Office 365 Calendar Sync - Administrative Setup - Revision history

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

2026-05-27T15:06:55Z

D. Add Microsoft Graph Permissions

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	Prime uses delegated permissions because each Prime user signs in as themselves.		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~~.		Review the list of delegated permissions. Once that list includes all those shown above, click the "Grant admin consent for <your domain>".

	== 2. Prime Administrator Setup ==		== 2. Prime Administrator Setup ==

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

2026-05-26T13:39:07Z

D. Add Microsoft Graph Permissions

← Older revision		Revision as of 13:39, 26 May 2026
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	User.Read		User.Read
	Calendars.ReadWrite		Calendars.ReadWrite
			Mail.ReadWrite
			Mail.ReadWrite.Shared
			Mail.Send
			Mail.Send.Shared
	offline_access		offline_access
	</pre>		</pre>

Jspenceratty at 20:55, 21 May 2026

2026-05-21T20:55:19Z

← Older revision		Revision as of 20:55, 21 May 2026
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	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 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 =		= Prime Microsoft 365 Calendar Sync Setup Instructions =
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	You can click "Close" to close the "Exchange Calendar Sync Admin" form.		You can click "Close" to close the "Exchange Calendar Sync Admin" form.

	~~</div>~~
	~~</div>~~

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

2026-05-21T20:30:32Z

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

← Older revision	Revision as of 20:30, 21 May 2026
(No difference)

Jspenceratty at 20:11, 21 May 2026

2026-05-21T20:11:10Z

← Older revision		Revision as of 20:11, 21 May 2026
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	</div>		</div>
	</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">~~

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

2026-05-21T20:10:25Z

3. Per-User Setup in Prime

← Older revision		Revision as of 20:10, 21 May 2026
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	<div class="mw-collapsible-content">		<div class="mw-collapsible-content">
	~~= 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>~~

Jspenceratty: /* Support Checklist */

2026-05-21T20:10:05Z

Support Checklist

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	<div class="mw-collapsible-content">		<div class="mw-collapsible-content">
	~~= 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 =		= 3. Per-User Setup in Prime =

Jspenceratty: /* Best Practices */

2026-05-21T20:09:56Z

Best Practices

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	~~= 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 =		= Support Checklist =

Jspenceratty: /* Troubleshooting */

2026-05-21T20:09:45Z

Troubleshooting

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	<div class="mw-collapsible-content">		<div class="mw-collapsible-content">
	~~= 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 =		= Best Practices =

Jspenceratty: /* Private Outlook Events */

2026-05-21T20:09:34Z

Private Outlook Events

← Older revision		Revision as of 20:09, 21 May 2026
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	~~= 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 =		= Troubleshooting =