''' is on:

* New Outlook events can be copied into Prime.
* Outlook event changes can update Prime calendar entries.
* Outlook-deleted events may appear in Prime's deleted-item review list.

When '''Outlook to Prime''' is off:

* Outlook events will not be imported into Prime.
* Outlook changes will not update Prime.
* Outlook deletions will not be brought into Prime for review.

'''Privacy warning:''' If your Outlook calendar contains private or personal items, do not turn on Outlook to Prime unless those items are appropriate to appear in Prime.

== Refresh Status ==

Refreshes the information shown on the screen.

Use this after making changes or after completing a sync.

== Close ==

Closes the Microsoft Outlook Calendar Sync screen.

= Recommended Setup Choices =

== Option 1: Prime to Outlook Only ==

Use this if you want Prime calendar items to appear in Outlook, but you do not want Outlook items imported into Prime.

Settings:

<pre>
Prime to Outlook: On
Outlook to Prime: Off
</pre>

This is the safest option if your Outlook calendar contains private information.

== Option 2: Outlook to Prime Only ==

Use this if you want Outlook events copied into Prime, but you do not want Prime calendar changes sent back to Outlook.

Settings:

<pre>
Prime to Outlook: Off
Outlook to Prime: On
</pre>

Use this carefully because Outlook events may become visible in Prime.

== Option 3: Two-Way Sync ==

Use this if you want Prime and Outlook to keep each other updated.

Settings:

<pre>
Prime to Outlook: On
Outlook to Prime: On
</pre>

This is the most complete sync option, but users should be careful not to edit the same calendar item in both systems at the same time before syncing.

== Option 4: Sync Disabled ==

Use this if you do not want calendar sync for your account.

Settings:

<pre>
Calendar Sync Enabled: No
</pre>

= First-Time User Setup =

# Open '''Search'''.
# Choose '''Custom Search'''.
# Click '''Microsoft Outlook Calendar Sync'''.
# Click '''Sign in / Reconnect'''.
# Sign in using your Microsoft 365 account.
# Return to Prime.
# Click '''Test Connection'''.
# Confirm that the connection works.
# Choose your sync direction:
#* Turn '''Prime to Outlook''' on or off.
#* Turn '''Outlook to Prime''' on or off.
# Click '''Enable My Sync''' if sync is not already enabled.
# Click '''Sync Now'''.

= Normal Daily Use =

To sync your calendar:

# Open '''Search'''.
# Choose '''Custom Search'''.
# Click '''Microsoft Outlook Calendar Sync'''.
# Review your settings.
# Click '''Sync Now'''.
# Wait for sync to complete.
# If deleted items are pending review, click '''Review Deleted Items'''.

= What Happens During Sync =

Depending on your settings, Prime may:

* Send Prime calendar entries to Outlook.
* Update Outlook when Prime calendar entries change.
* Delete Outlook events when the matching Prime calendar entry is deleted.
* Import Outlook events into Prime.
* Update Prime calendar entries when Outlook events change.
* Mark Outlook-deleted events for review instead of automatically deleting Prime calendar entries.

= Recurring Outlook Events =

Recurring Outlook events are handled as individual calendar entries in Prime.

For example, if Outlook has a daily recurring event for three days, Prime may show three separate calendar entries.

Prime does not currently edit the Outlook recurrence pattern itself.

= Private Outlook Events =

If Outlook to Prime sync is enabled, Outlook events may be imported into Prime.

Private or confidential information in Outlook may become visible in Prime depending on your organization's Prime permissions.

If you are unsure whether Outlook events should be visible in Prime, use:

<pre>
Prime to Outlook: On
Outlook to Prime: Off
</pre>

or ask your supervisor or administrator before enabling Outlook to Prime sync.

= Troubleshooting =

== Sync does not run ==

Check:

* Are you signed in to Microsoft 365?
* Is Calendar Sync Enabled?
* Is at least one sync direction turned on?
* Does Test Connection work?

== Outlook events are not appearing in Prime ==

Check:

<pre>
Outlook to Prime = On
Calendar Sync Enabled = Yes
</pre>

Also make sure the event is within the organization's sync date range.

== Prime events are not appearing in Outlook ==

Check:

<pre>
Prime to Outlook = On
Calendar Sync Enabled = Yes
</pre>

Also make sure the Prime calendar item belongs to your staff account.

== Deleted Outlook item keeps showing for review ==

Open '''Review Deleted Items''' and choose the correct action:

<pre>
Recreate in Outlook
Keep Prime Only
Accept Delete
</pre>

== Wrong Microsoft account is connected ==

Click:

<pre>
Sign in / Reconnect
</pre>

and sign in with the correct Microsoft 365 account.

== Error message appears ==

Write down or copy:

* The error message
* The date and time
* The calendar item involved
* Whether the item was changed in Prime or Outlook

Then contact support.

= Best Practices =

* Sync after making calendar changes.
* Avoid editing the same calendar item in both Prime and Outlook before syncing.
* Review deleted Outlook items regularly.
* Be cautious before enabling Outlook to Prime sync.
* Do not connect another person's Microsoft account to your Prime login.
* If your Microsoft account changes, use Sign in / Reconnect.

= Support Checklist =

When troubleshooting an organization, check these first:

# Entra app exists in the organization's tenant.
# Redirect URI is exactly:
#: <pre>http://localhost:3017/</pre>
# Public client flow is enabled.
# Graph delegated permissions include:
#: <pre>User.Read, Calendars.ReadWrite, offline_access</pre>
# Tenant ID and Client ID are entered correctly in Prime.
# Organization-level sync is enabled.
# Staff-level sync is enabled.
# User has successfully signed in from Prime.
# SQL tables, indexes, and triggers are installed.
# Outlook Deleted Calendar Review screen shows only the current user's review items.

= 3. Per-User Setup in Prime =

Each Prime user who wants Outlook calendar sync must complete a Microsoft sign-in.

# Log in to Prime as the user.
# Open the Microsoft 365 calendar sync setup/sign-in screen.
# Choose:
#: <pre>Sign in to Microsoft 365</pre>
# A browser window opens.
# The user signs in with their Microsoft 365 account.
# Microsoft may ask the user to consent to calendar access.
# After successful sign-in, Prime saves that user's Microsoft identity and refresh token.

The user should only sign in to the Microsoft account that corresponds to their own Outlook calendar.
</div>
</div>

<div class="toccolours mw-collapsible mw-collapsed" style="padding:0.5em; margin:1em 0;">
'''Archived / old material''' — This information is outdated and kept for reference only.

<div class="mw-collapsible-content">

Setup for individual staff members is very easy. Within the staff member forms, go to the Calendar Setup tab. Insert the appropriate path to the Office 365 website (shown as https://outlook.office365.com in the example below) and the O365 username (shown as test@kempscaseworks.onmicrosoft.com). To test that the entries are valid, click the test button and, when prompted, enter the user’s O365 password.

[[File:Screen Shot 2019-08-21 at 11.17.37 AM.png|400px]]

The system will use the entries to attempt to contact the O365 system and test the username and passwords entered. If Prime believes the settings are correct, a message is shown indicating the test seemed to work.

[[File:CalSync2.png|400px]]

A failure results in a failure message:

[[File:CalSync3.png|400px]]

Set the time zone for the staff person using the dropdown list. Determine the method of synchronization desired. For example, if the staff person wants to sync from O365 to Prime, and from Prime to O365, check both boxes. If the staff person only wants to sync from O365 to Prime, select that single box. If the staff person only wants to sync from Prime to O365, select that single box.

Syncing only one way (i.e., choosing only one checkbox) will result in inconsistent entries in both calendars. For example, when syncing only from Prime to O365, entries in Prime will be reflected in the O365 calendar. Changes to those entries will also be reflected in the O365 calendar. New entries or changes to the O365 calendar will not change any entries in Prime.

The first two times a user synchronizes their calendar will take longer than successive syncs. The reason for that is the initial syncs require getting all entries from both calendars and making sure they are copied to the other calendar. Because entries are not yet tied to one another, entries in the calendars may appear to duplicate.

To illustrate, before synchronization, a staff member would enter a calendar item in Prime, and then enter that same item in O365. Neither O365 nor Prime associate those entries as the same entry. Rather, each entry is treated as unique. When a sync is performed, the calendar item in Prime is added to the O365 calendar. The O365 item is added to Prime. Those entries may be for the same event, but O365 and Prime do not know that.

After the initial synchronization, new entries in either calendar should not appear to “duplicate” in the other calendar. Each entry, when synched, has its own unique identifier that each calendar understands. When a change is made in one location, the same change is made in the other using those unique identifiers.

After the first two syncs, synchronization should be much faster. Since only changes on either side are transferred, there will be much less to copy. The first couple of syncs should be made using the O365 Sync Start Page. This page is accessed using the top-line menu bar and going to SearchCustom Search and clicking on the Exchange Sync button:

[[File:Screen Shot 2019-08-21 at 11.19.15 AM.png|400px]]

A user may press the “Open O365 Sync Details” button to get to the original setup page. Pressing the “Sync” button will start the synchronization process. The user is prompted for his password. [Note: The sync is only performed for the user who is currently logged into Prime.] The system, depending on the settings made for the user, will then sync to and from O365/Prime.

As the synchronization progresses, updates are shown on this page, including the total number of items to synchronize, and how many are complete. Finally, the starting and ending times for the sync are displayed.

After the initial synchronization is performed by the user, and when exiting the system using the Exit menu option, a user will be asked whether he wants to perform a calendar sync. Answering “Yes” will initiate the calendar sync before exiting the system.

[[File:CalSync5.png|400px]]

Answering “No” will avoid a calendar sync. Finally, clicking “Cancel” will indicate the user never wants to be asked again and effectively disables calendar syncing.

[Some limitations exist on syncing. Old entries are ignored. Only entries within the last few days and into the future are synced. Changes to old entries are also ignored. This helps improve the speed of syncing and limits bandwidth use. Additionally, because Prime is a standalone product, it is not a true “calendar client”. Moving O365 calendars or resetting the sync settings in Prime will cause all items to be synced and (potentially) duplicated. Synchronization only takes place when Prime is running and synchronization is triggered.]

The start and stop time in Prime and O365 are copied between calendars. Additionally, the “Note” in Prime is used as the title in the O365 entry and vice versa.

</div>
</div>

Office 365 Calendar Sync - Administrative Setup

2026-05-21T20:07:12Z

Jspenceratty: /* Archived Materials */

Prime 16 utilizes technologies made available through Office 365 (O365) to provide users with the ability to synchronize their Prime and O365 calendars. This new sync is very easy to use in Prime. This is the updated version as of 05/19/2026. Prior version information is below in the "Archived/old material" section.

<div class="toccolours mw-collapsible mw-collapsed" style="padding:0.5em; margin:1em 0;">
'''Admin/Setup Information''' — This information is for administration/setup use.

<div class="mw-collapsible-content">

= Prime Microsoft 365 Calendar Sync Setup Instructions =

These instructions are for organizations setting up Prime calendar sync with Microsoft 365 / Outlook. Each organization should create its own Microsoft Entra application registration in its own Microsoft tenant.

== 1. Setup ==

=== A. Microsoft 365 / Entra Administrator Setup ===

The organization's Microsoft 365 administrator must create an app registration in Microsoft Entra. This allows Prime to connect each Prime user to that user's Microsoft 365 Outlook calendar.

# Sign in to the Microsoft Entra admin center. https://entra.microsoft.com
# Go to:
#: <pre>Entra ID → App registrations</pre>
# Choose:
#: <pre>New registration</pre>
# Enter a name such as:
#: <pre>Prime Access Calendar Sync</pre>
# For supported account types, choose:
#: <pre>Single tenant only - <your domain name></pre>
#: This means the app is only for your organization's Microsoft tenant.
# Create the app registration by clicking "Register"
# After the app is created, copy these two values:
#:<pre>Application (client) ID and Directory (tenant) ID</pre>
# These will be entered into Prime.

=== B. Configure the Redirect URI ===

In the app registration, go to:

<pre>Authentication</pre>

Click "Add Redirect URI" and choose:

<pre>Mobile and desktop applications</pre>

In the blank box (that may show an example entry), add this custom redirect URI exactly:

<pre>http://localhost:3017/</pre>

'''Important:''' The final slash matters!

Prime uses a desktop OAuth sign-in flow where Microsoft signs the user in through the browser and redirects back to a local listener on the user's workstation.

=== C. Enable Public Client Flow ===

Still under the app registration's '''Authentication''' page, in the ''Settings'' section, enable:

<pre>Allow public client flows</pre>

Set it to:

<pre>Enabled</pre>

Prime is a desktop Access front end, so it should be treated as a public client.

=== D. Add Microsoft Graph Permissions ===

In the app registration, go to:

<pre>API permissions</pre>

Add Microsoft Graph delegated permissions:

<pre>
User.Read
Calendars.ReadWrite
offline_access
</pre>

Prime uses delegated permissions because each Prime user signs in as themselves.

If the organization blocks user consent, an administrator may need to grant consent for the organization.

== 2. Prime Administrator Setup ==

After the Microsoft administrator creates the Entra app, open Prime and go to the calendar sync settings screen.

<pre>Admin → Custom Admin</pre>

and choose

<pre>Exchange Calendar Sync Settings</pre>

In the "Exchange Calendar Sync Admin" form, choose "Open Org Settings".

Enter the following values:

<pre>
Tenant ID: Directory (tenant) ID from Entra
Client ID: Application (client) ID from Entra
Redirect URI: <<As instructed by Kemp's Case Works staff>>
Default Time Zone: <<Select the appropriate time zone>>
</pre>

Then enable organization-level calendar sync:

<pre>Calendar Sync Enabled = Yes</pre>

Recommended sync window:

<pre>
Sync Past Days: 30
Sync Future Days: 365
</pre>

Each organization can adjust those values later.

In the "Exchange Calendar Sync Settings" page click "Save Settings" and close this form. This should put you back in the "Exchange Calendar Sync Admin" form. Click on "Refresh Status" to see the values you've entered.

===Testing Settings===
====Test Chilkat/OAuth====
In the "Exchange Calendar Sync Admin" click the "Test Chilkat/OAuth" button. This will test to ensure the underlying/background systems are in place that are necessary for the system to run.

At the bottom you should see "Chilkat.OAuth2 object created and configured success". That means the system should be ready. Click OK to close this screen and return to the "Exchange Calendar Sync Admin" screen.

====Test Sign-in / Me====
This button will test sign in with Microsoft using your Microsoft account. Be prepared to pass whatever credentials and two-factor authentication tests you may have set up with Microsoft.

When you click this button, a web browser page should appear asking you to log in. You must use your account credentials in the agency. After successful logon, you should see "OAuth2 access is granted." This informs you the Microsoft system has authenticated you and returned information that Prime can use.

Close the web browser.

You should see a "Microsoft Graph sign-in succeeded" notification together with information about your name and email account.

====Test Calendar Create/Delete====
This tests Prime's ability to create and then delete an entry in the calendar. Once again, you will be required to log on using your Organization's account. Use the web browser to enter your credentials and then close it. (It should again show the "OAuth2 access is granted" message.

You should see a note saying a test calendar event was created, together with a question of whether you want to delete it, click "Yes" to test deletion capacity.

You should see "The Outlook test event was created and deleted successfully." This indicates your setup is complete.

You can click "Close" to close the "Exchange Calendar Sync Admin" form.

</div>
</div>

<div class="toccolours mw-collapsible mw-collapsed" style="padding:0.5em; margin:1em 0;">
'''User Information''' — This information is for general users.

<div class="mw-collapsible-content">
= Microsoft Outlook Calendar Sync - User Instructions =

== Opening the Calendar Sync Screen ==

# In Prime, go to '''Search'''.
# Choose '''Custom Search'''.
# Click the '''Microsoft Outlook Calendar Sync''' button.

This opens the Microsoft 365 / Outlook Calendar Sync screen.

= Important Privacy Warning =

'''Be careful when enabling Outlook to Prime sync.'''

If you turn on '''Outlook to Prime''', events from your Microsoft Outlook calendar may be copied into Prime. Depending on your organization's Prime permissions, calendar entries imported into Prime may be viewable by other Prime users, supervisors, administrators, or staff who have access to calendar screens, reports, or related records.

'''Do not enable Outlook to Prime sync if your Outlook calendar contains private or personal information that should not appear in Prime.'''

Examples may include:

* Personal medical appointments
* Family events
* Private reminders
* Confidential organization meetings
* Events not intended for Prime users to see

If you only want Prime calendar items to appear in Outlook, use '''Prime to Outlook''' only.

= Screen Overview =

The Microsoft Outlook Calendar Sync screen shows your current Microsoft 365 calendar connection and sync settings.

== Status Fields ==

=== Prime Staff SNUM ===

Shows your current Prime staff number.

=== Connection Status ===

Shows whether your Prime account is connected to Microsoft 365.

Common values include:

<pre>
Not signed in to Microsoft 365 from Prime.
Connected / enabled
Connected / disabled
</pre>

=== Calendar Sync Enabled ===

Shows whether calendar sync is currently enabled for your Prime user account.

=== Deleted Items Pending Review ===

Shows how many Outlook-deleted calendar items are waiting for you to review in Prime.

=== Prime to Outlook ===

Shows whether Prime is allowed to send calendar items to Outlook.

If this is turned on:

<pre>
Prime calendar entries can be created, updated, or deleted in Outlook.
</pre>

=== Outlook to Prime ===

Shows whether Outlook is allowed to send calendar items into Prime.

If this is turned on:

<pre>
Outlook calendar entries can be imported or updated in Prime.
Outlook-deleted items may appear in Prime's deletion review list.
</pre>

'''Privacy warning:''' Only turn this on if Outlook calendar items are appropriate to appear in Prime.

=== Last Successful Sync ===

Shows the last time a sync completed successfully.

=== Last Sync Attempt ===

Shows the last time Prime attempted to run calendar sync.

=== Microsoft Account Connection ===

Shows the Microsoft account currently connected to Prime.

This may include:

* Display Name
* User Principal Name
* Mail

Make sure this is your correct Microsoft 365 account.

=== Last Sync Message / Error ===

Shows the most recent sync message or error.

If sync fails, support staff may ask you to provide this message.

= Buttons and What They Do =

== Sign in / Reconnect ==

Use this button to connect your Prime account to Microsoft 365.

Click this button when:

* You are setting up calendar sync for the first time.
* Your Microsoft password changed.
* Your Microsoft connection stopped working.
* You connected the wrong Microsoft account.
* Support staff asks you to reconnect.

After clicking the button, a Microsoft sign-in window opens. Sign in using the Microsoft 365 account that belongs to you.

'''Important:''' Do not sign in with another user's Microsoft account.

== Test Connection ==

Checks whether Prime can still connect to your Microsoft 365 account.

Use this after signing in or reconnecting.

If the test succeeds, your Microsoft connection is working.

If the test fails, try '''Sign in / Reconnect'''.

== Sync Now ==

Runs calendar sync for your account.

