Integrating Microsoft 365 Calendars in the Staffbase Platform

You can use your platform as the front door to your company. With the Microsoft 365 calendar integration with the Staffbase platform, employees have an important tool for everyday work in hand on mobile devices, as well as on their desktop. Microsoft 365 calendars are directly displayed in your employee app or intranet. The calendars can be viewed from your app to plan ahead, but in order to add appointments or manage schedules, employees will still need to open the Microsoft calendar in a Microsoft application.

Installation and Configuration of Microsoft 365 Calendar Plugin in Staffbase

• The first time you install the plugin, you need to have the Global Administrator Microsof 365 role.
• Once the installation is successful, additional Microsoft 365 calendars can be added and configured by regular Microsoft 365 users.
• Contact Customer Success Manager to activate the Microsoft 365 Calendar plugin.

Adding the Microsoft 365 Calendar Plugin to Your App

1. In the Experience Studio, navigate to Add plugin.
2. Click Install for the Microsoft 365 Calendar plugin.
   The dialog to add a calendar opens.
   
   
3. Provide a title for the calendar and set the access and visibility settings.
   
4. Click Add Calendar.
   You have added the Microsoft 365 Calendar plugin and your first calendar. Later you can add more calendars.
   

Granting Permission to Access via the App

The first time you access the plugin, you need to grant access permission for your app.

• You need to have the role Global Administrator Microsoft 365 to grant permission.

1. In the Experience Studio, open the Microsoft 365 calendar you created.
   The Microsoft 365 Sign in page opens.
   
   
2. Click Sign in and follow the steps to sign in to your Microsoft account.
   Ensure to select the checkbox for Consent on behalf of your organization and click Accept.
   
   
3. Go back to the tab, which has the Experience Studio open, to further configure the Office 365 calendar you created.

Configuring a Personal Microsoft 365 Calendar

When adding a personal calendar, users will see their own personal Microsoft 365 calendar in the app. Personal calendars are displayed as a list of events and appointments.

• You need to sign in to Microsof365 to configure the settings.

1. In the Experience Studio, open the Microsoft 365 calendar you created.
2. Select the calendar type Personal Calendar.
   
   
   
   Your own calendar is previewed. After configuration, in the app, every user will see his or her own calendar.
3. Click Save.

Configuring a Shared Microsoft 365 Calendar

Shared calendars are calendars that belong to a shared Microsoft 365 mailbox. All users with access to this mailbox will see the calendar in their app menu. Shared calendars are displayed as a list of events and appointments.

• You need to be signed in to Microsoft 365  to configure the settings.

1. In the Experience Studio, open the Microsoft 365 calendar you created.
2. Select the calendar type Shared Calendar.
   
   
   
3. From the dropdown menu, select the mailbox in which you want to display the shared calendar.
   The shared calendar is previewed.
4. Click Save.

Configuring a Microsoft 365 Group Calendar

For Microsoft 365 groups, the group calendar can be displayed in the app. All members of the group will see the calendar in their app menu. Group calendars are displayed as a list of events and appointments.

• You need to be signed in to Microsoft 365 to configure the settings.

1. In the Experience Studio, open the Microsoft 365 calendar list you created.
2. Select the calendar type Group Calendar.
   
   
   
3. From the dropdown menu, select the group for which you want to display the group calendar.
   The group calendar opens in preview mode.
4. Click Save.

Publishing the Microsoft 365 Calendar in the App

1. In the Experience Studio, navigate to the Microsoft 365 calendar you want to publish.
2. Click Publish MS365 Calendar.

What Does the Microsoft 365 Calendar Look Like for My Employees?

On a mobile device, the Microsoft 365 Calendar is displayed in the in-app browser.

When you use your employee app in the internet browser, the Microsoft 365 calendar is integrated in the web app.