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How to Setup the Office 365 Calendar for an Agent

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After an administrator installs the Office 365 Calendar app in BoldDesk, each agent must authorize the app from their Personal Settings before synchronizing tasks with their Office 365 Calendar.

This article explains how to authorize the Office 365 Calendar app, enable task synchronization, reauthorize the connection, and revoke the app from your BoldDesk account.

Authorizing the Office 365 Calendar App

To authorize the Office 365 Calendar app, follow the given steps:

  1. Click the Profile icon in the top-right corner as indicated below.

    Profile icon.png

  2. Select Personal Settings.

    Personal Settings Option.png

  3. Navigate to the Apps tab in Personal Settings.

    Apps Tab.png

  4. If the Authorize button in your Personal Settings is disabled, please reach out to your Administrator.

    Authorize button.png

  5. Once enabled, please click the Authorize button to proceed. You will be redirected to the Microsoft website.

    Authorize button.png

  6. Enter your Microsoft email ID, and then click Next to proceed.

    Option to Enter a Microsoft email ID.png

After completing the authorization, the ‘Enable’ toggle will activate automatically (if no other calendar app is enabled).

Enable Toggle.png

Task synchronization will start only after this toggle is enabled.

Re-Authorizing the Office 365 Calendar

Click the Re-Authorize button in the Apps section to restart the authentication process.

Feature to Re-Authorize the Office 365 Calendar.png

Revoking the Office 365 Calendar App

Click the Revoke button in the Apps section to cancel the authentication.

Feature to Revoke the Office 365 Calendar App.png

Frequently Asked Questions

  1. Why is the Authorize button disabled for the Office 365 Calendar app?
    The Authorize button is disabled when the Office 365 Calendar app has not been enabled for your account. Contact your BoldDesk administrator to enable the app before attempting authorization.

  2. Does each agent need to authorize the Office 365 Calendar app?
    Yes. After an administrator installs the Office 365 Calendar app in BoldDesk, each agent must authorize the app individually from Profile → Personal Settings → Apps.

  3. When does task synchronization with the Office 365 Calendar begin?
    Task synchronization begins after you authorize the Office 365 Calendar app and enable the Enable toggle.
    The toggle is enabled automatically after successful authorization if no other calendar app is enabled.

  4. When should I reauthorize the Office 365 Calendar app?
    Reauthorize the app if its connection expires, becomes invalid, or stops synchronizing tasks.
    Go to Profile → Personal Settings → Apps, and then select Re-Authorize to repeat the Microsoft authentication process.

  5. What happens when I revoke the Office 365 Calendar app?
    Selecting Revoke cancels the authorization between your BoldDesk account and Office 365 Calendar.
    After revocation, BoldDesk tasks will no longer synchronize with your Office 365 Calendar. To resume synchronization, authorize the app again and enable the Enable toggle.

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