Published at: 2026-09-17

Configure third-party calendar synchronization

Create a Microsoft 365 connection and configure the synchronization direction between ShareCRM Calendar and Outlook.

Before you begin

  • Your organization has purchased a Microsoft 365 calendar synchronization license.
  • Test the configuration in a sandbox organization first.
  • You have the Calendar synchronization management permission.
  • A Microsoft Entra Global Administrator can complete the required consent.

Assign management permission

  1. Go to Setup > Data Permission Management > Management Feature Permissions.
  2. Assign the Calendar synchronization permission to the target administrator.
  3. Save the configuration.
System administrators and CRM administrators have this permission by default.

Create a synchronization configuration

  1. Go to Business Plugin > Calendar Synchronization.
  2. Select Add Configuration.
  3. Select the Microsoft 365 calendar service.
  4. Select the OAuth 2.0 connection method.
  5. Enter a configuration name and description.
  6. Enter the Microsoft tenant ID, application ID, and client secret.
  7. Select two-way or one-way synchronization.
  8. Save the configuration.
Create a Microsoft 365 calendar connection
The configuration name can contain up to 100 characters. It cannot be CRM Calendar or duplicate an existing name. The description can contain up to 2,000 characters.
Within one ShareCRM tenant, a Microsoft tenant ID can belong to only one synchronization configuration. Multiple ShareCRM tenants can use the same Microsoft tenant ID.
Synchronization can be two-way, one-way from ShareCRM to Outlook, or one-way from Outlook to ShareCRM.

Configure Microsoft permissions

  1. Register or open the application in the Microsoft Entra admin center.
  2. Open its API permissions.
  3. Add Microsoft Graph application permissions.
  4. Add User.Read.All and Calendars.ReadWrite.
  5. Grant administrator consent with a Global Administrator account.
[!WARNING] The client secret appears in full only when you create it. Store it in an approved credential manager. Do not place it in ordinary documents or conversations.

Validate synchronization

  1. Ask a test employee to authorize the connection from Personal Settings > Connected Accounts.
  2. Create a test Calendar event and select this synchronization configuration.
  3. In Outlook, check the title, time, and participants.
  4. Edit the event and verify that synchronization follows the configured direction.
Also verify these conditions:
  • The ShareCRM account email matches a member user principal name in the Microsoft tenant.
  • Unauthorized participants are excluded, and contacts with email addresses synchronize as attendees.
  • Images, attachments, and cloud-drive files do not synchronize.
  • When a recurring Outlook event synchronizes to ShareCRM, only the first event is created.
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