The exact sync behavior depends on your direction settings:

<pre>
Prime to Outlook = On
Prime sends calendar entries to Outlook.

Outlook to Prime = On
Outlook sends calendar entries to Prime.

Both directions = On
Prime and Outlook sync both ways.

Both directions = Off
No calendar sync occurs.
</pre>

This is the normal button users should press when they want to sync their calendar.

== Review Deleted Items ==

Opens the Outlook Deleted Calendar Review screen.

Use this when the screen shows one or more deleted items pending review.

This happens when an event that Prime knows about was deleted from Outlook.

Prime does not automatically delete the Prime calendar item. Instead, Prime asks you what should happen.

The review screen may allow options such as:

<pre>
Recreate in Outlook
Keep Prime Only
Accept Delete
</pre>

=== Recreate in Outlook ===

Use this if the item should still exist in Outlook.

Prime keeps the Prime calendar item and creates a new Outlook event.

=== Keep Prime Only ===

Use this if the item should remain in Prime but should no longer sync to Outlook.

=== Accept Delete ===

Use this only if the Prime calendar item should also be deleted.

'''Be careful with Accept Delete.''' This may remove the calendar entry from Prime.

== Enable My Sync ==

Turns calendar sync on for your Prime user account.

If both sync directions are off, enabling sync may turn on both directions by default, depending on your organization's setup.

After enabling sync, review the direction settings:

<pre>
Prime to Outlook
Outlook to Prime
</pre>

Make sure they are set the way you want.

== Disable My Sync ==

Turns calendar sync off for your Prime user account.

Use this if you do not want Prime and Outlook to sync.

When sync is disabled:

* Prime will not send calendar items to Outlook.
* Outlook will not send calendar items to Prime.
* Sync Now will not perform calendar syncing for your account.

== Turn Prime to Outlook On / Off ==

Controls whether Prime is allowed to send calendar entries to Outlook.

When '''Prime to Outlook''' is on:

* New Prime calendar entries can be created in Outlook.
* Changes made in Prime can update Outlook.
* Calendar items deleted in Prime can be deleted from Outlook.

When '''Prime to Outlook''' is off:

* Prime will not send calendar changes to Outlook.

Use this option if you want Prime to be the source calendar and Outlook to receive Prime calendar items.

== Turn Outlook to Prime On / Off ==

Controls whether Outlook is allowed to send calendar entries to Prime.

When '''Outlook to Prime''' is on:

* New Outlook events can be copied into Prime.
* Outlook event changes can update Prime calendar entries.
* Outlook-deleted events may appear in Prime's deleted-item review list.

When '''Outlook to Prime''' is off:

* Outlook events will not be imported into Prime.
* Outlook changes will not update Prime.
* Outlook deletions will not be brought into Prime for review.

'''Privacy warning:''' If your Outlook calendar contains private or personal items, do not turn on Outlook to Prime unless those items are appropriate to appear in Prime.

== Refresh Status ==

Refreshes the information shown on the screen.

Use this after making changes or after completing a sync.

== Close ==

Closes the Microsoft Outlook Calendar Sync screen.

= Recommended Setup Choices =

== Option 1: Prime to Outlook Only ==

Use this if you want Prime calendar items to appear in Outlook, but you do not want Outlook items imported into Prime.

Settings:

<pre>
Prime to Outlook: On
Outlook to Prime: Off
</pre>

This is the safest option if your Outlook calendar contains private information.

== Option 2: Outlook to Prime Only ==

Use this if you want Outlook events copied into Prime, but you do not want Prime calendar changes sent back to Outlook.

Settings:

<pre>
Prime to Outlook: Off
Outlook to Prime: On
</pre>

Use this carefully because Outlook events may become visible in Prime.

== Option 3: Two-Way Sync ==

Use this if you want Prime and Outlook to keep each other updated.

Settings:

<pre>
Prime to Outlook: On
Outlook to Prime: On
</pre>

This is the most complete sync option, but users should be careful not to edit the same calendar item in both systems at the same time before syncing.

== Option 4: Sync Disabled ==

Use this if you do not want calendar sync for your account.

Settings:

<pre>
Calendar Sync Enabled: No
</pre>

= First-Time User Setup =

# Open '''Search'''.
# Choose '''Custom Search'''.
# Click '''Microsoft Outlook Calendar Sync'''.
# Click '''Sign in / Reconnect'''.
# Sign in using your Microsoft 365 account.
# Return to Prime.
# Click '''Test Connection'''.
# Confirm that the connection works.
# Choose your sync direction:
#* Turn '''Prime to Outlook''' on or off.
#* Turn '''Outlook to Prime''' on or off.
# Click '''Enable My Sync''' if sync is not already enabled.
# Click '''Sync Now'''.

= Normal Daily Use =

To sync your calendar:

# Open '''Search'''.
# Choose '''Custom Search'''.
# Click '''Microsoft Outlook Calendar Sync'''.
# Review your settings.
# Click '''Sync Now'''.
# Wait for sync to complete.
# If deleted items are pending review, click '''Review Deleted Items'''.

= What Happens During Sync =

Depending on your settings, Prime may:

* Send Prime calendar entries to Outlook.
* Update Outlook when Prime calendar entries change.
* Delete Outlook events when the matching Prime calendar entry is deleted.
* Import Outlook events into Prime.
* Update Prime calendar entries when Outlook events change.
* Mark Outlook-deleted events for review instead of automatically deleting Prime calendar entries.

= Recurring Outlook Events =

Recurring Outlook events are handled as individual calendar entries in Prime.

For example, if Outlook has a daily recurring event for three days, Prime may show three separate calendar entries.

Prime does not currently edit the Outlook recurrence pattern itself.

= Private Outlook Events =

If Outlook to Prime sync is enabled, Outlook events may be imported into Prime.

Private or confidential information in Outlook may become visible in Prime depending on your organization's Prime permissions.

If you are unsure whether Outlook events should be visible in Prime, use:

<pre>
Prime to Outlook: On
Outlook to Prime: Off
</pre>

or ask your supervisor or administrator before enabling Outlook to Prime sync.

= Troubleshooting =

== Sync does not run ==

Check:

* Are you signed in to Microsoft 365?
* Is Calendar Sync Enabled?
* Is at least one sync direction turned on?
* Does Test Connection work?

== Outlook events are not appearing in Prime ==

Check:

<pre>
Outlook to Prime = On
Calendar Sync Enabled = Yes
</pre>

Also make sure the event is within the organization's sync date range.

== Prime events are not appearing in Outlook ==

Check:

<pre>
Prime to Outlook = On
Calendar Sync Enabled = Yes
</pre>

Also make sure the Prime calendar item belongs to your staff account.

== Deleted Outlook item keeps showing for review ==

Open '''Review Deleted Items''' and choose the correct action:

<pre>
Recreate in Outlook
Keep Prime Only
Accept Delete
</pre>

== Wrong Microsoft account is connected ==

Click:

<pre>
Sign in / Reconnect
</pre>

and sign in with the correct Microsoft 365 account.

== Error message appears ==

Write down or copy:

* The error message
* The date and time
* The calendar item involved
* Whether the item was changed in Prime or Outlook

Then contact support.

= Best Practices =

* Sync after making calendar changes.
* Avoid editing the same calendar item in both Prime and Outlook before syncing.
* Review deleted Outlook items regularly.
* Be cautious before enabling Outlook to Prime sync.
* Do not connect another person's Microsoft account to your Prime login.
* If your Microsoft account changes, use Sign in / Reconnect.

= Support Checklist =

When troubleshooting an organization, check these first:

# Entra app exists in the organization's tenant.
# Redirect URI is exactly:
#: <pre>http://localhost:3017/</pre>
# Public client flow is enabled.
# Graph delegated permissions include:
#: <pre>User.Read, Calendars.ReadWrite, offline_access</pre>
# Tenant ID and Client ID are entered correctly in Prime.
# Organization-level sync is enabled.
# Staff-level sync is enabled.
# User has successfully signed in from Prime.
# SQL tables, indexes, and triggers are installed.
# Outlook Deleted Calendar Review screen shows only the current user's review items.

= 3. Per-User Setup in Prime =

Each Prime user who wants Outlook calendar sync must complete a Microsoft sign-in.

# Log in to Prime as the user.
# Open the Microsoft 365 calendar sync setup/sign-in screen.
# Choose:
#: <pre>Sign in to Microsoft 365</pre>
# A browser window opens.
# The user signs in with their Microsoft 365 account.
# Microsoft may ask the user to consent to calendar access.
# After successful sign-in, Prime saves that user's Microsoft identity and refresh token.

The user should only sign in to the Microsoft account that corresponds to their own Outlook calendar.
</div>
</div>

<div class="toccolours mw-collapsible mw-collapsed" style="padding:0.5em; margin:1em 0;">
'''Archived / old material''' — This information is outdated and kept for reference only.

<div class="mw-collapsible-content">

Setup for individual staff members is very easy. Within the staff member forms, go to the Calendar Setup tab. Insert the appropriate path to the Office 365 website (shown as https://outlook.office365.com in the example below) and the O365 username (shown as test@kempscaseworks.onmicrosoft.com). To test that the entries are valid, click the test button and, when prompted, enter the user’s O365 password.

[[File:Screen Shot 2019-08-21 at 11.17.37 AM.png|400px]]

The system will use the entries to attempt to contact the O365 system and test the username and passwords entered. If Prime believes the settings are correct, a message is shown indicating the test seemed to work.

[[File:CalSync2.png|400px]]

A failure results in a failure message:

[[File:CalSync3.png|400px]]

Set the time zone for the staff person using the dropdown list. Determine the method of synchronization desired. For example, if the staff person wants to sync from O365 to Prime, and from Prime to O365, check both boxes. If the staff person only wants to sync from O365 to Prime, select that single box. If the staff person only wants to sync from Prime to O365, select that single box.

Syncing only one way (i.e., choosing only one checkbox) will result in inconsistent entries in both calendars. For example, when syncing only from Prime to O365, entries in Prime will be reflected in the O365 calendar. Changes to those entries will also be reflected in the O365 calendar. New entries or changes to the O365 calendar will not change any entries in Prime.

The first two times a user synchronizes their calendar will take longer than successive syncs. The reason for that is the initial syncs require getting all entries from both calendars and making sure they are copied to the other calendar. Because entries are not yet tied to one another, entries in the calendars may appear to duplicate.

To illustrate, before synchronization, a staff member would enter a calendar item in Prime, and then enter that same item in O365. Neither O365 nor Prime associate those entries as the same entry. Rather, each entry is treated as unique. When a sync is performed, the calendar item in Prime is added to the O365 calendar. The O365 item is added to Prime. Those entries may be for the same event, but O365 and Prime do not know that.

After the initial synchronization, new entries in either calendar should not appear to “duplicate” in the other calendar. Each entry, when synched, has its own unique identifier that each calendar understands. When a change is made in one location, the same change is made in the other using those unique identifiers.

After the first two syncs, synchronization should be much faster. Since only changes on either side are transferred, there will be much less to copy. The first couple of syncs should be made using the O365 Sync Start Page. This page is accessed using the top-line menu bar and going to SearchCustom Search and clicking on the Exchange Sync button:

[[File:Screen Shot 2019-08-21 at 11.19.15 AM.png|400px]]

A user may press the “Open O365 Sync Details” button to get to the original setup page. Pressing the “Sync” button will start the synchronization process. The user is prompted for his password. [Note: The sync is only performed for the user who is currently logged into Prime.] The system, depending on the settings made for the user, will then sync to and from O365/Prime.

As the synchronization progresses, updates are shown on this page, including the total number of items to synchronize, and how many are complete. Finally, the starting and ending times for the sync are displayed.

After the initial synchronization is performed by the user, and when exiting the system using the Exit menu option, a user will be asked whether he wants to perform a calendar sync. Answering “Yes” will initiate the calendar sync before exiting the system.

[[File:CalSync5.png|400px]]

Answering “No” will avoid a calendar sync. Finally, clicking “Cancel” will indicate the user never wants to be asked again and effectively disables calendar syncing.

[Some limitations exist on syncing. Old entries are ignored. Only entries within the last few days and into the future are synced. Changes to old entries are also ignored. This helps improve the speed of syncing and limits bandwidth use. Additionally, because Prime is a standalone product, it is not a true “calendar client”. Moving O365 calendars or resetting the sync settings in Prime will cause all items to be synced and (potentially) duplicated. Synchronization only takes place when Prime is running and synchronization is triggered.]

The start and stop time in Prime and O365 are copied between calendars. Additionally, the “Note” in Prime is used as the title in the O365 entry and vice versa.

</div>
</div>

Office 365 Calendar Sync - Administrative Setup

2026-05-21T20:07:01Z

Jspenceratty:

Prime 16 utilizes technologies made available through Office 365 (O365) to provide users with the ability to synchronize their Prime and O365 calendars. This new sync is very easy to use in Prime. This is the updated version as of 05/19/2026. Prior version information is below in the "Archived/old material" section.

<div class="toccolours mw-collapsible mw-collapsed" style="padding:0.5em; margin:1em 0;">
'''Admin/Setup Information''' — This information is for administration/setup use.

<div class="mw-collapsible-content">

= Prime Microsoft 365 Calendar Sync Setup Instructions =

These instructions are for organizations setting up Prime calendar sync with Microsoft 365 / Outlook. Each organization should create its own Microsoft Entra application registration in its own Microsoft tenant.

== 1. Setup ==

=== A. Microsoft 365 / Entra Administrator Setup ===

The organization's Microsoft 365 administrator must create an app registration in Microsoft Entra. This allows Prime to connect each Prime user to that user's Microsoft 365 Outlook calendar.

# Sign in to the Microsoft Entra admin center. https://entra.microsoft.com
# Go to:
#: <pre>Entra ID → App registrations</pre>
# Choose:
#: <pre>New registration</pre>
# Enter a name such as:
#: <pre>Prime Access Calendar Sync</pre>
# For supported account types, choose:
#: <pre>Single tenant only - <your domain name></pre>
#: This means the app is only for your organization's Microsoft tenant.
# Create the app registration by clicking "Register"
# After the app is created, copy these two values:
#:<pre>Application (client) ID and Directory (tenant) ID</pre>
# These will be entered into Prime.

=== B. Configure the Redirect URI ===

In the app registration, go to:

<pre>Authentication</pre>

Click "Add Redirect URI" and choose:

<pre>Mobile and desktop applications</pre>

In the blank box (that may show an example entry), add this custom redirect URI exactly:

<pre>http://localhost:3017/</pre>

'''Important:''' The final slash matters!

Prime uses a desktop OAuth sign-in flow where Microsoft signs the user in through the browser and redirects back to a local listener on the user's workstation.

=== C. Enable Public Client Flow ===

Still under the app registration's '''Authentication''' page, in the ''Settings'' section, enable:

<pre>Allow public client flows</pre>

Set it to:

<pre>Enabled</pre>

Prime is a desktop Access front end, so it should be treated as a public client.

=== D. Add Microsoft Graph Permissions ===

In the app registration, go to:

<pre>API permissions</pre>

Add Microsoft Graph delegated permissions:

<pre>
User.Read
Calendars.ReadWrite
offline_access
</pre>

Prime uses delegated permissions because each Prime user signs in as themselves.

If the organization blocks user consent, an administrator may need to grant consent for the organization.

== 2. Prime Administrator Setup ==

After the Microsoft administrator creates the Entra app, open Prime and go to the calendar sync settings screen.

<pre>Admin → Custom Admin</pre>

and choose

<pre>Exchange Calendar Sync Settings</pre>

In the "Exchange Calendar Sync Admin" form, choose "Open Org Settings".

Enter the following values:

<pre>
Tenant ID: Directory (tenant) ID from Entra
Client ID: Application (client) ID from Entra
Redirect URI: <<As instructed by Kemp's Case Works staff>>
Default Time Zone: <<Select the appropriate time zone>>
</pre>

Then enable organization-level calendar sync:

<pre>Calendar Sync Enabled = Yes</pre>

Recommended sync window:

<pre>
Sync Past Days: 30
Sync Future Days: 365
</pre>

Each organization can adjust those values later.

In the "Exchange Calendar Sync Settings" page click "Save Settings" and close this form. This should put you back in the "Exchange Calendar Sync Admin" form. Click on "Refresh Status" to see the values you've entered.

===Testing Settings===
====Test Chilkat/OAuth====
In the "Exchange Calendar Sync Admin" click the "Test Chilkat/OAuth" button. This will test to ensure the underlying/background systems are in place that are necessary for the system to run.

At the bottom you should see "Chilkat.OAuth2 object created and configured success". That means the system should be ready. Click OK to close this screen and return to the "Exchange Calendar Sync Admin" screen.

====Test Sign-in / Me====
This button will test sign in with Microsoft using your Microsoft account. Be prepared to pass whatever credentials and two-factor authentication tests you may have set up with Microsoft.

When you click this button, a web browser page should appear asking you to log in. You must use your account credentials in the agency. After successful logon, you should see "OAuth2 access is granted." This informs you the Microsoft system has authenticated you and returned information that Prime can use.

Close the web browser.

You should see a "Microsoft Graph sign-in succeeded" notification together with information about your name and email account.

====Test Calendar Create/Delete====
This tests Prime's ability to create and then delete an entry in the calendar. Once again, you will be required to log on using your Organization's account. Use the web browser to enter your credentials and then close it. (It should again show the "OAuth2 access is granted" message.

You should see a note saying a test calendar event was created, together with a question of whether you want to delete it, click "Yes" to test deletion capacity.

You should see "The Outlook test event was created and deleted successfully." This indicates your setup is complete.

You can click "Close" to close the "Exchange Calendar Sync Admin" form.

</div>
</div>

<div class="toccolours mw-collapsible mw-collapsed" style="padding:0.5em; margin:1em 0;">
'''User Information''' — This information is for general users.

<div class="mw-collapsible-content">
= Microsoft Outlook Calendar Sync - User Instructions =

== Opening the Calendar Sync Screen ==

# In Prime, go to '''Search'''.
# Choose '''Custom Search'''.
# Click the '''Microsoft Outlook Calendar Sync''' button.

This opens the Microsoft 365 / Outlook Calendar Sync screen.

= Important Privacy Warning =

'''Be careful when enabling Outlook to Prime sync.'''

If you turn on '''Outlook to Prime''', events from your Microsoft Outlook calendar may be copied into Prime. Depending on your organization's Prime permissions, calendar entries imported into Prime may be viewable by other Prime users, supervisors, administrators, or staff who have access to calendar screens, reports, or related records.

'''Do not enable Outlook to Prime sync if your Outlook calendar contains private or personal information that should not appear in Prime.'''

Examples may include:

* Personal medical appointments
* Family events
* Private reminders
* Confidential organization meetings
* Events not intended for Prime users to see

If you only want Prime calendar items to appear in Outlook, use '''Prime to Outlook''' only.

= Screen Overview =

The Microsoft Outlook Calendar Sync screen shows your current Microsoft 365 calendar connection and sync settings.

