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Office 365 Calendar Sync - Administrative Setup

From Prime 16 Online User's Manual
Revision as of 20:11, 21 May 2026 by Jspenceratty (talk | contribs)

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.

Admin/Setup Information — This information is for administration/setup use.

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.

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

B. Configure the Redirect URI

In the app registration, go to:

Authentication

Click "Add Redirect URI" and choose:

Mobile and desktop applications

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

http://localhost:3017/

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:

Allow public client flows

Set it to:

Enabled

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:

API permissions

Add Microsoft Graph delegated permissions:

User.Read
Calendars.ReadWrite
offline_access

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.

Admin → Custom Admin

and choose

Exchange Calendar Sync Settings

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

Enter the following values:

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>>

Then enable organization-level calendar sync:

Calendar Sync Enabled = Yes

Recommended sync window:

Sync Past Days:    30
Sync Future Days:  365

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.