Setting Up a CalendarAnything Microsoft Integration – Admin Guide

This article explains how to set up a Microsoft integration with CalendarAnything LWC.

In this article:

• Ensure Prerequisites are Met
• Add Remote Sites
• Log into the Integration and Request Permissions
• Grant Admin Consent in Microsoft Entra Admin Center
• Set Force Consent Form to False

Ensure Prerequisites are Met

1. The calendar’s primary data object must contain a Long Text Area field that will be used to store meeting information. This field can be an existing Long Text Area field or a custom field created for this purpose. If such a field is not available, one must be created.
2. If the Microsoft Entra Admin Center already has CalendarAnything listed, the listing must be deleted. Follow these steps to see whether one is listed and, if so, how to delete it.
   • Log into the Microsoft Entra admin center (requires a Microsoft Business account).
   • Select Enterprise Apps.
   • Select All applications.
   • If there is a CalendarAnything link listed, click it.
   • Select Properties.
   • Click Delete. A confirmation popup appears.
   • On the Delete CalendarAnything? popup, click Yes.
     
   • On the All Applications page, click Refresh.
   • If for some reason CalendarAnything is still not deleted, select Properties and click Delete again.

Add Remote Sites

1. Log into Salesforce.
2. Click the Salesforce gear icon to go to Setup.
   
3. Go to Security > Remote Site Settings.
4. Click New Remote Site.
   
5. Use the Remote Site Edit page to add two remote sites.
   • Add Microsoft remote site as follows:
     • Remote Site Name: Microsoft
     • Remote Site URL: https://graph.microsoft.com
   • Click Save & New. The application saves the data and displays the blank edit page again.
   • Add Microsoft Online remote site:
     • Remote Site Name: Microsoft Online
     • Remote Site URL: https://login.microsoftonline.com
   • Click Save.

Log into the Integration and Request Permissions

1. Access CalendarAnything.
2. Go to Settings > Integrations > Microsoft Login.
3. Set Force Consent Form to FALSE (checkbox should be blank).
4. Click Login To MS and log in with Microsoft Admin credentials.
5. In Permissions requested, set consent checkbox to TRUE, and click Accept.
   
6. Close out the Action Required message.
   

Grant Admin Consent in Microsoft Entra Admin Center

1. Return to the Microsoft Entra admin center:
2. Select Enterprise apps.
3. Select All applications.
4. If CalendarAnything is not listed in All Applications, click Refresh.
5. Click CalendarAnything.
6. Select Permissions.
7. Click Grant admin consent for …  button (#2 on image below).
   
8. On the Microsoft login form, log into Microsoft as an Admin.
9. In Permissions requested, set consent checkbox to TRUE.
   

Set Force Consent Form to False

1. Log into Salesforce.
2. Navigate to CalendarAnything;
3. Go to Settings> Integrations > Microsoft Login.
   
4. Leave or set Force Consent Form to FALSE. Note: FALSE = blank.
5. Click Login To MS and log in with Microsoft Admin credentials.
6. On Permissions requested, click Accept.
   

Congratulations! You’ve completed the setup for the Microsoft Teams integration with CalendarAnything LWC.

Related Articles:

• Using CalendarAnything’s Microsoft Integration