== Status Fields ==

=== Prime Staff SNUM ===

Shows your current Prime staff number.

=== Connection Status ===

Shows whether your Prime account is connected to Microsoft 365.

Common values include:

<pre>
Not signed in to Microsoft 365 from Prime.
Connected / enabled
Connected / disabled
</pre>

=== Calendar Sync Enabled ===

Shows whether calendar sync is currently enabled for your Prime user account.

=== Deleted Items Pending Review ===

Shows how many Outlook-deleted calendar items are waiting for you to review in Prime.

=== Prime to Outlook ===

Shows whether Prime is allowed to send calendar items to Outlook.

If this is turned on:

<pre>
Prime calendar entries can be created, updated, or deleted in Outlook.
</pre>

=== Outlook to Prime ===

Shows whether Outlook is allowed to send calendar items into Prime.

If this is turned on:

<pre>
Outlook calendar entries can be imported or updated in Prime.
Outlook-deleted items may appear in Prime's deletion review list.
</pre>

'''Privacy warning:''' Only turn this on if Outlook calendar items are appropriate to appear in Prime.

=== Last Successful Sync ===

Shows the last time a sync completed successfully.

=== Last Sync Attempt ===

Shows the last time Prime attempted to run calendar sync.

=== Microsoft Account Connection ===

Shows the Microsoft account currently connected to Prime.

This may include:

* Display Name
* User Principal Name
* Mail

Make sure this is your correct Microsoft 365 account.

=== Last Sync Message / Error ===

Shows the most recent sync message or error.

If sync fails, support staff may ask you to provide this message.

= Buttons and What They Do =

== Sign in / Reconnect ==

Use this button to connect your Prime account to Microsoft 365.

Click this button when:

* You are setting up calendar sync for the first time.
* Your Microsoft password changed.
* Your Microsoft connection stopped working.
* You connected the wrong Microsoft account.
* Support staff asks you to reconnect.

After clicking the button, a Microsoft sign-in window opens. Sign in using the Microsoft 365 account that belongs to you.

'''Important:''' Do not sign in with another user's Microsoft account.

== Test Connection ==

Checks whether Prime can still connect to your Microsoft 365 account.

Use this after signing in or reconnecting.

If the test succeeds, your Microsoft connection is working.

If the test fails, try '''Sign in / Reconnect'''.

== Sync Now ==

Runs calendar sync for your account.

The exact sync behavior depends on your direction settings:

<pre>
Prime to Outlook = On
Prime sends calendar entries to Outlook.

Outlook to Prime = On
Outlook sends calendar entries to Prime.

Both directions = On
Prime and Outlook sync both ways.

Both directions = Off
No calendar sync occurs.
</pre>

This is the normal button users should press when they want to sync their calendar.

== Review Deleted Items ==

Opens the Outlook Deleted Calendar Review screen.

Use this when the screen shows one or more deleted items pending review.

This happens when an event that Prime knows about was deleted from Outlook.

Prime does not automatically delete the Prime calendar item. Instead, Prime asks you what should happen.

The review screen may allow options such as:

<pre>
Recreate in Outlook
Keep Prime Only
Accept Delete
</pre>

=== Recreate in Outlook ===

Use this if the item should still exist in Outlook.

Prime keeps the Prime calendar item and creates a new Outlook event.

=== Keep Prime Only ===

Use this if the item should remain in Prime but should no longer sync to Outlook.

=== Accept Delete ===

Use this only if the Prime calendar item should also be deleted.

'''Be careful with Accept Delete.''' This may remove the calendar entry from Prime.

== Enable My Sync ==

Turns calendar sync on for your Prime user account.

If both sync directions are off, enabling sync may turn on both directions by default, depending on your organization's setup.

After enabling sync, review the direction settings:

<pre>
Prime to Outlook
Outlook to Prime
</pre>

Make sure they are set the way you want.

== Disable My Sync ==

Turns calendar sync off for your Prime user account.

Use this if you do not want Prime and Outlook to sync.

When sync is disabled:

* Prime will not send calendar items to Outlook.
* Outlook will not send calendar items to Prime.
* Sync Now will not perform calendar syncing for your account.

== Turn Prime to Outlook On / Off ==

Controls whether Prime is allowed to send calendar entries to Outlook.

When '''Prime to Outlook''' is on:

* New Prime calendar entries can be created in Outlook.
* Changes made in Prime can update Outlook.
* Calendar items deleted in Prime can be deleted from Outlook.

When '''Prime to Outlook''' is off:

* Prime will not send calendar changes to Outlook.

Use this option if you want Prime to be the source calendar and Outlook to receive Prime calendar items.

== Turn Outlook to Prime On / Off ==

Controls whether Outlook is allowed to send calendar entries to Prime.

When '''Outlook to Prime''' is on:

* New Outlook events can be copied into Prime.
* Outlook event changes can update Prime calendar entries.
* Outlook-deleted events may appear in Prime's deleted-item review list.

When '''Outlook to Prime''' is off:

* Outlook events will not be imported into Prime.
* Outlook changes will not update Prime.
* Outlook deletions will not be brought into Prime for review.

'''Privacy warning:''' If your Outlook calendar contains private or personal items, do not turn on Outlook to Prime unless those items are appropriate to appear in Prime.

== Refresh Status ==

Refreshes the information shown on the screen.

Use this after making changes or after completing a sync.

== Close ==

Closes the Microsoft Outlook Calendar Sync screen.

= Recommended Setup Choices =

== Option 1: Prime to Outlook Only ==

Use this if you want Prime calendar items to appear in Outlook, but you do not want Outlook items imported into Prime.

Settings:

<pre>
Prime to Outlook: On
Outlook to Prime: Off
</pre>

This is the safest option if your Outlook calendar contains private information.

== Option 2: Outlook to Prime Only ==

Use this if you want Outlook events copied into Prime, but you do not want Prime calendar changes sent back to Outlook.

Settings:

<pre>
Prime to Outlook: Off
Outlook to Prime: On
</pre>

Use this carefully because Outlook events may become visible in Prime.

== Option 3: Two-Way Sync ==

Use this if you want Prime and Outlook to keep each other updated.

Settings:

<pre>
Prime to Outlook: On
Outlook to Prime: On
</pre>

This is the most complete sync option, but users should be careful not to edit the same calendar item in both systems at the same time before syncing.

== Option 4: Sync Disabled ==

Use this if you do not want calendar sync for your account.

Settings:

<pre>
Calendar Sync Enabled: No
</pre>

= First-Time User Setup =

# Open '''Search'''.
# Choose '''Custom Search'''.
# Click '''Microsoft Outlook Calendar Sync'''.
# Click '''Sign in / Reconnect'''.
# Sign in using your Microsoft 365 account.
# Return to Prime.
# Click '''Test Connection'''.
# Confirm that the connection works.
# Choose your sync direction:
#* Turn '''Prime to Outlook''' on or off.
#* Turn '''Outlook to Prime''' on or off.
# Click '''Enable My Sync''' if sync is not already enabled.
# Click '''Sync Now'''.

= Normal Daily Use =

To sync your calendar:

# Open '''Search'''.
# Choose '''Custom Search'''.
# Click '''Microsoft Outlook Calendar Sync'''.
# Review your settings.
# Click '''Sync Now'''.
# Wait for sync to complete.
# If deleted items are pending review, click '''Review Deleted Items'''.

= What Happens During Sync =

Depending on your settings, Prime may:

* Send Prime calendar entries to Outlook.
* Update Outlook when Prime calendar entries change.
* Delete Outlook events when the matching Prime calendar entry is deleted.
* Import Outlook events into Prime.
* Update Prime calendar entries when Outlook events change.
* Mark Outlook-deleted events for review instead of automatically deleting Prime calendar entries.

= Recurring Outlook Events =

Recurring Outlook events are handled as individual calendar entries in Prime.

For example, if Outlook has a daily recurring event for three days, Prime may show three separate calendar entries.

Prime does not currently edit the Outlook recurrence pattern itself.

= Private Outlook Events =

If Outlook to Prime sync is enabled, Outlook events may be imported into Prime.

Private or confidential information in Outlook may become visible in Prime depending on your organization's Prime permissions.

If you are unsure whether Outlook events should be visible in Prime, use:

<pre>
Prime to Outlook: On
Outlook to Prime: Off
</pre>

or ask your supervisor or administrator before enabling Outlook to Prime sync.

= Troubleshooting =

== Sync does not run ==

Check:

* Are you signed in to Microsoft 365?
* Is Calendar Sync Enabled?
* Is at least one sync direction turned on?
* Does Test Connection work?

== Outlook events are not appearing in Prime ==

Check:

<pre>
Outlook to Prime = On
Calendar Sync Enabled = Yes
</pre>

Also make sure the event is within the organization's sync date range.

== Prime events are not appearing in Outlook ==

Check:

<pre>
Prime to Outlook = On
Calendar Sync Enabled = Yes
</pre>

Also make sure the Prime calendar item belongs to your staff account.

== Deleted Outlook item keeps showing for review ==

Open '''Review Deleted Items''' and choose the correct action:

<pre>
Recreate in Outlook
Keep Prime Only
Accept Delete
</pre>

== Wrong Microsoft account is connected ==

Click:

<pre>
Sign in / Reconnect
</pre>

and sign in with the correct Microsoft 365 account.

== Error message appears ==

Write down or copy:

* The error message
* The date and time
* The calendar item involved
* Whether the item was changed in Prime or Outlook

Then contact support.

= Best Practices =

* Sync after making calendar changes.
* Avoid editing the same calendar item in both Prime and Outlook before syncing.
* Review deleted Outlook items regularly.
* Be cautious before enabling Outlook to Prime sync.
* Do not connect another person's Microsoft account to your Prime login.
* If your Microsoft account changes, use Sign in / Reconnect.

= Support Checklist =

When troubleshooting an organization, check these first:

# Entra app exists in the organization's tenant.
# Redirect URI is exactly:
#: <pre>http://localhost:3017/</pre>
# Public client flow is enabled.
# Graph delegated permissions include:
#: <pre>User.Read, Calendars.ReadWrite, offline_access</pre>
# Tenant ID and Client ID are entered correctly in Prime.
# Organization-level sync is enabled.
# Staff-level sync is enabled.
# User has successfully signed in from Prime.
# SQL tables, indexes, and triggers are installed.
# Outlook Deleted Calendar Review screen shows only the current user's review items.

= 3. Per-User Setup in Prime =

Each Prime user who wants Outlook calendar sync must complete a Microsoft sign-in.

# Log in to Prime as the user.
# Open the Microsoft 365 calendar sync setup/sign-in screen.
# Choose:
#: <pre>Sign in to Microsoft 365</pre>
# A browser window opens.
# The user signs in with their Microsoft 365 account.
# Microsoft may ask the user to consent to calendar access.
# After successful sign-in, Prime saves that user's Microsoft identity and refresh token.

The user should only sign in to the Microsoft account that corresponds to their own Outlook calendar.
</div>
</div>

=Archived Materials=
<div class="toccolours mw-collapsible mw-collapsed" style="padding:0.5em; margin:1em 0;">
'''Archived / old material''' — This information is outdated and kept for reference only.

<div class="mw-collapsible-content">

Setup for individual staff members is very easy. Within the staff member forms, go to the Calendar Setup tab. Insert the appropriate path to the Office 365 website (shown as https://outlook.office365.com in the example below) and the O365 username (shown as test@kempscaseworks.onmicrosoft.com). To test that the entries are valid, click the test button and, when prompted, enter the user’s O365 password.

[[File:Screen Shot 2019-08-21 at 11.17.37 AM.png|400px]]

The system will use the entries to attempt to contact the O365 system and test the username and passwords entered. If Prime believes the settings are correct, a message is shown indicating the test seemed to work.

[[File:CalSync2.png|400px]]

A failure results in a failure message:

[[File:CalSync3.png|400px]]

Set the time zone for the staff person using the dropdown list. Determine the method of synchronization desired. For example, if the staff person wants to sync from O365 to Prime, and from Prime to O365, check both boxes. If the staff person only wants to sync from O365 to Prime, select that single box. If the staff person only wants to sync from Prime to O365, select that single box.

Syncing only one way (i.e., choosing only one checkbox) will result in inconsistent entries in both calendars. For example, when syncing only from Prime to O365, entries in Prime will be reflected in the O365 calendar. Changes to those entries will also be reflected in the O365 calendar. New entries or changes to the O365 calendar will not change any entries in Prime.

The first two times a user synchronizes their calendar will take longer than successive syncs. The reason for that is the initial syncs require getting all entries from both calendars and making sure they are copied to the other calendar. Because entries are not yet tied to one another, entries in the calendars may appear to duplicate.

To illustrate, before synchronization, a staff member would enter a calendar item in Prime, and then enter that same item in O365. Neither O365 nor Prime associate those entries as the same entry. Rather, each entry is treated as unique. When a sync is performed, the calendar item in Prime is added to the O365 calendar. The O365 item is added to Prime. Those entries may be for the same event, but O365 and Prime do not know that.

After the initial synchronization, new entries in either calendar should not appear to “duplicate” in the other calendar. Each entry, when synched, has its own unique identifier that each calendar understands. When a change is made in one location, the same change is made in the other using those unique identifiers.

After the first two syncs, synchronization should be much faster. Since only changes on either side are transferred, there will be much less to copy. The first couple of syncs should be made using the O365 Sync Start Page. This page is accessed using the top-line menu bar and going to SearchCustom Search and clicking on the Exchange Sync button:

[[File:Screen Shot 2019-08-21 at 11.19.15 AM.png|400px]]

A user may press the “Open O365 Sync Details” button to get to the original setup page. Pressing the “Sync” button will start the synchronization process. The user is prompted for his password. [Note: The sync is only performed for the user who is currently logged into Prime.] The system, depending on the settings made for the user, will then sync to and from O365/Prime.

As the synchronization progresses, updates are shown on this page, including the total number of items to synchronize, and how many are complete. Finally, the starting and ending times for the sync are displayed.

After the initial synchronization is performed by the user, and when exiting the system using the Exit menu option, a user will be asked whether he wants to perform a calendar sync. Answering “Yes” will initiate the calendar sync before exiting the system.

[[File:CalSync5.png|400px]]

Answering “No” will avoid a calendar sync. Finally, clicking “Cancel” will indicate the user never wants to be asked again and effectively disables calendar syncing.

[Some limitations exist on syncing. Old entries are ignored. Only entries within the last few days and into the future are synced. Changes to old entries are also ignored. This helps improve the speed of syncing and limits bandwidth use. Additionally, because Prime is a standalone product, it is not a true “calendar client”. Moving O365 calendars or resetting the sync settings in Prime will cause all items to be synced and (potentially) duplicated. Synchronization only takes place when Prime is running and synchronization is triggered.]

The start and stop time in Prime and O365 are copied between calendars. Additionally, the “Note” in Prime is used as the title in the O365 entry and vice versa.

</div>
</div>

Office 365 Calendar Sync - Administrative Setup

2026-05-21T19:57:54Z

Jspenceratty: /* Prime Microsoft 365 Calendar Sync Instructions */

Prime 16 utilizes technologies made available through Office 365 (O365) to provide users with the ability to synchronize their Prime and O365 calendars. This new sync is very easy to use in Prime. This is the updated version as of 05/19/2026. Prior version information is below in the "Archived/old material" section.

= Prime Microsoft 365 Calendar Sync Setup Instructions =

These instructions are for organizations setting up Prime calendar sync with Microsoft 365 / Outlook. Each organization should create its own Microsoft Entra application registration in its own Microsoft tenant.

== 1. Setup ==

=== A. Microsoft 365 / Entra Administrator Setup ===

The organization's Microsoft 365 administrator must create an app registration in Microsoft Entra. This allows Prime to connect each Prime user to that user's Microsoft 365 Outlook calendar.

# Sign in to the Microsoft Entra admin center. https://entra.microsoft.com
# Go to:
#: <pre>Entra ID → App registrations</pre>
# Choose:
#: <pre>New registration</pre>
# Enter a name such as:
#: <pre>Prime Access Calendar Sync</pre>
# For supported account types, choose:
#: <pre>Single tenant only - <your domain name></pre>
#: This means the app is only for your organization's Microsoft tenant.
# Create the app registration by clicking "Register"
# After the app is created, copy these two values:
#:<pre>Application (client) ID and Directory (tenant) ID</pre>
# These will be entered into Prime.

=== B. Configure the Redirect URI ===

In the app registration, go to:

<pre>Authentication</pre>

Click "Add Redirect URI" and choose:

<pre>Mobile and desktop applications</pre>

In the blank box (that may show an example entry), add this custom redirect URI exactly:

<pre>http://localhost:3017/</pre>

'''Important:''' The final slash matters!

Prime uses a desktop OAuth sign-in flow where Microsoft signs the user in through the browser and redirects back to a local listener on the user's workstation.

=== C. Enable Public Client Flow ===

Still under the app registration's '''Authentication''' page, in the ''Settings'' section, enable:

<pre>Allow public client flows</pre>

Set it to:

<pre>Enabled</pre>

Prime is a desktop Access front end, so it should be treated as a public client.

=== D. Add Microsoft Graph Permissions ===

In the app registration, go to:

<pre>API permissions</pre>

Add Microsoft Graph delegated permissions:

<pre>
User.Read
Calendars.ReadWrite
offline_access
</pre>

Prime uses delegated permissions because each Prime user signs in as themselves.

If the organization blocks user consent, an administrator may need to grant consent for the organization.

== 2. Prime Administrator Setup ==

After the Microsoft administrator creates the Entra app, open Prime and go to the calendar sync settings screen.

<pre>Admin → Custom Admin</pre>

and choose

<pre>Exchange Calendar Sync Settings</pre>

In the "Exchange Calendar Sync Admin" form, choose "Open Org Settings".

Enter the following values:

<pre>
Tenant ID: Directory (tenant) ID from Entra
Client ID: Application (client) ID from Entra
Redirect URI: <<As instructed by Kemp's Case Works staff>>
Default Time Zone: <<Select the appropriate time zone>>
</pre>

Then enable organization-level calendar sync:

<pre>Calendar Sync Enabled = Yes</pre>

Recommended sync window:

<pre>
Sync Past Days: 30
Sync Future Days: 365
</pre>

Each organization can adjust those values later.

In the "Exchange Calendar Sync Settings" page click "Save Settings" and close this form. This should put you back in the "Exchange Calendar Sync Admin" form. Click on "Refresh Status" to see the values you've entered.

===Testing Settings===
====Test Chilkat/OAuth====
In the "Exchange Calendar Sync Admin" click the "Test Chilkat/OAuth" button. This will test to ensure the underlying/background systems are in place that are necessary for the system to run.

At the bottom you should see "Chilkat.OAuth2 object created and configured success". That means the system should be ready. Click OK to close this screen and return to the "Exchange Calendar Sync Admin" screen.

====Test Sign-in / Me====
This button will test sign in with Microsoft using your Microsoft account. Be prepared to pass whatever credentials and two-factor authentication tests you may have set up with Microsoft.

