What it does
- Real-time availability sync - AI sees when you’re free or busy
- Automatic booking - Creates calendar events when appointments are booked
- Two-way sync - Changes in Outlook reflect instantly in CallDesk
- Event details - Includes caller info, service requested, and transcript link
- Teams integration - Optionally add Microsoft Teams meeting links
Setup
Permissions requested
CallDesk requests minimal permissions:| Permission | Why we need it |
|---|---|
| Calendars.ReadWrite | Check availability and create events |
| User.Read | Get your email for calendar access |
What gets created
When AI books an appointment, the calendar event includes:- Event title: “Appointment with [Customer Name]”
- Description: Service requested, conversation summary
- Location: Your business address or “Phone call”
- Attendee: Customer’s email (if provided)
- Link: Full transcript in CallDesk
Multiple calendars
You can connect multiple Outlook calendars:- Personal + Work: Check both for conflicts
- Shared calendars: Book into team calendars
- Room calendars: Reserve meeting rooms (Microsoft 365)
Microsoft 365 admin approval
Some organizations require admin approval for third-party apps:- Your IT admin may need to approve CallDesk in the Azure portal
- Contact your admin and provide them with our app details
- Once approved, you can complete the connection
Troubleshooting
Getting 'Admin approval required' error
Getting 'Admin approval required' error
Your organization restricts third-party apps. Contact your IT administrator to approve CallDesk.
Calendar not syncing
Calendar not syncing
Try disconnecting and reconnecting. Go to Settings → Integrations → Outlook → Disconnect, then reconnect.
Events showing wrong time
Events showing wrong time
Check that your Outlook timezone matches CallDesk. Go to Outlook Settings → Calendar → Time zones.
Requirements
- Microsoft account (Outlook.com or Microsoft 365)
- Calendar write permissions
- Admin approval (some organizations)
- No additional cost
Connect Outlook Calendar
Set up the integration now