Outlook Integration Admin Implementation Checklist

Use this checklist to confirm the Outlook Calendar Integration is fully configured and validated before going live. Complete each section in order — later sections depend on earlier ones.

Microsoft Setup

• App registration created in Microsoft Entra
• Application (Client) ID recorded
• Directory (Tenant) ID recorded
• Object ID recorded
• Client secret generated
• Client secret value saved immediately (Microsoft displays this value only once)
• Client secret expiration noted — 12–24 months recommended
• Microsoft Graph Application permissions added (not Delegated permissions):
  • Calendars.ReadWrite
  • Place.Read.All
  • User.Read.All
• Admin Consent granted for all three permissions

Concept3D Setup

For your Concept3D Partner Success Manager or Onboarding Specialist:

• Navigated to Root Admin → Manage Platform → Integrations → Outlook
• Outlook Calendar toggle enabled
• Tenant ID entered
• Client ID entered
• Client Secret entered
• "Check Permissions" validates successfully

Mapping Configuration

• Navigated to Admin → Settings → Integration Mappings → Outlook Calendars
• All Spaces mapped to their corresponding Outlook room calendars
• All mappings saved

Validation

Note: When the integration is first enabled, only future events sync — existing past reservations are not backfilled, and past Outlook events are not imported into Room Reservations.

• Test reservation created in Concept3D → confirmed visible in Outlook within ~5 minutes
• Test reservation created in Outlook → confirmed visible in Concept3D
• Room calendar added to Outlook sidebar for ongoing visual verification