When you click this button, a web browser page should appear asking you to log in. You must use your account credentials in the agency. After successful logon, you should see "OAuth2 access is granted." This informs you the Microsoft system has authenticated you and returned information that Prime can use.

Close the web browser.

You should see a "Microsoft Graph sign-in succeeded" notification together with information about your name and email account.

====Test Calendar Create/Delete====
This tests Prime's ability to create and then delete an entry in the calendar. Once again, you will be required to log on using your Organization's account. Use the web browser to enter your credentials and then close it. (It should again show the "OAuth2 access is granted" message.

You should see a note saying a test calendar event was created, together with a question of whether you want to delete it, click "Yes" to test deletion capacity.

You should see "The Outlook test event was created and deleted successfully." This indicates your setup is complete.

You can click "Close" to close the "Exchange Calendar Sync Admin" form.

= Microsoft Outlook Calendar Sync - User Instructions =

== Opening the Calendar Sync Screen ==

# In Prime, go to '''Search'''.
# Choose '''Custom Search'''.
# Click the '''Microsoft Outlook Calendar Sync''' button.

This opens the Microsoft 365 / Outlook Calendar Sync screen.

= Important Privacy Warning =

'''Be careful when enabling Outlook to Prime sync.'''

If you turn on '''Outlook to Prime''', events from your Microsoft Outlook calendar may be copied into Prime. Depending on your organization's Prime permissions, calendar entries imported into Prime may be viewable by other Prime users, supervisors, administrators, or staff who have access to calendar screens, reports, or related records.

'''Do not enable Outlook to Prime sync if your Outlook calendar contains private or personal information that should not appear in Prime.'''

Examples may include:

* Personal medical appointments
* Family events
* Private reminders
* Confidential organization meetings
* Events not intended for Prime users to see

If you only want Prime calendar items to appear in Outlook, use '''Prime to Outlook''' only.

= Screen Overview =

The Microsoft Outlook Calendar Sync screen shows your current Microsoft 365 calendar connection and sync settings.

== Status Fields ==

=== Prime Staff SNUM ===

Shows your current Prime staff number.

=== Connection Status ===

Shows whether your Prime account is connected to Microsoft 365.

Common values include:

<pre>
Not signed in to Microsoft 365 from Prime.
Connected / enabled
Connected / disabled
</pre>

=== Calendar Sync Enabled ===

Shows whether calendar sync is currently enabled for your Prime user account.

=== Deleted Items Pending Review ===

Shows how many Outlook-deleted calendar items are waiting for you to review in Prime.

=== Prime to Outlook ===

Shows whether Prime is allowed to send calendar items to Outlook.

If this is turned on:

<pre>
Prime calendar entries can be created, updated, or deleted in Outlook.
</pre>

=== Outlook to Prime ===

Shows whether Outlook is allowed to send calendar items into Prime.

If this is turned on:

<pre>
Outlook calendar entries can be imported or updated in Prime.
Outlook-deleted items may appear in Prime's deletion review list.
</pre>

'''Privacy warning:''' Only turn this on if Outlook calendar items are appropriate to appear in Prime.

=== Last Successful Sync ===

Shows the last time a sync completed successfully.

=== Last Sync Attempt ===

Shows the last time Prime attempted to run calendar sync.

=== Microsoft Account Connection ===

Shows the Microsoft account currently connected to Prime.

This may include:

* Display Name
* User Principal Name
* Mail

Make sure this is your correct Microsoft 365 account.

=== Last Sync Message / Error ===

Shows the most recent sync message or error.

If sync fails, support staff may ask you to provide this message.

= Buttons and What They Do =

== Sign in / Reconnect ==

Use this button to connect your Prime account to Microsoft 365.

Click this button when:

* You are setting up calendar sync for the first time.
* Your Microsoft password changed.
* Your Microsoft connection stopped working.
* You connected the wrong Microsoft account.
* Support staff asks you to reconnect.

After clicking the button, a Microsoft sign-in window opens. Sign in using the Microsoft 365 account that belongs to you.

'''Important:''' Do not sign in with another user's Microsoft account.

== Test Connection ==

Checks whether Prime can still connect to your Microsoft 365 account.

Use this after signing in or reconnecting.

If the test succeeds, your Microsoft connection is working.

If the test fails, try '''Sign in / Reconnect'''.

== Sync Now ==

Runs calendar sync for your account.

The exact sync behavior depends on your direction settings:

<pre>
Prime to Outlook = On
Prime sends calendar entries to Outlook.

Outlook to Prime = On
Outlook sends calendar entries to Prime.

Both directions = On
Prime and Outlook sync both ways.

Both directions = Off
No calendar sync occurs.
</pre>

This is the normal button users should press when they want to sync their calendar.

== Review Deleted Items ==

Opens the Outlook Deleted Calendar Review screen.

Use this when the screen shows one or more deleted items pending review.

This happens when an event that Prime knows about was deleted from Outlook.

Prime does not automatically delete the Prime calendar item. Instead, Prime asks you what should happen.

The review screen may allow options such as:

<pre>
Recreate in Outlook
Keep Prime Only
Accept Delete
</pre>

=== Recreate in Outlook ===

Use this if the item should still exist in Outlook.

Prime keeps the Prime calendar item and creates a new Outlook event.

=== Keep Prime Only ===

Use this if the item should remain in Prime but should no longer sync to Outlook.

=== Accept Delete ===

Use this only if the Prime calendar item should also be deleted.

'''Be careful with Accept Delete.''' This may remove the calendar entry from Prime.

== Enable My Sync ==

Turns calendar sync on for your Prime user account.

If both sync directions are off, enabling sync may turn on both directions by default, depending on your organization's setup.

After enabling sync, review the direction settings:

<pre>
Prime to Outlook
Outlook to Prime
</pre>

Make sure they are set the way you want.

== Disable My Sync ==

Turns calendar sync off for your Prime user account.

Use this if you do not want Prime and Outlook to sync.

When sync is disabled:

* Prime will not send calendar items to Outlook.
* Outlook will not send calendar items to Prime.
* Sync Now will not perform calendar syncing for your account.

== Turn Prime to Outlook On / Off ==

Controls whether Prime is allowed to send calendar entries to Outlook.

When '''Prime to Outlook''' is on:

* New Prime calendar entries can be created in Outlook.
* Changes made in Prime can update Outlook.
* Calendar items deleted in Prime can be deleted from Outlook.

When '''Prime to Outlook''' is off:

* Prime will not send calendar changes to Outlook.

Use this option if you want Prime to be the source calendar and Outlook to receive Prime calendar items.

== Turn Outlook to Prime On / Off ==

Controls whether Outlook is allowed to send calendar entries to Prime.

When '''Outlook to Prime''' is on:

* New Outlook events can be copied into Prime.
* Outlook event changes can update Prime calendar entries.
* Outlook-deleted events may appear in Prime's deleted-item review list.

When '''Outlook to Prime''' is off:

* Outlook events will not be imported into Prime.
* Outlook changes will not update Prime.
* Outlook deletions will not be brought into Prime for review.

'''Privacy warning:''' If your Outlook calendar contains private or personal items, do not turn on Outlook to Prime unless those items are appropriate to appear in Prime.

== Refresh Status ==

Refreshes the information shown on the screen.

Use this after making changes or after completing a sync.

== Close ==

Closes the Microsoft Outlook Calendar Sync screen.

= Recommended Setup Choices =

== Option 1: Prime to Outlook Only ==

Use this if you want Prime calendar items to appear in Outlook, but you do not want Outlook items imported into Prime.

Settings:

<pre>
Prime to Outlook: On
Outlook to Prime: Off
</pre>

This is the safest option if your Outlook calendar contains private information.

== Option 2: Outlook to Prime Only ==

Use this if you want Outlook events copied into Prime, but you do not want Prime calendar changes sent back to Outlook.

Settings:

<pre>
Prime to Outlook: Off
Outlook to Prime: On
</pre>

Use this carefully because Outlook events may become visible in Prime.

== Option 3: Two-Way Sync ==

Use this if you want Prime and Outlook to keep each other updated.

Settings:

<pre>
Prime to Outlook: On
Outlook to Prime: On
</pre>

This is the most complete sync option, but users should be careful not to edit the same calendar item in both systems at the same time before syncing.

== Option 4: Sync Disabled ==

Use this if you do not want calendar sync for your account.

Settings:

<pre>
Calendar Sync Enabled: No
</pre>

= First-Time User Setup =

# Open '''Search'''.
# Choose '''Custom Search'''.
# Click '''Microsoft Outlook Calendar Sync'''.
# Click '''Sign in / Reconnect'''.
# Sign in using your Microsoft 365 account.
# Return to Prime.
# Click '''Test Connection'''.
# Confirm that the connection works.
# Choose your sync direction:
#* Turn '''Prime to Outlook''' on or off.
#* Turn '''Outlook to Prime''' on or off.
# Click '''Enable My Sync''' if sync is not already enabled.
# Click '''Sync Now'''.

= Normal Daily Use =

To sync your calendar:

# Open '''Search'''.
# Choose '''Custom Search'''.
# Click '''Microsoft Outlook Calendar Sync'''.
# Review your settings.
# Click '''Sync Now'''.
# Wait for sync to complete.
# If deleted items are pending review, click '''Review Deleted Items'''.

= What Happens During Sync =

Depending on your settings, Prime may:

* Send Prime calendar entries to Outlook.
* Update Outlook when Prime calendar entries change.
* Delete Outlook events when the matching Prime calendar entry is deleted.
* Import Outlook events into Prime.
* Update Prime calendar entries when Outlook events change.
* Mark Outlook-deleted events for review instead of automatically deleting Prime calendar entries.

= Recurring Outlook Events =

Recurring Outlook events are handled as individual calendar entries in Prime.

For example, if Outlook has a daily recurring event for three days, Prime may show three separate calendar entries.

Prime does not currently edit the Outlook recurrence pattern itself.

= Private Outlook Events =

If Outlook to Prime sync is enabled, Outlook events may be imported into Prime.

Private or confidential information in Outlook may become visible in Prime depending on your organization's Prime permissions.

If you are unsure whether Outlook events should be visible in Prime, use:

<pre>
Prime to Outlook: On
Outlook to Prime: Off
</pre>

or ask your supervisor or administrator before enabling Outlook to Prime sync.

= Troubleshooting =

== Sync does not run ==

Check:

* Are you signed in to Microsoft 365?
* Is Calendar Sync Enabled?
* Is at least one sync direction turned on?
* Does Test Connection work?

== Outlook events are not appearing in Prime ==

Check:

<pre>
Outlook to Prime = On
Calendar Sync Enabled = Yes
</pre>

Also make sure the event is within the organization's sync date range.

== Prime events are not appearing in Outlook ==

Check:

<pre>
Prime to Outlook = On
Calendar Sync Enabled = Yes
</pre>

Also make sure the Prime calendar item belongs to your staff account.

== Deleted Outlook item keeps showing for review ==

Open '''Review Deleted Items''' and choose the correct action:

<pre>
Recreate in Outlook
Keep Prime Only
Accept Delete
</pre>

== Wrong Microsoft account is connected ==

Click:

<pre>
Sign in / Reconnect
</pre>

and sign in with the correct Microsoft 365 account.

== Error message appears ==

Write down or copy:

* The error message
* The date and time
* The calendar item involved
* Whether the item was changed in Prime or Outlook

Then contact support.

= Best Practices =

* Sync after making calendar changes.
* Avoid editing the same calendar item in both Prime and Outlook before syncing.
* Review deleted Outlook items regularly.
* Be cautious before enabling Outlook to Prime sync.
* Do not connect another person's Microsoft account to your Prime login.
* If your Microsoft account changes, use Sign in / Reconnect.

= Support Checklist =

When troubleshooting an organization, check these first:

# Entra app exists in the organization's tenant.
# Redirect URI is exactly:
#: <pre>http://localhost:3017/</pre>
# Public client flow is enabled.
# Graph delegated permissions include:
#: <pre>User.Read, Calendars.ReadWrite, offline_access</pre>
# Tenant ID and Client ID are entered correctly in Prime.
# Organization-level sync is enabled.
# Staff-level sync is enabled.
# User has successfully signed in from Prime.
# SQL tables, indexes, and triggers are installed.
# Outlook Deleted Calendar Review screen shows only the current user's review items.

= 3. Per-User Setup in Prime =

Each Prime user who wants Outlook calendar sync must complete a Microsoft sign-in.

# Log in to Prime as the user.
# Open the Microsoft 365 calendar sync setup/sign-in screen.
# Choose:
#: <pre>Sign in to Microsoft 365</pre>
# A browser window opens.
# The user signs in with their Microsoft 365 account.
# Microsoft may ask the user to consent to calendar access.
# After successful sign-in, Prime saves that user's Microsoft identity and refresh token.

The user should only sign in to the Microsoft account that corresponds to their own Outlook calendar.

=Archived Materials=
<div class="toccolours mw-collapsible mw-collapsed" style="padding:0.5em; margin:1em 0;">
'''Archived / old material''' — This information is outdated and kept for reference only.

<div class="mw-collapsible-content">

Setup for individual staff members is very easy. Within the staff member forms, go to the Calendar Setup tab. Insert the appropriate path to the Office 365 website (shown as https://outlook.office365.com in the example below) and the O365 username (shown as test@kempscaseworks.onmicrosoft.com). To test that the entries are valid, click the test button and, when prompted, enter the user’s O365 password.

[[File:Screen Shot 2019-08-21 at 11.17.37 AM.png|400px]]

The system will use the entries to attempt to contact the O365 system and test the username and passwords entered. If Prime believes the settings are correct, a message is shown indicating the test seemed to work.

[[File:CalSync2.png|400px]]

A failure results in a failure message:

[[File:CalSync3.png|400px]]

Set the time zone for the staff person using the dropdown list. Determine the method of synchronization desired. For example, if the staff person wants to sync from O365 to Prime, and from Prime to O365, check both boxes. If the staff person only wants to sync from O365 to Prime, select that single box. If the staff person only wants to sync from Prime to O365, select that single box.

Syncing only one way (i.e., choosing only one checkbox) will result in inconsistent entries in both calendars. For example, when syncing only from Prime to O365, entries in Prime will be reflected in the O365 calendar. Changes to those entries will also be reflected in the O365 calendar. New entries or changes to the O365 calendar will not change any entries in Prime.

The first two times a user synchronizes their calendar will take longer than successive syncs. The reason for that is the initial syncs require getting all entries from both calendars and making sure they are copied to the other calendar. Because entries are not yet tied to one another, entries in the calendars may appear to duplicate.

To illustrate, before synchronization, a staff member would enter a calendar item in Prime, and then enter that same item in O365. Neither O365 nor Prime associate those entries as the same entry. Rather, each entry is treated as unique. When a sync is performed, the calendar item in Prime is added to the O365 calendar. The O365 item is added to Prime. Those entries may be for the same event, but O365 and Prime do not know that.

After the initial synchronization, new entries in either calendar should not appear to “duplicate” in the other calendar. Each entry, when synched, has its own unique identifier that each calendar understands. When a change is made in one location, the same change is made in the other using those unique identifiers.

After the first two syncs, synchronization should be much faster. Since only changes on either side are transferred, there will be much less to copy. The first couple of syncs should be made using the O365 Sync Start Page. This page is accessed using the top-line menu bar and going to SearchCustom Search and clicking on the Exchange Sync button:

[[File:Screen Shot 2019-08-21 at 11.19.15 AM.png|400px]]

A user may press the “Open O365 Sync Details” button to get to the original setup page. Pressing the “Sync” button will start the synchronization process. The user is prompted for his password. [Note: The sync is only performed for the user who is currently logged into Prime.] The system, depending on the settings made for the user, will then sync to and from O365/Prime.

As the synchronization progresses, updates are shown on this page, including the total number of items to synchronize, and how many are complete. Finally, the starting and ending times for the sync are displayed.

After the initial synchronization is performed by the user, and when exiting the system using the Exit menu option, a user will be asked whether he wants to perform a calendar sync. Answering “Yes” will initiate the calendar sync before exiting the system.

[[File:CalSync5.png|400px]]

Answering “No” will avoid a calendar sync. Finally, clicking “Cancel” will indicate the user never wants to be asked again and effectively disables calendar syncing.

[Some limitations exist on syncing. Old entries are ignored. Only entries within the last few days and into the future are synced. Changes to old entries are also ignored. This helps improve the speed of syncing and limits bandwidth use. Additionally, because Prime is a standalone product, it is not a true “calendar client”. Moving O365 calendars or resetting the sync settings in Prime will cause all items to be synced and (potentially) duplicated. Synchronization only takes place when Prime is running and synchronization is triggered.]

The start and stop time in Prime and O365 are copied between calendars. Additionally, the “Note” in Prime is used as the title in the O365 entry and vice versa.

</div>
</div>

Office 365 Calendar Sync - Administrative Setup

2026-05-21T19:28:58Z

Jspenceratty: Undo revision 3237 by Jspenceratty (talk)

Prime 16 utilizes technologies made available through Office 365 (O365) to provide users with the ability to synchronize their Prime and O365 calendars. This new sync is very easy to use in Prime. This is the updated version as of 05/19/2026. Prior version information is below in the "Archived/old material" section.

= Prime Microsoft 365 Calendar Sync Instructions =

These instructions are for organizations setting up Prime calendar sync with Microsoft 365 / Outlook. Each organization should create its own Microsoft Entra application registration in its own Microsoft tenant.

== 1. Setup ==

=== A. Microsoft 365 / Entra Administrator Setup ===

The organization's Microsoft 365 administrator must create an app registration in Microsoft Entra. This allows Prime to connect each Prime user to that user's Microsoft 365 Outlook calendar.

# Sign in to the Microsoft Entra admin center. https://entra.microsoft.com
# Go to:
#: <pre>Entra ID → App registrations</pre>
# Choose:
#: <pre>New registration</pre>
# Enter a name such as:
#: <pre>Prime Access Calendar Sync</pre>
# For supported account types, choose:
#: <pre>Single tenant only - <your domain name></pre>
#: This means the app is only for your organization's Microsoft tenant.
# Create the app registration by clicking "Register"
# After the app is created, copy these two values:
#:<pre>Application (client) ID and Directory (tenant) ID</pre>
# These will be entered into Prime.

=== B. Configure the Redirect URI ===

In the app registration, go to:

<pre>Authentication</pre>

Click "Add Redirect URI" and choose:

<pre>Mobile and desktop applications</pre>

In the blank box (that may show an example entry), add this custom redirect URI exactly:

<pre>http://localhost:3017/</pre>

'''Important:''' The final slash matters!

Prime uses a desktop OAuth sign-in flow where Microsoft signs the user in through the browser and redirects back to a local listener on the user's workstation.

=== C. Enable Public Client Flow ===

Still under the app registration's '''Authentication''' page, in the ''Settings'' section, enable:

<pre>Allow public client flows</pre>

Set it to:

<pre>Enabled</pre>

Prime is a desktop Access front end, so it should be treated as a public client.

=== D. Add Microsoft Graph Permissions ===

In the app registration, go to:

<pre>API permissions</pre>

Add Microsoft Graph delegated permissions:

<pre>
User.Read
Calendars.ReadWrite
offline_access
</pre>

Prime uses delegated permissions because each Prime user signs in as themselves.

If the organization blocks user consent, an administrator may need to grant consent for the organization.

== 2. Prime Administrator Setup ==

After the Microsoft administrator creates the Entra app, open Prime and go to the calendar sync settings screen.

<pre>Admin → Custom Admin</pre>

and choose

<pre>Exchange Calendar Sync Settings</pre>

In the "Exchange Calendar Sync Admin" form, choose "Open Org Settings".

Enter the following values:

<pre>
Tenant ID: Directory (tenant) ID from Entra
Client ID: Application (client) ID from Entra
Redirect URI: <<As instructed by Kemp's Case Works staff>>
Default Time Zone: <<Select the appropriate time zone>>
</pre>

Then enable organization-level calendar sync:

<pre>Calendar Sync Enabled = Yes</pre>

Recommended sync window:

<pre>
Sync Past Days: 30
Sync Future Days: 365
</pre>

Each organization can adjust those values later.

In the "Exchange Calendar Sync Settings" page click "Save Settings" and close this form. This should put you back in the "Exchange Calendar Sync Admin" form. Click on "Refresh Status" to see the values you've entered.

===Testing Settings===
====Test Chilkat/OAuth====
In the "Exchange Calendar Sync Admin" click the "Test Chilkat/OAuth" button. This will test to ensure the underlying/background systems are in place that are necessary for the system to run.

At the bottom you should see "Chilkat.OAuth2 object created and configured success". That means the system should be ready. Click OK to close this screen and return to the "Exchange Calendar Sync Admin" screen.

====Test Sign-in / Me====
This button will test sign in with Microsoft using your Microsoft account. Be prepared to pass whatever credentials and two-factor authentication tests you may have set up with Microsoft.

When you click this button, a web browser page should appear asking you to log in. You must use your account credentials in the agency. After successful logon, you should see "OAuth2 access is granted." This informs you the Microsoft system has authenticated you and returned information that Prime can use.

Close the web browser.

You should see a "Microsoft Graph sign-in succeeded" notification together with information about your name and email account.

====Test Calendar Create/Delete====
This tests Prime's ability to create and then delete an entry in the calendar. Once again, you will be required to log on using your Organization's account. Use the web browser to enter your credentials and then close it. (It should again show the "OAuth2 access is granted" message.

You should see a note saying a test calendar event was created, together with a question of whether you want to delete it, click "Yes" to test deletion capacity.

You should see "The Outlook test event was created and deleted successfully." This indicates your setup is complete.

You can click "Close" to close the "Exchange Calendar Sync Admin" form.

= Microsoft Outlook Calendar Sync - User Instructions =

== Opening the Calendar Sync Screen ==

# In Prime, go to '''Search'''.
# Choose '''Custom Search'''.
# Click the '''Microsoft Outlook Calendar Sync''' button.

This opens the Microsoft 365 / Outlook Calendar Sync screen.

= Important Privacy Warning =

'''Be careful when enabling Outlook to Prime sync.'''

If you turn on '''Outlook to Prime''', events from your Microsoft Outlook calendar may be copied into Prime. Depending on your organization's Prime permissions, calendar entries imported into Prime may be viewable by other Prime users, supervisors, administrators, or staff who have access to calendar screens, reports, or related records.

'''Do not enable Outlook to Prime sync if your Outlook calendar contains private or personal information that should not appear in Prime.'''

Examples may include:

* Personal medical appointments
* Family events
* Private reminders
* Confidential organization meetings
* Events not intended for Prime users to see

If you only want Prime calendar items to appear in Outlook, use '''Prime to Outlook''' only.

= Screen Overview =

The Microsoft Outlook Calendar Sync screen shows your current Microsoft 365 calendar connection and sync settings.

== Status Fields ==

=== Prime Staff SNUM ===

Shows your current Prime staff number.

=== Connection Status ===

Shows whether your Prime account is connected to Microsoft 365.

Common values include:

<pre>
Not signed in to Microsoft 365 from Prime.
Connected / enabled
Connected / disabled
</pre>

=== Calendar Sync Enabled ===

Shows whether calendar sync is currently enabled for your Prime user account.

=== Deleted Items Pending Review ===

Shows how many Outlook-deleted calendar items are waiting for you to review in Prime.

=== Prime to Outlook ===

Shows whether Prime is allowed to send calendar items to Outlook.

If this is turned on:

<pre>
Prime calendar entries can be created, updated, or deleted in Outlook.
</pre>

=== Outlook to Prime ===

Shows whether Outlook is allowed to send calendar items into Prime.

If this is turned on:

<pre>
Outlook calendar entries can be imported or updated in Prime.
Outlook-deleted items may appear in Prime's deletion review list.
</pre>

'''Privacy warning:''' Only turn this on if Outlook calendar items are appropriate to appear in Prime.

=== Last Successful Sync ===

Shows the last time a sync completed successfully.

=== Last Sync Attempt ===

Shows the last time Prime attempted to run calendar sync.

=== Microsoft Account Connection ===

Shows the Microsoft account currently connected to Prime.

This may include:

* Display Name
* User Principal Name
* Mail

Make sure this is your correct Microsoft 365 account.

=== Last Sync Message / Error ===

Shows the most recent sync message or error.

If sync fails, support staff may ask you to provide this message.

= Buttons and What They Do =

== Sign in / Reconnect ==

Use this button to connect your Prime account to Microsoft 365.

Click this button when:

* You are setting up calendar sync for the first time.
* Your Microsoft password changed.
* Your Microsoft connection stopped working.
* You connected the wrong Microsoft account.
* Support staff asks you to reconnect.

After clicking the button, a Microsoft sign-in window opens. Sign in using the Microsoft 365 account that belongs to you.

'''Important:''' Do not sign in with another user's Microsoft account.

== Test Connection ==

Checks whether Prime can still connect to your Microsoft 365 account.

Use this after signing in or reconnecting.

If the test succeeds, your Microsoft connection is working.

If the test fails, try '''Sign in / Reconnect'''.

== Sync Now ==

Runs calendar sync for your account.

The exact sync behavior depends on your direction settings:

<pre>
Prime to Outlook = On
Prime sends calendar entries to Outlook.

Outlook to Prime = On
Outlook sends calendar entries to Prime.

Both directions = On
Prime and Outlook sync both ways.

Both directions = Off
No calendar sync occurs.
</pre>

This is the normal button users should press when they want to sync their calendar.

== Review Deleted Items ==

Opens the Outlook Deleted Calendar Review screen.

Use this when the screen shows one or more deleted items pending review.

This happens when an event that Prime knows about was deleted from Outlook.

Prime does not automatically delete the Prime calendar item. Instead, Prime asks you what should happen.

The review screen may allow options such as:

<pre>
Recreate in Outlook
Keep Prime Only
Accept Delete
</pre>

=== Recreate in Outlook ===

Use this if the item should still exist in Outlook.

Prime keeps the Prime calendar item and creates a new Outlook event.

=== Keep Prime Only ===

Use this if the item should remain in Prime but should no longer sync to Outlook.

=== Accept Delete ===

Use this only if the Prime calendar item should also be deleted.

'''Be careful with Accept Delete.''' This may remove the calendar entry from Prime.

== Enable My Sync ==

Turns calendar sync on for your Prime user account.

If both sync directions are off, enabling sync may turn on both directions by default, depending on your organization's setup.

After enabling sync, review the direction settings:

<pre>
Prime to Outlook
Outlook to Prime
</pre>

Make sure they are set the way you want.

== Disable My Sync ==

Turns calendar sync off for your Prime user account.

Use this if you do not want Prime and Outlook to sync.

When sync is disabled:

* Prime will not send calendar items to Outlook.
* Outlook will not send calendar items to Prime.
* Sync Now will not perform calendar syncing for your account.

== Turn Prime to Outlook On / Off ==

Controls whether Prime is allowed to send calendar entries to Outlook.

When '''Prime to Outlook''' is on:

* New Prime calendar entries can be created in Outlook.
* Changes made in Prime can update Outlook.
* Calendar items deleted in Prime can be deleted from Outlook.

When '''Prime to Outlook''' is off:

* Prime will not send calendar changes to Outlook.

Use this option if you want Prime to be the source calendar and Outlook to receive Prime calendar items.

== Turn Outlook to Prime On / Off ==

Controls whether Outlook is allowed to send calendar entries to Prime.

When '''Outlook to Prime''' is on:

* New Outlook events can be copied into Prime.
* Outlook event changes can update Prime calendar entries.
* Outlook-deleted events may appear in Prime's deleted-item review list.

When '''Outlook to Prime''' is off:

* Outlook events will not be imported into Prime.
* Outlook changes will not update Prime.
* Outlook deletions will not be brought into Prime for review.

'''Privacy warning:''' If your Outlook calendar contains private or personal items, do not turn on Outlook to Prime unless those items are appropriate to appear in Prime.

== Refresh Status ==

Refreshes the information shown on the screen.

Use this after making changes or after completing a sync.

== Close ==

Closes the Microsoft Outlook Calendar Sync screen.

= Recommended Setup Choices =

== Option 1: Prime to Outlook Only ==

Use this if you want Prime calendar items to appear in Outlook, but you do not want Outlook items imported into Prime.

Settings:

<pre>
Prime to Outlook: On
Outlook to Prime: Off
</pre>

This is the safest option if your Outlook calendar contains private information.

== Option 2: Outlook to Prime Only ==

Use this if you want Outlook events copied into Prime, but you do not want Prime calendar changes sent back to Outlook.

Settings:

<pre>
Prime to Outlook: Off
Outlook to Prime: On
</pre>

Use this carefully because Outlook events may become visible in Prime.

== Option 3: Two-Way Sync ==

Use this if you want Prime and Outlook to keep each other updated.

Settings:

<pre>
Prime to Outlook: On
Outlook to Prime: On
</pre>

This is the most complete sync option, but users should be careful not to edit the same calendar item in both systems at the same time before syncing.

== Option 4: Sync Disabled ==

Use this if you do not want calendar sync for your account.

Settings:

<pre>
Calendar Sync Enabled: No
</pre>

= First-Time User Setup =

# Open '''Search'''.
# Choose '''Custom Search'''.
# Click '''Microsoft Outlook Calendar Sync'''.
# Click '''Sign in / Reconnect'''.
# Sign in using your Microsoft 365 account.
# Return to Prime.
# Click '''Test Connection'''.
# Confirm that the connection works.
# Choose your sync direction:
#* Turn '''Prime to Outlook''' on or off.
#* Turn '''Outlook to Prime''' on or off.
# Click '''Enable My Sync''' if sync is not already enabled.
# Click '''Sync Now'''.

= Normal Daily Use =

To sync your calendar:

# Open '''Search'''.
# Choose '''Custom Search'''.
# Click '''Microsoft Outlook Calendar Sync'''.
# Review your settings.
# Click '''Sync Now'''.
# Wait for sync to complete.
# If deleted items are pending review, click '''Review Deleted Items'''.

= What Happens During Sync =

Depending on your settings, Prime may:

* Send Prime calendar entries to Outlook.
* Update Outlook when Prime calendar entries change.
* Delete Outlook events when the matching Prime calendar entry is deleted.
* Import Outlook events into Prime.
* Update Prime calendar entries when Outlook events change.
* Mark Outlook-deleted events for review instead of automatically deleting Prime calendar entries.

= Recurring Outlook Events =

Recurring Outlook events are handled as individual calendar entries in Prime.

For example, if Outlook has a daily recurring event for three days, Prime may show three separate calendar entries.

Prime does not currently edit the Outlook recurrence pattern itself.

= Private Outlook Events =

If Outlook to Prime sync is enabled, Outlook events may be imported into Prime.

Private or confidential information in Outlook may become visible in Prime depending on your organization's Prime permissions.

If you are unsure whether Outlook events should be visible in Prime, use:

<pre>
Prime to Outlook: On
Outlook to Prime: Off
</pre>

or ask your supervisor or administrator before enabling Outlook to Prime sync.

= Troubleshooting =

== Sync does not run ==

Check:

* Are you signed in to Microsoft 365?
* Is Calendar Sync Enabled?
* Is at least one sync direction turned on?
* Does Test Connection work?

== Outlook events are not appearing in Prime ==

Check:

<pre>
Outlook to Prime = On
Calendar Sync Enabled = Yes
</pre>

Also make sure the event is within the organization's sync date range.

== Prime events are not appearing in Outlook ==

Check:

<pre>
Prime to Outlook = On
Calendar Sync Enabled = Yes
</pre>

Also make sure the Prime calendar item belongs to your staff account.

== Deleted Outlook item keeps showing for review ==

Open '''Review Deleted Items''' and choose the correct action:

<pre>
Recreate in Outlook
Keep Prime Only
Accept Delete
</pre>

== Wrong Microsoft account is connected ==

Click:

<pre>
Sign in / Reconnect
</pre>

and sign in with the correct Microsoft 365 account.

== Error message appears ==

Write down or copy:

* The error message
* The date and time
* The calendar item involved
* Whether the item was changed in Prime or Outlook

Then contact support.

= Best Practices =

* Sync after making calendar changes.
* Avoid editing the same calendar item in both Prime and Outlook before syncing.
* Review deleted Outlook items regularly.
* Be cautious before enabling Outlook to Prime sync.
* Do not connect another person's Microsoft account to your Prime login.
* If your Microsoft account changes, use Sign in / Reconnect.

= Support Checklist =

When troubleshooting an organization, check these first:

# Entra app exists in the organization's tenant.
# Redirect URI is exactly:
#: <pre>http://localhost:3017/</pre>
# Public client flow is enabled.
# Graph delegated permissions include:
#: <pre>User.Read, Calendars.ReadWrite, offline_access</pre>
# Tenant ID and Client ID are entered correctly in Prime.
# Organization-level sync is enabled.
# Staff-level sync is enabled.
# User has successfully signed in from Prime.
# SQL tables, indexes, and triggers are installed.
# Outlook Deleted Calendar Review screen shows only the current user's review items.

= 3. Per-User Setup in Prime =

Each Prime user who wants Outlook calendar sync must complete a Microsoft sign-in.

# Log in to Prime as the user.
# Open the Microsoft 365 calendar sync setup/sign-in screen.
# Choose:
#: <pre>Sign in to Microsoft 365</pre>
# A browser window opens.
# The user signs in with their Microsoft 365 account.
# Microsoft may ask the user to consent to calendar access.
# After successful sign-in, Prime saves that user's Microsoft identity and refresh token.

The user should only sign in to the Microsoft account that corresponds to their own Outlook calendar.

=Archived Materials=
<div class="toccolours mw-collapsible mw-collapsed" style="padding:0.5em; margin:1em 0;">
'''Archived / old material''' — This information is outdated and kept for reference only.

<div class="mw-collapsible-content">

Setup for individual staff members is very easy. Within the staff member forms, go to the Calendar Setup tab. Insert the appropriate path to the Office 365 website (shown as https://outlook.office365.com in the example below) and the O365 username (shown as test@kempscaseworks.onmicrosoft.com). To test that the entries are valid, click the test button and, when prompted, enter the user’s O365 password.

[[File:Screen Shot 2019-08-21 at 11.17.37 AM.png|400px]]

The system will use the entries to attempt to contact the O365 system and test the username and passwords entered. If Prime believes the settings are correct, a message is shown indicating the test seemed to work.

[[File:CalSync2.png|400px]]

A failure results in a failure message:

[[File:CalSync3.png|400px]]

Set the time zone for the staff person using the dropdown list. Determine the method of synchronization desired. For example, if the staff person wants to sync from O365 to Prime, and from Prime to O365, check both boxes. If the staff person only wants to sync from O365 to Prime, select that single box. If the staff person only wants to sync from Prime to O365, select that single box.

Syncing only one way (i.e., choosing only one checkbox) will result in inconsistent entries in both calendars. For example, when syncing only from Prime to O365, entries in Prime will be reflected in the O365 calendar. Changes to those entries will also be reflected in the O365 calendar. New entries or changes to the O365 calendar will not change any entries in Prime.

The first two times a user synchronizes their calendar will take longer than successive syncs. The reason for that is the initial syncs require getting all entries from both calendars and making sure they are copied to the other calendar. Because entries are not yet tied to one another, entries in the calendars may appear to duplicate.

To illustrate, before synchronization, a staff member would enter a calendar item in Prime, and then enter that same item in O365. Neither O365 nor Prime associate those entries as the same entry. Rather, each entry is treated as unique. When a sync is performed, the calendar item in Prime is added to the O365 calendar. The O365 item is added to Prime. Those entries may be for the same event, but O365 and Prime do not know that.

After the initial synchronization, new entries in either calendar should not appear to “duplicate” in the other calendar. Each entry, when synched, has its own unique identifier that each calendar understands. When a change is made in one location, the same change is made in the other using those unique identifiers.

After the first two syncs, synchronization should be much faster. Since only changes on either side are transferred, there will be much less to copy. The first couple of syncs should be made using the O365 Sync Start Page. This page is accessed using the top-line menu bar and going to SearchCustom Search and clicking on the Exchange Sync button:

[[File:Screen Shot 2019-08-21 at 11.19.15 AM.png|400px]]

A user may press the “Open O365 Sync Details” button to get to the original setup page. Pressing the “Sync” button will start the synchronization process. The user is prompted for his password. [Note: The sync is only performed for the user who is currently logged into Prime.] The system, depending on the settings made for the user, will then sync to and from O365/Prime.

As the synchronization progresses, updates are shown on this page, including the total number of items to synchronize, and how many are complete. Finally, the starting and ending times for the sync are displayed.

After the initial synchronization is performed by the user, and when exiting the system using the Exit menu option, a user will be asked whether he wants to perform a calendar sync. Answering “Yes” will initiate the calendar sync before exiting the system.

[[File:CalSync5.png|400px]]

Answering “No” will avoid a calendar sync. Finally, clicking “Cancel” will indicate the user never wants to be asked again and effectively disables calendar syncing.

[Some limitations exist on syncing. Old entries are ignored. Only entries within the last few days and into the future are synced. Changes to old entries are also ignored. This helps improve the speed of syncing and limits bandwidth use. Additionally, because Prime is a standalone product, it is not a true “calendar client”. Moving O365 calendars or resetting the sync settings in Prime will cause all items to be synced and (potentially) duplicated. Synchronization only takes place when Prime is running and synchronization is triggered.]

The start and stop time in Prime and O365 are copied between calendars. Additionally, the “Note” in Prime is used as the title in the O365 entry and vice versa.

</div>
</div>

Office 365 Calendar Sync - Administrative Setup

2026-05-21T19:27:47Z

Jspenceratty: Reverted edits by Jspenceratty (talk) to last revision by Kempscas

More information may be found here: [[File:Prime O365 Calendar Sync.pdf]]

Office 365 Calendar Sync - Administrative Setup

2026-05-21T19:20:07Z

Jspenceratty: /* 3. Per-User Setup in Prime */

Prime 16 utilizes technologies made available through Office 365 (O365) to provide users with the ability to synchronize their Prime and O365 calendars. This new sync is very easy to use in Prime. This is the updated version as of 05/19/2026. Prior version information is below in the "Archived/old material" section.

= Prime Microsoft 365 Calendar Sync Instructions =

These instructions are for organizations setting up Prime calendar sync with Microsoft 365 / Outlook. Each organization should create its own Microsoft Entra application registration in its own Microsoft tenant.

== 1. Setup ==

=== A. Microsoft 365 / Entra Administrator Setup ===

The organization's Microsoft 365 administrator must create an app registration in Microsoft Entra. This allows Prime to connect each Prime user to that user's Microsoft 365 Outlook calendar.

# Sign in to the Microsoft Entra admin center. https://entra.microsoft.com
# Go to:
#: <pre>Entra ID → App registrations</pre>
# Choose:
#: <pre>New registration</pre>
# Enter a name such as:
#: <pre>Prime Access Calendar Sync</pre>
# For supported account types, choose:
#: <pre>Single tenant only - <your domain name></pre>
#: This means the app is only for your organization's Microsoft tenant.
# Create the app registration by clicking "Register"
# After the app is created, copy these two values:
#:<pre>Application (client) ID and Directory (tenant) ID</pre>
# These will be entered into Prime.

=== B. Configure the Redirect URI ===

In the app registration, go to:

<pre>Authentication</pre>

Click "Add Redirect URI" and choose:

<pre>Mobile and desktop applications</pre>

In the blank box (that may show an example entry), add this custom redirect URI exactly:

<pre>http://localhost:3017/</pre>

'''Important:''' The final slash matters!

Prime uses a desktop OAuth sign-in flow where Microsoft signs the user in through the browser and redirects back to a local listener on the user's workstation.

=== C. Enable Public Client Flow ===

Still under the app registration's '''Authentication''' page, in the ''Settings'' section, enable:

<pre>Allow public client flows</pre>

Set it to:

<pre>Enabled</pre>

Prime is a desktop Access front end, so it should be treated as a public client.

=== D. Add Microsoft Graph Permissions ===

In the app registration, go to:

<pre>API permissions</pre>

Add Microsoft Graph delegated permissions:

<pre>
User.Read
Calendars.ReadWrite
offline_access
</pre>

Prime uses delegated permissions because each Prime user signs in as themselves.

If the organization blocks user consent, an administrator may need to grant consent for the organization.

== 2. Prime Administrator Setup ==

After the Microsoft administrator creates the Entra app, open Prime and go to the calendar sync settings screen.

<pre>Admin → Custom Admin</pre>

and choose

<pre>Exchange Calendar Sync Settings</pre>

In the "Exchange Calendar Sync Admin" form, choose "Open Org Settings".

Enter the following values:

<pre>
Tenant ID: Directory (tenant) ID from Entra
Client ID: Application (client) ID from Entra
Redirect URI: <<As instructed by Kemp's Case Works staff>>
Default Time Zone: <<Select the appropriate time zone>>
</pre>

Then enable organization-level calendar sync:

<pre>Calendar Sync Enabled = Yes</pre>

Recommended sync window:

<pre>
Sync Past Days: 30
Sync Future Days: 365
</pre>

Each organization can adjust those values later.

In the "Exchange Calendar Sync Settings" page click "Save Settings" and close this form. This should put you back in the "Exchange Calendar Sync Admin" form. Click on "Refresh Status" to see the values you've entered.

===Testing Settings===
====Test Chilkat/OAuth====
In the "Exchange Calendar Sync Admin" click the "Test Chilkat/OAuth" button. This will test to ensure the underlying/background systems are in place that are necessary for the system to run.

At the bottom you should see "Chilkat.OAuth2 object created and configured success". That means the system should be ready. Click OK to close this screen and return to the "Exchange Calendar Sync Admin" screen.

====Test Sign-in / Me====
This button will test sign in with Microsoft using your Microsoft account. Be prepared to pass whatever credentials and two-factor authentication tests you may have set up with Microsoft.

When you click this button, a web browser page should appear asking you to log in. You must use your account credentials in the agency. After successful logon, you should see "OAuth2 access is granted." This informs you the Microsoft system has authenticated you and returned information that Prime can use.

Close the web browser.

You should see a "Microsoft Graph sign-in succeeded" notification together with information about your name and email account.

====Test Calendar Create/Delete====
This tests Prime's ability to create and then delete an entry in the calendar. Once again, you will be required to log on using your Organization's account. Use the web browser to enter your credentials and then close it. (It should again show the "OAuth2 access is granted" message.

You should see a note saying a test calendar event was created, together with a question of whether you want to delete it, click "Yes" to test deletion capacity.

You should see "The Outlook test event was created and deleted successfully." This indicates your setup is complete.

You can click "Close" to close the "Exchange Calendar Sync Admin" form.

= Microsoft Outlook Calendar Sync - User Instructions =

== Opening the Calendar Sync Screen ==

# In Prime, go to '''Search'''.
# Choose '''Custom Search'''.
# Click the '''Microsoft Outlook Calendar Sync''' button.

This opens the Microsoft 365 / Outlook Calendar Sync screen.

= Important Privacy Warning =

'''Be careful when enabling Outlook to Prime sync.'''

If you turn on '''Outlook to Prime''', events from your Microsoft Outlook calendar may be copied into Prime. Depending on your organization's Prime permissions, calendar entries imported into Prime may be viewable by other Prime users, supervisors, administrators, or staff who have access to calendar screens, reports, or related records.

'''Do not enable Outlook to Prime sync if your Outlook calendar contains private or personal information that should not appear in Prime.'''

Examples may include:

* Personal medical appointments
* Family events
* Private reminders
* Confidential organization meetings
* Events not intended for Prime users to see

If you only want Prime calendar items to appear in Outlook, use '''Prime to Outlook''' only.

= Screen Overview =

The Microsoft Outlook Calendar Sync screen shows your current Microsoft 365 calendar connection and sync settings.

== Status Fields ==

=== Prime Staff SNUM ===

Shows your current Prime staff number.

=== Connection Status ===

Shows whether your Prime account is connected to Microsoft 365.

Common values include:

<pre>
Not signed in to Microsoft 365 from Prime.
Connected / enabled
Connected / disabled
</pre>

=== Calendar Sync Enabled ===

Shows whether calendar sync is currently enabled for your Prime user account.

=== Deleted Items Pending Review ===

Shows how many Outlook-deleted calendar items are waiting for you to review in Prime.

=== Prime to Outlook ===

Shows whether Prime is allowed to send calendar items to Outlook.

If this is turned on:

<pre>
Prime calendar entries can be created, updated, or deleted in Outlook.
</pre>

=== Outlook to Prime ===

Shows whether Outlook is allowed to send calendar items into Prime.

If this is turned on:

<pre>
Outlook calendar entries can be imported or updated in Prime.
Outlook-deleted items may appear in Prime's deletion review list.
</pre>

'''Privacy warning:''' Only turn this on if Outlook calendar items are appropriate to appear in Prime.

=== Last Successful Sync ===

Shows the last time a sync completed successfully.

=== Last Sync Attempt ===

Shows the last time Prime attempted to run calendar sync.

=== Microsoft Account Connection ===

Shows the Microsoft account currently connected to Prime.

This may include:

* Display Name
* User Principal Name
* Mail

Make sure this is your correct Microsoft 365 account.

=== Last Sync Message / Error ===

Shows the most recent sync message or error.

If sync fails, support staff may ask you to provide this message.

= Buttons and What They Do =

== Sign in / Reconnect ==

Use this button to connect your Prime account to Microsoft 365.

Click this button when:

* You are setting up calendar sync for the first time.
* Your Microsoft password changed.
* Your Microsoft connection stopped working.
* You connected the wrong Microsoft account.
* Support staff asks you to reconnect.

After clicking the button, a Microsoft sign-in window opens. Sign in using the Microsoft 365 account that belongs to you.

'''Important:''' Do not sign in with another user's Microsoft account.

== Test Connection ==

Checks whether Prime can still connect to your Microsoft 365 account.

Use this after signing in or reconnecting.

If the test succeeds, your Microsoft connection is working.

If the test fails, try '''Sign in / Reconnect'''.

== Sync Now ==

Runs calendar sync for your account.

The exact sync behavior depends on your direction settings:

<pre>
Prime to Outlook = On
Prime sends calendar entries to Outlook.

Outlook to Prime = On
Outlook sends calendar entries to Prime.

Both directions = On
Prime and Outlook sync both ways.

Both directions = Off
No calendar sync occurs.
</pre>

This is the normal button users should press when they want to sync their calendar.

== Review Deleted Items ==

Opens the Outlook Deleted Calendar Review screen.

Use this when the screen shows one or more deleted items pending review.

This happens when an event that Prime knows about was deleted from Outlook.

Prime does not automatically delete the Prime calendar item. Instead, Prime asks you what should happen.

The review screen may allow options such as:

<pre>
Recreate in Outlook
Keep Prime Only
Accept Delete
</pre>

=== Recreate in Outlook ===

Use this if the item should still exist in Outlook.

Prime keeps the Prime calendar item and creates a new Outlook event.

=== Keep Prime Only ===

Use this if the item should remain in Prime but should no longer sync to Outlook.

=== Accept Delete ===

Use this only if the Prime calendar item should also be deleted.

'''Be careful with Accept Delete.''' This may remove the calendar entry from Prime.

== Enable My Sync ==

Turns calendar sync on for your Prime user account.

If both sync directions are off, enabling sync may turn on both directions by default, depending on your organization's setup.

After enabling sync, review the direction settings:

<pre>
Prime to Outlook
Outlook to Prime
</pre>

Make sure they are set the way you want.

== Disable My Sync ==

Turns calendar sync off for your Prime user account.

Use this if you do not want Prime and Outlook to sync.

When sync is disabled:

* Prime will not send calendar items to Outlook.
* Outlook will not send calendar items to Prime.
* Sync Now will not perform calendar syncing for your account.

== Turn Prime to Outlook On / Off ==

Controls whether Prime is allowed to send calendar entries to Outlook.

When '''Prime to Outlook''' is on:

* New Prime calendar entries can be created in Outlook.
* Changes made in Prime can update Outlook.
* Calendar items deleted in Prime can be deleted from Outlook.

When '''Prime to Outlook''' is off:

* Prime will not send calendar changes to Outlook.

Use this option if you want Prime to be the source calendar and Outlook to receive Prime calendar items.

== Turn Outlook to Prime On / Off ==

Controls whether Outlook is allowed to send calendar entries to Prime.

When '''Outlook to Prime''' is on:

* New Outlook events can be copied into Prime.
* Outlook event changes can update Prime calendar entries.
* Outlook-deleted events may appear in Prime's deleted-item review list.

When '''Outlook to Prime''' is off:

* Outlook events will not be imported into Prime.
* Outlook changes will not update Prime.
* Outlook deletions will not be brought into Prime for review.

'''Privacy warning:''' If your Outlook calendar contains private or personal items, do not turn on Outlook to Prime unless those items are appropriate to appear in Prime.

== Refresh Status ==

Refreshes the information shown on the screen.

Use this after making changes or after completing a sync.

== Close ==

Closes the Microsoft Outlook Calendar Sync screen.

= Recommended Setup Choices =

== Option 1: Prime to Outlook Only ==

Use this if you want Prime calendar items to appear in Outlook, but you do not want Outlook items imported into Prime.

Settings:

<pre>
Prime to Outlook: On
Outlook to Prime: Off
</pre>

This is the safest option if your Outlook calendar contains private information.

== Option 2: Outlook to Prime Only ==

Use this if you want Outlook events copied into Prime, but you do not want Prime calendar changes sent back to Outlook.

Settings:

<pre>
Prime to Outlook: Off
Outlook to Prime: On
</pre>

Use this carefully because Outlook events may become visible in Prime.

== Option 3: Two-Way Sync ==

Use this if you want Prime and Outlook to keep each other updated.

Settings:

<pre>
Prime to Outlook: On
Outlook to Prime: On
</pre>

This is the most complete sync option, but users should be careful not to edit the same calendar item in both systems at the same time before syncing.

== Option 4: Sync Disabled ==

Use this if you do not want calendar sync for your account.

Settings:

<pre>
Calendar Sync Enabled: No
</pre>

= First-Time User Setup =

# Open '''Search'''.
# Choose '''Custom Search'''.
# Click '''Microsoft Outlook Calendar Sync'''.
# Click '''Sign in / Reconnect'''.
# Sign in using your Microsoft 365 account.
# Return to Prime.
# Click '''Test Connection'''.
# Confirm that the connection works.
# Choose your sync direction:
#* Turn '''Prime to Outlook''' on or off.
#* Turn '''Outlook to Prime''' on or off.
# Click '''Enable My Sync''' if sync is not already enabled.
# Click '''Sync Now'''.

= Normal Daily Use =

To sync your calendar:

# Open '''Search'''.
# Choose '''Custom Search'''.
# Click '''Microsoft Outlook Calendar Sync'''.
# Review your settings.
# Click '''Sync Now'''.
# Wait for sync to complete.
# If deleted items are pending review, click '''Review Deleted Items'''.

= What Happens During Sync =

Depending on your settings, Prime may:

* Send Prime calendar entries to Outlook.
* Update Outlook when Prime calendar entries change.
* Delete Outlook events when the matching Prime calendar entry is deleted.
* Import Outlook events into Prime.
* Update Prime calendar entries when Outlook events change.
* Mark Outlook-deleted events for review instead of automatically deleting Prime calendar entries.

= Recurring Outlook Events =

Recurring Outlook events are handled as individual calendar entries in Prime.

For example, if Outlook has a daily recurring event for three days, Prime may show three separate calendar entries.

Prime does not currently edit the Outlook recurrence pattern itself.

= Private Outlook Events =

If Outlook to Prime sync is enabled, Outlook events may be imported into Prime.

Private or confidential information in Outlook may become visible in Prime depending on your organization's Prime permissions.

If you are unsure whether Outlook events should be visible in Prime, use:

<pre>
Prime to Outlook: On
Outlook to Prime: Off
</pre>

or ask your supervisor or administrator before enabling Outlook to Prime sync.

= Troubleshooting =

== Sync does not run ==

Check:

* Are you signed in to Microsoft 365?
* Is Calendar Sync Enabled?
* Is at least one sync direction turned on?
* Does Test Connection work?

== Outlook events are not appearing in Prime ==

Check:

<pre>
Outlook to Prime = On
Calendar Sync Enabled = Yes
</pre>

Also make sure the event is within the organization's sync date range.

== Prime events are not appearing in Outlook ==

Check:

<pre>
Prime to Outlook = On
Calendar Sync Enabled = Yes
</pre>

Also make sure the Prime calendar item belongs to your staff account.

== Deleted Outlook item keeps showing for review ==

Open '''Review Deleted Items''' and choose the correct action:

<pre>
Recreate in Outlook
Keep Prime Only
Accept Delete
</pre>

== Wrong Microsoft account is connected ==

Click:

<pre>
Sign in / Reconnect
</pre>

and sign in with the correct Microsoft 365 account.

== Error message appears ==

Write down or copy:

* The error message
* The date and time
* The calendar item involved
* Whether the item was changed in Prime or Outlook

Then contact support.

= Best Practices =

* Sync after making calendar changes.
* Avoid editing the same calendar item in both Prime and Outlook before syncing.
* Review deleted Outlook items regularly.
* Be cautious before enabling Outlook to Prime sync.
* Do not connect another person's Microsoft account to your Prime login.
* If your Microsoft account changes, use Sign in / Reconnect.

= Support Checklist =

When troubleshooting an organization, check these first:

# Entra app exists in the organization's tenant.
# Redirect URI is exactly:
#: <pre>http://localhost:3017/</pre>
# Public client flow is enabled.
# Graph delegated permissions include:
#: <pre>User.Read, Calendars.ReadWrite, offline_access</pre>
# Tenant ID and Client ID are entered correctly in Prime.
# Organization-level sync is enabled.
# Staff-level sync is enabled.
# User has successfully signed in from Prime.
# SQL tables, indexes, and triggers are installed.
# Outlook Deleted Calendar Review screen shows only the current user's review items.

= 3. Per-User Setup in Prime =

Each Prime user who wants Outlook calendar sync must complete a Microsoft sign-in.

# Log in to Prime as the user.
# Open the Microsoft 365 calendar sync setup/sign-in screen.
# Choose:
#: <pre>Sign in to Microsoft 365</pre>
# A browser window opens.
# The user signs in with their Microsoft 365 account.
# Microsoft may ask the user to consent to calendar access.
# After successful sign-in, Prime saves that user's Microsoft identity and refresh token.

The user should only sign in to the Microsoft account that corresponds to their own Outlook calendar.

=Archived Materials=
<div class="toccolours mw-collapsible mw-collapsed" style="padding:0.5em; margin:1em 0;">
'''Archived / old material''' — This information is outdated and kept for reference only.

<div class="mw-collapsible-content">

Setup for individual staff members is very easy. Within the staff member forms, go to the Calendar Setup tab. Insert the appropriate path to the Office 365 website (shown as https://outlook.office365.com in the example below) and the O365 username (shown as test@kempscaseworks.onmicrosoft.com). To test that the entries are valid, click the test button and, when prompted, enter the user’s O365 password.

[[File:Screen Shot 2019-08-21 at 11.17.37 AM.png|400px]]

The system will use the entries to attempt to contact the O365 system and test the username and passwords entered. If Prime believes the settings are correct, a message is shown indicating the test seemed to work.

[[File:CalSync2.png|400px]]

A failure results in a failure message:

[[File:CalSync3.png|400px]]

Set the time zone for the staff person using the dropdown list. Determine the method of synchronization desired. For example, if the staff person wants to sync from O365 to Prime, and from Prime to O365, check both boxes. If the staff person only wants to sync from O365 to Prime, select that single box. If the staff person only wants to sync from Prime to O365, select that single box.

Syncing only one way (i.e., choosing only one checkbox) will result in inconsistent entries in both calendars. For example, when syncing only from Prime to O365, entries in Prime will be reflected in the O365 calendar. Changes to those entries will also be reflected in the O365 calendar. New entries or changes to the O365 calendar will not change any entries in Prime.

The first two times a user synchronizes their calendar will take longer than successive syncs. The reason for that is the initial syncs require getting all entries from both calendars and making sure they are copied to the other calendar. Because entries are not yet tied to one another, entries in the calendars may appear to duplicate.

To illustrate, before synchronization, a staff member would enter a calendar item in Prime, and then enter that same item in O365. Neither O365 nor Prime associate those entries as the same entry. Rather, each entry is treated as unique. When a sync is performed, the calendar item in Prime is added to the O365 calendar. The O365 item is added to Prime. Those entries may be for the same event, but O365 and Prime do not know that.

After the initial synchronization, new entries in either calendar should not appear to “duplicate” in the other calendar. Each entry, when synched, has its own unique identifier that each calendar understands. When a change is made in one location, the same change is made in the other using those unique identifiers.

After the first two syncs, synchronization should be much faster. Since only changes on either side are transferred, there will be much less to copy. The first couple of syncs should be made using the O365 Sync Start Page. This page is accessed using the top-line menu bar and going to SearchCustom Search and clicking on the Exchange Sync button:

[[File:Screen Shot 2019-08-21 at 11.19.15 AM.png|400px]]

A user may press the “Open O365 Sync Details” button to get to the original setup page. Pressing the “Sync” button will start the synchronization process. The user is prompted for his password. [Note: The sync is only performed for the user who is currently logged into Prime.] The system, depending on the settings made for the user, will then sync to and from O365/Prime.

As the synchronization progresses, updates are shown on this page, including the total number of items to synchronize, and how many are complete. Finally, the starting and ending times for the sync are displayed.

After the initial synchronization is performed by the user, and when exiting the system using the Exit menu option, a user will be asked whether he wants to perform a calendar sync. Answering “Yes” will initiate the calendar sync before exiting the system.

[[File:CalSync5.png|400px]]

Answering “No” will avoid a calendar sync. Finally, clicking “Cancel” will indicate the user never wants to be asked again and effectively disables calendar syncing.

[Some limitations exist on syncing. Old entries are ignored. Only entries within the last few days and into the future are synced. Changes to old entries are also ignored. This helps improve the speed of syncing and limits bandwidth use. Additionally, because Prime is a standalone product, it is not a true “calendar client”. Moving O365 calendars or resetting the sync settings in Prime will cause all items to be synced and (potentially) duplicated. Synchronization only takes place when Prime is running and synchronization is triggered.]

The start and stop time in Prime and O365 are copied between calendars. Additionally, the “Note” in Prime is used as the title in the O365 entry and vice versa.

</div>
</div>

Office 365 Calendar Sync - Administrative Setup

2026-05-21T19:18:45Z

Jspenceratty: /* General Use */

Prime 16 utilizes technologies made available through Office 365 (O365) to provide users with the ability to synchronize their Prime and O365 calendars. This new sync is very easy to use in Prime. This is the updated version as of 05/19/2026. Prior version information is below in the "Archived/old material" section.

= Prime Microsoft 365 Calendar Sync Instructions =

These instructions are for organizations setting up Prime calendar sync with Microsoft 365 / Outlook. Each organization should create its own Microsoft Entra application registration in its own Microsoft tenant.

== 1. Setup ==

=== A. Microsoft 365 / Entra Administrator Setup ===

The organization's Microsoft 365 administrator must create an app registration in Microsoft Entra. This allows Prime to connect each Prime user to that user's Microsoft 365 Outlook calendar.

# Sign in to the Microsoft Entra admin center. https://entra.microsoft.com
# Go to:
#: <pre>Entra ID → App registrations</pre>
# Choose:
#: <pre>New registration</pre>
# Enter a name such as:
#: <pre>Prime Access Calendar Sync</pre>
# For supported account types, choose:
#: <pre>Single tenant only - <your domain name></pre>
#: This means the app is only for your organization's Microsoft tenant.
# Create the app registration by clicking "Register"
# After the app is created, copy these two values:
#:<pre>Application (client) ID and Directory (tenant) ID</pre>
# These will be entered into Prime.

=== B. Configure the Redirect URI ===

In the app registration, go to:

<pre>Authentication</pre>

Click "Add Redirect URI" and choose:

<pre>Mobile and desktop applications</pre>

In the blank box (that may show an example entry), add this custom redirect URI exactly:

<pre>http://localhost:3017/</pre>

'''Important:''' The final slash matters!

Prime uses a desktop OAuth sign-in flow where Microsoft signs the user in through the browser and redirects back to a local listener on the user's workstation.

=== C. Enable Public Client Flow ===

Still under the app registration's '''Authentication''' page, in the ''Settings'' section, enable:

<pre>Allow public client flows</pre>

Set it to:

<pre>Enabled</pre>

Prime is a desktop Access front end, so it should be treated as a public client.

=== D. Add Microsoft Graph Permissions ===

In the app registration, go to:

<pre>API permissions</pre>

Add Microsoft Graph delegated permissions:

<pre>
User.Read
Calendars.ReadWrite
offline_access
</pre>

Prime uses delegated permissions because each Prime user signs in as themselves.

If the organization blocks user consent, an administrator may need to grant consent for the organization.

== 2. Prime Administrator Setup ==

After the Microsoft administrator creates the Entra app, open Prime and go to the calendar sync settings screen.

<pre>Admin → Custom Admin</pre>

and choose

<pre>Exchange Calendar Sync Settings</pre>

In the "Exchange Calendar Sync Admin" form, choose "Open Org Settings".

Enter the following values:

<pre>
Tenant ID: Directory (tenant) ID from Entra
Client ID: Application (client) ID from Entra
Redirect URI: <<As instructed by Kemp's Case Works staff>>
Default Time Zone: <<Select the appropriate time zone>>
</pre>

Then enable organization-level calendar sync:

<pre>Calendar Sync Enabled = Yes</pre>

Recommended sync window:

<pre>
Sync Past Days: 30
Sync Future Days: 365
</pre>

Each organization can adjust those values later.

In the "Exchange Calendar Sync Settings" page click "Save Settings" and close this form. This should put you back in the "Exchange Calendar Sync Admin" form. Click on "Refresh Status" to see the values you've entered.

===Testing Settings===
====Test Chilkat/OAuth====
In the "Exchange Calendar Sync Admin" click the "Test Chilkat/OAuth" button. This will test to ensure the underlying/background systems are in place that are necessary for the system to run.

At the bottom you should see "Chilkat.OAuth2 object created and configured success". That means the system should be ready. Click OK to close this screen and return to the "Exchange Calendar Sync Admin" screen.

====Test Sign-in / Me====
This button will test sign in with Microsoft using your Microsoft account. Be prepared to pass whatever credentials and two-factor authentication tests you may have set up with Microsoft.

When you click this button, a web browser page should appear asking you to log in. You must use your account credentials in the agency. After successful logon, you should see "OAuth2 access is granted." This informs you the Microsoft system has authenticated you and returned information that Prime can use.

Close the web browser.

You should see a "Microsoft Graph sign-in succeeded" notification together with information about your name and email account.

====Test Calendar Create/Delete====
This tests Prime's ability to create and then delete an entry in the calendar. Once again, you will be required to log on using your Organization's account. Use the web browser to enter your credentials and then close it. (It should again show the "OAuth2 access is granted" message.

You should see a note saying a test calendar event was created, together with a question of whether you want to delete it, click "Yes" to test deletion capacity.

You should see "The Outlook test event was created and deleted successfully." This indicates your setup is complete.

You can click "Close" to close the "Exchange Calendar Sync Admin" form.

= Microsoft Outlook Calendar Sync - User Instructions =

== Opening the Calendar Sync Screen ==

# In Prime, go to '''Search'''.
# Choose '''Custom Search'''.
# Click the '''Microsoft Outlook Calendar Sync''' button.

This opens the Microsoft 365 / Outlook Calendar Sync screen.

= Important Privacy Warning =

'''Be careful when enabling Outlook to Prime sync.'''

If you turn on '''Outlook to Prime''', events from your Microsoft Outlook calendar may be copied into Prime. Depending on your organization's Prime permissions, calendar entries imported into Prime may be viewable by other Prime users, supervisors, administrators, or staff who have access to calendar screens, reports, or related records.

'''Do not enable Outlook to Prime sync if your Outlook calendar contains private or personal information that should not appear in Prime.'''

Examples may include:

* Personal medical appointments
* Family events
* Private reminders
* Confidential organization meetings
* Events not intended for Prime users to see

If you only want Prime calendar items to appear in Outlook, use '''Prime to Outlook''' only.

= Screen Overview =

The Microsoft Outlook Calendar Sync screen shows your current Microsoft 365 calendar connection and sync settings.

== Status Fields ==

=== Prime Staff SNUM ===

Shows your current Prime staff number.

=== Connection Status ===

Shows whether your Prime account is connected to Microsoft 365.

Common values include:

<pre>
Not signed in to Microsoft 365 from Prime.
Connected / enabled
Connected / disabled
</pre>

=== Calendar Sync Enabled ===

Shows whether calendar sync is currently enabled for your Prime user account.

=== Deleted Items Pending Review ===

Shows how many Outlook-deleted calendar items are waiting for you to review in Prime.

=== Prime to Outlook ===

Shows whether Prime is allowed to send calendar items to Outlook.

If this is turned on:

<pre>
Prime calendar entries can be created, updated, or deleted in Outlook.
</pre>

=== Outlook to Prime ===

Shows whether Outlook is allowed to send calendar items into Prime.

If this is turned on:

<pre>
Outlook calendar entries can be imported or updated in Prime.
Outlook-deleted items may appear in Prime's deletion review list.
</pre>

'''Privacy warning:''' Only turn this on if Outlook calendar items are appropriate to appear in Prime.

=== Last Successful Sync ===

Shows the last time a sync completed successfully.

=== Last Sync Attempt ===

Shows the last time Prime attempted to run calendar sync.

=== Microsoft Account Connection ===

Shows the Microsoft account currently connected to Prime.

This may include:

* Display Name
* User Principal Name
* Mail

Make sure this is your correct Microsoft 365 account.

=== Last Sync Message / Error ===

Shows the most recent sync message or error.

If sync fails, support staff may ask you to provide this message.

= Buttons and What They Do =

== Sign in / Reconnect ==

Use this button to connect your Prime account to Microsoft 365.

Click this button when:

* You are setting up calendar sync for the first time.
* Your Microsoft password changed.
* Your Microsoft connection stopped working.
* You connected the wrong Microsoft account.
* Support staff asks you to reconnect.

After clicking the button, a Microsoft sign-in window opens. Sign in using the Microsoft 365 account that belongs to you.

'''Important:''' Do not sign in with another user's Microsoft account.

== Test Connection ==

Checks whether Prime can still connect to your Microsoft 365 account.

Use this after signing in or reconnecting.

If the test succeeds, your Microsoft connection is working.

If the test fails, try '''Sign in / Reconnect'''.

== Sync Now ==

Runs calendar sync for your account.

The exact sync behavior depends on your direction settings:

<pre>
Prime to Outlook = On
Prime sends calendar entries to Outlook.

Outlook to Prime = On
Outlook sends calendar entries to Prime.

Both directions = On
Prime and Outlook sync both ways.

Both directions = Off
No calendar sync occurs.
</pre>

This is the normal button users should press when they want to sync their calendar.

== Review Deleted Items ==

Opens the Outlook Deleted Calendar Review screen.

Use this when the screen shows one or more deleted items pending review.

This happens when an event that Prime knows about was deleted from Outlook.

Prime does not automatically delete the Prime calendar item. Instead, Prime asks you what should happen.

The review screen may allow options such as:

<pre>
Recreate in Outlook
Keep Prime Only
Accept Delete
</pre>

=== Recreate in Outlook ===

Use this if the item should still exist in Outlook.

Prime keeps the Prime calendar item and creates a new Outlook event.

=== Keep Prime Only ===

Use this if the item should remain in Prime but should no longer sync to Outlook.

=== Accept Delete ===

Use this only if the Prime calendar item should also be deleted.

'''Be careful with Accept Delete.''' This may remove the calendar entry from Prime.

== Enable My Sync ==

Turns calendar sync on for your Prime user account.

If both sync directions are off, enabling sync may turn on both directions by default, depending on your organization's setup.

After enabling sync, review the direction settings:

<pre>
Prime to Outlook
Outlook to Prime
</pre>

Make sure they are set the way you want.

== Disable My Sync ==

Turns calendar sync off for your Prime user account.

Use this if you do not want Prime and Outlook to sync.

When sync is disabled:

* Prime will not send calendar items to Outlook.
* Outlook will not send calendar items to Prime.
* Sync Now will not perform calendar syncing for your account.

== Turn Prime to Outlook On / Off ==

Controls whether Prime is allowed to send calendar entries to Outlook.

When '''Prime to Outlook''' is on:

* New Prime calendar entries can be created in Outlook.
* Changes made in Prime can update Outlook.
* Calendar items deleted in Prime can be deleted from Outlook.

When '''Prime to Outlook''' is off:

* Prime will not send calendar changes to Outlook.

Use this option if you want Prime to be the source calendar and Outlook to receive Prime calendar items.

== Turn Outlook to Prime On / Off ==

Controls whether Outlook is allowed to send calendar entries to Prime.

When '''Outlook to Prime''' is on:

* New Outlook events can be copied into Prime.
* Outlook event changes can update Prime calendar entries.
* Outlook-deleted events may appear in Prime's deleted-item review list.

When '''Outlook to Prime''' is off:

* Outlook events will not be imported into Prime.
* Outlook changes will not update Prime.
* Outlook deletions will not be brought into Prime for review.

'''Privacy warning:''' If your Outlook calendar contains private or personal items, do not turn on Outlook to Prime unless those items are appropriate to appear in Prime.

== Refresh Status ==

Refreshes the information shown on the screen.

Use this after making changes or after completing a sync.

== Close ==

Closes the Microsoft Outlook Calendar Sync screen.

= Recommended Setup Choices =

== Option 1: Prime to Outlook Only ==

Use this if you want Prime calendar items to appear in Outlook, but you do not want Outlook items imported into Prime.

Settings:

<pre>
Prime to Outlook: On
Outlook to Prime: Off
</pre>

This is the safest option if your Outlook calendar contains private information.

== Option 2: Outlook to Prime Only ==

Use this if you want Outlook events copied into Prime, but you do not want Prime calendar changes sent back to Outlook.

Settings:

<pre>
Prime to Outlook: Off
Outlook to Prime: On
</pre>

Use this carefully because Outlook events may become visible in Prime.

== Option 3: Two-Way Sync ==

Use this if you want Prime and Outlook to keep each other updated.

Settings:

<pre>
Prime to Outlook: On
Outlook to Prime: On
</pre>

This is the most complete sync option, but users should be careful not to edit the same calendar item in both systems at the same time before syncing.

== Option 4: Sync Disabled ==

Use this if you do not want calendar sync for your account.

Settings:

<pre>
Calendar Sync Enabled: No
</pre>

= First-Time User Setup =

# Open '''Search'''.
# Choose '''Custom Search'''.
# Click '''Microsoft Outlook Calendar Sync'''.
# Click '''Sign in / Reconnect'''.
# Sign in using your Microsoft 365 account.
# Return to Prime.
# Click '''Test Connection'''.
# Confirm that the connection works.
# Choose your sync direction:
#* Turn '''Prime to Outlook''' on or off.
#* Turn '''Outlook to Prime''' on or off.
# Click '''Enable My Sync''' if sync is not already enabled.
# Click '''Sync Now'''.

= Normal Daily Use =

To sync your calendar:

# Open '''Search'''.
# Choose '''Custom Search'''.
# Click '''Microsoft Outlook Calendar Sync'''.
# Review your settings.
# Click '''Sync Now'''.
# Wait for sync to complete.
# If deleted items are pending review, click '''Review Deleted Items'''.

= What Happens During Sync =

Depending on your settings, Prime may:

* Send Prime calendar entries to Outlook.
* Update Outlook when Prime calendar entries change.
* Delete Outlook events when the matching Prime calendar entry is deleted.
* Import Outlook events into Prime.
* Update Prime calendar entries when Outlook events change.
* Mark Outlook-deleted events for review instead of automatically deleting Prime calendar entries.

= Recurring Outlook Events =

Recurring Outlook events are handled as individual calendar entries in Prime.

For example, if Outlook has a daily recurring event for three days, Prime may show three separate calendar entries.

Prime does not currently edit the Outlook recurrence pattern itself.

= Private Outlook Events =

If Outlook to Prime sync is enabled, Outlook events may be imported into Prime.

Private or confidential information in Outlook may become visible in Prime depending on your organization's Prime permissions.

If you are unsure whether Outlook events should be visible in Prime, use:

<pre>
Prime to Outlook: On
Outlook to Prime: Off
</pre>

or ask your supervisor or administrator before enabling Outlook to Prime sync.

= Troubleshooting =

== Sync does not run ==

Check:

* Are you signed in to Microsoft 365?
* Is Calendar Sync Enabled?
* Is at least one sync direction turned on?
* Does Test Connection work?

== Outlook events are not appearing in Prime ==

Check:

<pre>
Outlook to Prime = On
Calendar Sync Enabled = Yes
</pre>

Also make sure the event is within the organization's sync date range.

== Prime events are not appearing in Outlook ==

Check:

<pre>
Prime to Outlook = On
Calendar Sync Enabled = Yes
</pre>

Also make sure the Prime calendar item belongs to your staff account.

== Deleted Outlook item keeps showing for review ==

Open '''Review Deleted Items''' and choose the correct action:

<pre>
Recreate in Outlook
Keep Prime Only
Accept Delete
</pre>

== Wrong Microsoft account is connected ==

Click:

<pre>
Sign in / Reconnect
</pre>

and sign in with the correct Microsoft 365 account.

== Error message appears ==

Write down or copy:

* The error message
* The date and time
* The calendar item involved
* Whether the item was changed in Prime or Outlook

Then contact support.

= Best Practices =

* Sync after making calendar changes.
* Avoid editing the same calendar item in both Prime and Outlook before syncing.
* Review deleted Outlook items regularly.
* Be cautious before enabling Outlook to Prime sync.
* Do not connect another person's Microsoft account to your Prime login.
* If your Microsoft account changes, use Sign in / Reconnect.

= Support Checklist =

When troubleshooting an organization, check these first:

# Entra app exists in the organization's tenant.
# Redirect URI is exactly:
#: <pre>http://localhost:3017/</pre>
# Public client flow is enabled.
# Graph delegated permissions include:
#: <pre>User.Read, Calendars.ReadWrite, offline_access</pre>
# Tenant ID and Client ID are entered correctly in Prime.
# Organization-level sync is enabled.
# Staff-level sync is enabled.
# User has successfully signed in from Prime.
# SQL tables, indexes, and triggers are installed.
# Outlook Deleted Calendar Review screen shows only the current user's review items.

= 3. Per-User Setup in Prime =

Each Prime user who wants Outlook calendar sync must complete a Microsoft sign-in.

# Log in to Prime as the user.
# Open the Microsoft 365 calendar sync setup/sign-in screen.
# Choose:
#: <pre>Sign in to Microsoft 365</pre>
# A browser window opens.
# The user signs in with their Microsoft 365 account.
# Microsoft may ask the user to consent to calendar access.
# After successful sign-in, Prime saves that user's Microsoft identity and refresh token.

The user should only sign in to the Microsoft account that corresponds to their own Outlook calendar.

==Archived Materials==
<div class="toccolours mw-collapsible mw-collapsed" style="padding:0.5em; margin:1em 0;">
'''Archived / old material''' — This information is outdated and kept for reference only.

<div class="mw-collapsible-content">

Setup for individual staff members is very easy. Within the staff member forms, go to the Calendar Setup tab. Insert the appropriate path to the Office 365 website (shown as https://outlook.office365.com in the example below) and the O365 username (shown as test@kempscaseworks.onmicrosoft.com). To test that the entries are valid, click the test button and, when prompted, enter the user’s O365 password.

[[File:Screen Shot 2019-08-21 at 11.17.37 AM.png|400px]]

The system will use the entries to attempt to contact the O365 system and test the username and passwords entered. If Prime believes the settings are correct, a message is shown indicating the test seemed to work.

[[File:CalSync2.png|400px]]

A failure results in a failure message:

[[File:CalSync3.png|400px]]

Set the time zone for the staff person using the dropdown list. Determine the method of synchronization desired. For example, if the staff person wants to sync from O365 to Prime, and from Prime to O365, check both boxes. If the staff person only wants to sync from O365 to Prime, select that single box. If the staff person only wants to sync from Prime to O365, select that single box.

Syncing only one way (i.e., choosing only one checkbox) will result in inconsistent entries in both calendars. For example, when syncing only from Prime to O365, entries in Prime will be reflected in the O365 calendar. Changes to those entries will also be reflected in the O365 calendar. New entries or changes to the O365 calendar will not change any entries in Prime.

The first two times a user synchronizes their calendar will take longer than successive syncs. The reason for that is the initial syncs require getting all entries from both calendars and making sure they are copied to the other calendar. Because entries are not yet tied to one another, entries in the calendars may appear to duplicate.

To illustrate, before synchronization, a staff member would enter a calendar item in Prime, and then enter that same item in O365. Neither O365 nor Prime associate those entries as the same entry. Rather, each entry is treated as unique. When a sync is performed, the calendar item in Prime is added to the O365 calendar. The O365 item is added to Prime. Those entries may be for the same event, but O365 and Prime do not know that.

After the initial synchronization, new entries in either calendar should not appear to “duplicate” in the other calendar. Each entry, when synched, has its own unique identifier that each calendar understands. When a change is made in one location, the same change is made in the other using those unique identifiers.

After the first two syncs, synchronization should be much faster. Since only changes on either side are transferred, there will be much less to copy. The first couple of syncs should be made using the O365 Sync Start Page. This page is accessed using the top-line menu bar and going to SearchCustom Search and clicking on the Exchange Sync button:

[[File:Screen Shot 2019-08-21 at 11.19.15 AM.png|400px]]

A user may press the “Open O365 Sync Details” button to get to the original setup page. Pressing the “Sync” button will start the synchronization process. The user is prompted for his password. [Note: The sync is only performed for the user who is currently logged into Prime.] The system, depending on the settings made for the user, will then sync to and from O365/Prime.

As the synchronization progresses, updates are shown on this page, including the total number of items to synchronize, and how many are complete. Finally, the starting and ending times for the sync are displayed.

After the initial synchronization is performed by the user, and when exiting the system using the Exit menu option, a user will be asked whether he wants to perform a calendar sync. Answering “Yes” will initiate the calendar sync before exiting the system.

[[File:CalSync5.png|400px]]

Answering “No” will avoid a calendar sync. Finally, clicking “Cancel” will indicate the user never wants to be asked again and effectively disables calendar syncing.

[Some limitations exist on syncing. Old entries are ignored. Only entries within the last few days and into the future are synced. Changes to old entries are also ignored. This helps improve the speed of syncing and limits bandwidth use. Additionally, because Prime is a standalone product, it is not a true “calendar client”. Moving O365 calendars or resetting the sync settings in Prime will cause all items to be synced and (potentially) duplicated. Synchronization only takes place when Prime is running and synchronization is triggered.]

The start and stop time in Prime and O365 are copied between calendars. Additionally, the “Note” in Prime is used as the title in the O365 entry and vice versa.

</div>
</div>

Office 365 Calendar Sync - Administrative Setup

2026-05-21T19:00:15Z

Jspenceratty:

Office 365 Calendar Sync - Administrative Setup

2026-05-21T18:59:21Z

Jspenceratty: /* 3. Per-User Setup in Prime */

Office 365 Calendar Sync - Administrative Setup

2026-05-21T18:58:04Z

Jspenceratty: /* Testing */

Office 365 Calendar Sync - Administrative Setup

2026-05-21T18:57:38Z

Jspenceratty: /* Test Calendar Create/Delete */

Prime 16 utilizes technologies made available through Office 365 (O365) to provide users with the ability to synchronize their Prime and O365 calendars. This new sync is very easy to use in Prime. This is the updated version as of 05/19/2026. Prior version information is below in the "Archived/old material" section.

= Prime Microsoft 365 Calendar Sync Instructions =

These instructions are for organizations setting up Prime calendar sync with Microsoft 365 / Outlook. Each organization should create its own Microsoft Entra application registration in its own Microsoft tenant.

== 1. Setup ==

=== A. Microsoft 365 / Entra Administrator Setup ===

The organization's Microsoft 365 administrator must create an app registration in Microsoft Entra. This allows Prime to connect each Prime user to that user's Microsoft 365 Outlook calendar.

# Sign in to the Microsoft Entra admin center. https://entra.microsoft.com
# Go to:
#: <pre>Entra ID → App registrations</pre>
# Choose:
#: <pre>New registration</pre>
# Enter a name such as:
#: <pre>Prime Access Calendar Sync</pre>
# For supported account types, choose:
#: <pre>Single tenant only - <your domain name></pre>
#: This means the app is only for your organization's Microsoft tenant.
# Create the app registration by clicking "Register"
# After the app is created, copy these two values:
#:<pre>Application (client) ID and Directory (tenant) ID</pre>
# These will be entered into Prime.

=== B. Configure the Redirect URI ===

In the app registration, go to:

<pre>Authentication</pre>

Click "Add Redirect URI" and choose:

<pre>Mobile and desktop applications</pre>

In the blank box (that may show an example entry), add this custom redirect URI exactly:

<pre>http://localhost:3017/</pre>

'''Important:''' The final slash matters!

Prime uses a desktop OAuth sign-in flow where Microsoft signs the user in through the browser and redirects back to a local listener on the user's workstation.

=== C. Enable Public Client Flow ===

Still under the app registration's '''Authentication''' page, in the ''Settings'' section, enable:

<pre>Allow public client flows</pre>

Set it to:

<pre>Enabled</pre>

Prime is a desktop Access front end, so it should be treated as a public client.

=== D. Add Microsoft Graph Permissions ===

In the app registration, go to:

<pre>API permissions</pre>

Add Microsoft Graph delegated permissions:

<pre>
User.Read
Calendars.ReadWrite
offline_access
</pre>

Prime uses delegated permissions because each Prime user signs in as themselves.

If the organization blocks user consent, an administrator may need to grant consent for the organization.

== 2. Prime Administrator Setup ==

After the Microsoft administrator creates the Entra app, open Prime and go to the calendar sync settings screen.

<pre>Admin → Custom Admin</pre>

and choose

<pre>Exchange Calendar Sync Settings</pre>

In the "Exchange Calendar Sync Admin" form, choose "Open Org Settings".

Enter the following values:

<pre>
Tenant ID: Directory (tenant) ID from Entra
Client ID: Application (client) ID from Entra
Redirect URI: <<As instructed by Kemp's Case Works staff>>
Default Time Zone: <<Select the appropriate time zone>>
</pre>

Then enable organization-level calendar sync:

<pre>Calendar Sync Enabled = Yes</pre>

Recommended sync window:

<pre>
Sync Past Days: 30
Sync Future Days: 365
</pre>

Each organization can adjust those values later.

In the "Exchange Calendar Sync Settings" page click "Save Settings" and close this form. This should put you back in the "Exchange Calendar Sync Admin" form. Click on "Refresh Status" to see the values you've entered.

===Testing Settings===
====Test Chilkat/OAuth====
In the "Exchange Calendar Sync Admin" click the "Test Chilkat/OAuth" button. This will test to ensure the underlying/background systems are in place that are necessary for the system to run.

At the bottom you should see "Chilkat.OAuth2 object created and configured success". That means the system should be ready. Click OK to close this screen and return to the "Exchange Calendar Sync Admin" screen.

====Test Sign-in / Me====
This button will test sign in with Microsoft using your Microsoft account. Be prepared to pass whatever credentials and two-factor authentication tests you may have set up with Microsoft.

When you click this button, a web browser page should appear asking you to log in. You must use your account credentials in the agency. After successful logon, you should see "OAuth2 access is granted." This informs you the Microsoft system has authenticated you and returned information that Prime can use.

Close the web browser.

You should see a "Microsoft Graph sign-in succeeded" notification together with information about your name and email account.

====Test Calendar Create/Delete====
This tests Prime's ability to create and then delete an entry in the calendar. Once again, you will be required to log on using your Organization's account. Use the web browser to enter your credentials and then close it. (It should again show the "OAuth2 access is granted" message.

You should see a note saying a test calendar event was created, together with a question of whether you want to delete it, click "Yes" to test deletion capacity.

You should see "The Outlook test event was created and deleted successfully." This indicates your setup is complete.

You can click "Close" to close the "Exchange Calendar Sync Admin" form.

= Testing =

Testing should be done first by an administrator or support user before rolling out to all staff.

== Test 1 — Confirm Microsoft Sign-In Works ==

In Prime, sign in to Microsoft 365 for the test user.

Expected result:

<pre>
Prime confirms that Microsoft Graph sign-in was saved.
The user's Microsoft display name, email, or user principal name is shown.
</pre>

If sign-in fails, check:

<pre>
Tenant ID
Client ID
Redirect URI
Public client flow setting
Graph permissions
User/admin consent
</pre>

== Test 2 — Confirm Saved Token Works ==

Run the saved connection test from Prime.

Expected result:

<pre>Saved Microsoft Graph connection works.</pre>

This proves Prime can refresh the Microsoft connection without requiring the browser sign-in every time.

== Test 3 — Create and Delete a Temporary Outlook Event ==

Run the Graph calendar create/delete test.

Expected result:

<pre>
Prime creates a temporary Outlook calendar event.
Prime then deletes it.
No event remains in Outlook.
</pre>

This confirms the Microsoft Graph Calendars.ReadWrite permission is working.

== Test 4 — Prime to Outlook ==

# Create a simple future calendar item in Prime.
# Run the sync.
# Open Outlook.

Expected result:

<pre>The Prime calendar item appears in Outlook.</pre>

Then change the Prime calendar item's reason or time and run sync again.

Expected result:

<pre>The Outlook event updates.</pre>

Then delete the Prime calendar item and run sync again.

Expected result:

<pre>The Outlook event is deleted.</pre>

== Test 5 — Outlook to Prime ==

# Create a simple future event in Outlook.
# Run the sync in Prime.

Expected result:

<pre>The Outlook event appears in Prime.</pre>

# Change the Outlook event subject or time.
# Run the sync in Prime again.

Expected result:

<pre>The Prime calendar item updates.</pre>

== Test 6 — Outlook Deletion Review ==

# Create or use an Outlook event that has already synced to Prime.
# Delete the event in Outlook.
# Run the sync in Prime.

Expected result:

<pre>
The Prime calendar item is not deleted automatically.
The item appears in the Outlook Deleted Calendar Review screen.
</pre>

From the review screen, the user can choose one of the available actions:

<pre>
Recreate in Outlook
Keep Prime Only
Accept Delete
</pre>

Recommended first test action:

<pre>Recreate in Outlook</pre>

Expected result:

<pre>
The event appears again in Outlook.
The review item is resolved.
</pre>

== Test 7 — Recurring Outlook Events ==

For the first production version, Prime treats Outlook recurring events as individual calendar entries inside the sync window.

Test with a short recurrence, such as:

<pre>
Daily event for 3 days
</pre>

Expected result:

<pre>
Each occurrence appears as a separate Prime calendar item.
Prime does not create or edit the Outlook recurrence pattern itself.
</pre>

= General Use =

== Normal User Sync ==

Users should normally run:

<pre>Sync Microsoft 365 Calendar</pre>

This should call the Prime user-facing sync routine:

<pre>RunExchangeCalendarSyncForUser</pre>

This performs the full sync:

<pre>
Outlook → Prime
Prime → Outlook
Deletion review handling
Missing Outlook event verification
</pre>

Users should not normally run developer/test commands.

== What Sync Does ==

When a user runs calendar sync, Prime will:

# Bring Outlook-created calendar events into Prime.
# Bring Outlook changes into Prime.
# Mark Outlook-deleted events for review instead of automatically deleting Prime calendar rows.
# Push Prime-created calendar items to Outlook.
# Push Prime changes to Outlook.
# Delete Outlook events when the Prime calendar item was deleted.
# Verify that tracked Outlook events still exist.

== What Users Should Do When Outlook Deletion Review Appears ==

If a user deleted an Outlook event that Prime still has, Prime will show it in the review list.

Choose:

<pre>Recreate in Outlook</pre>

when the event should still exist in Outlook.

Choose:

<pre>Keep Prime Only</pre>

when the event should remain in Prime but should no longer sync to Outlook.

Choose:

<pre>Accept Delete</pre>

only when the Prime calendar item should also be removed.

== Important User Notes ==

* Users should avoid editing the same calendar item in both Prime and Outlook at the same time.
* Sync should be run after making changes.
* If an event is private in Outlook, Prime may skip or limit what it imports.
* For recurring Outlook events, Prime currently handles individual dated occurrences, not the recurrence pattern itself.
* If sync fails, the user should contact support and provide:
** The date/time they ran sync.
** The calendar item involved.
** Whether the item was changed in Prime or Outlook.
** Any error message shown.

= Support Checklist =

When troubleshooting an organization, check these first:

# Entra app exists in the organization's tenant.
# Redirect URI is exactly:
#: <pre>http://localhost:3017/</pre>
# Public client flow is enabled.
# Graph delegated permissions include:
#: <pre>User.Read, Calendars.ReadWrite, offline_access</pre>
# Tenant ID and Client ID are entered correctly in Prime.
# Organization-level sync is enabled.
# Staff-level sync is enabled.
# User has successfully signed in from Prime.
# SQL tables, indexes, and triggers are installed.
# Outlook Deleted Calendar Review screen shows only the current user's review items.

= 3. Per-User Setup in Prime =

Each Prime user who wants Outlook calendar sync must complete a Microsoft sign-in.

# Log in to Prime as the user.
# Open the Microsoft 365 calendar sync setup/sign-in screen.
# Choose:
#: <pre>Sign in to Microsoft 365</pre>
# A browser window opens.
# The user signs in with their Microsoft 365 account.
# Microsoft may ask the user to consent to calendar access.
# After successful sign-in, Prime saves that user's Microsoft identity and refresh token.

The user should only sign in to the Microsoft account that corresponds to their own Outlook calendar.

<div class="toccolours mw-collapsible mw-collapsed" style="padding:0.5em; margin:1em 0;">
'''Archived / old material''' — This information is outdated and kept for reference only.

<div class="mw-collapsible-content">

Setup for individual staff members is very easy. Within the staff member forms, go to the Calendar Setup tab. Insert the appropriate path to the Office 365 website (shown as https://outlook.office365.com in the example below) and the O365 username (shown as test@kempscaseworks.onmicrosoft.com). To test that the entries are valid, click the test button and, when prompted, enter the user’s O365 password.

[[File:Screen Shot 2019-08-21 at 11.17.37 AM.png|400px]]

The system will use the entries to attempt to contact the O365 system and test the username and passwords entered. If Prime believes the settings are correct, a message is shown indicating the test seemed to work.

[[File:CalSync2.png|400px]]

A failure results in a failure message:

[[File:CalSync3.png|400px]]

Set the time zone for the staff person using the dropdown list. Determine the method of synchronization desired. For example, if the staff person wants to sync from O365 to Prime, and from Prime to O365, check both boxes. If the staff person only wants to sync from O365 to Prime, select that single box. If the staff person only wants to sync from Prime to O365, select that single box.

Syncing only one way (i.e., choosing only one checkbox) will result in inconsistent entries in both calendars. For example, when syncing only from Prime to O365, entries in Prime will be reflected in the O365 calendar. Changes to those entries will also be reflected in the O365 calendar. New entries or changes to the O365 calendar will not change any entries in Prime.

The first two times a user synchronizes their calendar will take longer than successive syncs. The reason for that is the initial syncs require getting all entries from both calendars and making sure they are copied to the other calendar. Because entries are not yet tied to one another, entries in the calendars may appear to duplicate.

To illustrate, before synchronization, a staff member would enter a calendar item in Prime, and then enter that same item in O365. Neither O365 nor Prime associate those entries as the same entry. Rather, each entry is treated as unique. When a sync is performed, the calendar item in Prime is added to the O365 calendar. The O365 item is added to Prime. Those entries may be for the same event, but O365 and Prime do not know that.

After the initial synchronization, new entries in either calendar should not appear to “duplicate” in the other calendar. Each entry, when synched, has its own unique identifier that each calendar understands. When a change is made in one location, the same change is made in the other using those unique identifiers.

After the first two syncs, synchronization should be much faster. Since only changes on either side are transferred, there will be much less to copy. The first couple of syncs should be made using the O365 Sync Start Page. This page is accessed using the top-line menu bar and going to SearchCustom Search and clicking on the Exchange Sync button:

[[File:Screen Shot 2019-08-21 at 11.19.15 AM.png|400px]]

A user may press the “Open O365 Sync Details” button to get to the original setup page. Pressing the “Sync” button will start the synchronization process. The user is prompted for his password. [Note: The sync is only performed for the user who is currently logged into Prime.] The system, depending on the settings made for the user, will then sync to and from O365/Prime.

As the synchronization progresses, updates are shown on this page, including the total number of items to synchronize, and how many are complete. Finally, the starting and ending times for the sync are displayed.

After the initial synchronization is performed by the user, and when exiting the system using the Exit menu option, a user will be asked whether he wants to perform a calendar sync. Answering “Yes” will initiate the calendar sync before exiting the system.

[[File:CalSync5.png|400px]]

Answering “No” will avoid a calendar sync. Finally, clicking “Cancel” will indicate the user never wants to be asked again and effectively disables calendar syncing.

[Some limitations exist on syncing. Old entries are ignored. Only entries within the last few days and into the future are synced. Changes to old entries are also ignored. This helps improve the speed of syncing and limits bandwidth use. Additionally, because Prime is a standalone product, it is not a true “calendar client”. Moving O365 calendars or resetting the sync settings in Prime will cause all items to be synced and (potentially) duplicated. Synchronization only takes place when Prime is running and synchronization is triggered.]

The start and stop time in Prime and O365 are copied between calendars. Additionally, the “Note” in Prime is used as the title in the O365 entry and vice versa.

=Two Factor Authentication=
For O365 accounts that have two factor authentication (2FA) enabled on the account, you may have to set and use an application specific password to bypass the 2FA.

</div>
</div>

Office 365 Calendar Sync - Administrative Setup

2026-05-21T18:56:41Z

Jspenceratty: /* 2. Prime Administrator Setup */