Outlook / Microsoft 365 Sync Troubleshooting

If you’re having trouble connecting Microsoft 365 or your Outlook calendars to Apptoto, it may be due to the permission settings your company has configured in Microsoft 365. These settings are managed in your organization’s Microsoft Entra ID service (formerly Azure Active Directory or Azure AD).

This guide walks admins through enabling access so users can connect their accounts and sync their calendar and contact data to Apptoto.

What and Why This Happens

Microsoft Entra is a service that helps your company control who can access what in your organization. It allows your IT team or an admin to manage users, their devices, and the apps they use.

Often, companies prevent team members from granting third-party applications access to their company’s data without administrator review and approval to ensure the app meets security and compliance standards.

Granting Users Access to Use Apptoto

You may see one of the two permission screens below when connecting Microsoft Outlook, Microsoft 365, or another Microsoft account to Apptoto. Follow the steps in the section that matches the screen you’re currently on.

Need admin approval

Modal screen showing that Microsoft requires Admin approval to allow you to share your microsoft calendar and contacts with apptoto

If you see the screen above when attempting to sync your Microsoft property to Apptoto, you’ll need to work directly with your Microsoft Admin to get Apptoto approved before you can sync your calendar.
Option 1: Have an admin from your company navigate to https://secure.apptoto.com/office365/start_microsoft_graph?admin_consent=true to sign in with their account to review and approve Apptoto’s requested permissions. The permissions screen will look similar to the image below. Once approved, all team members should then be able to follow these steps to sync their calendars and contacts to Apptoto to manage their appointments.
Option 2: Have your administrator log in to the “Microsoft Entra Admin Center” and proceed with the following steps.
1. Click “Enterprise Apps” then “Consent & Permissions.”
2. In the “User consent settings” tab, have the Admin set the “User consent for applications” level to “Allow user consent from verified publishers for selected permissions,” then click “Save.”
3. Have the Apptoto user navigate back to either the Appointments tab or the Settings > Integrations tab to resync their Microsoft connection.

Approval Required (Request-Submitted)

Apptoto showing Microsoft Admin approval needed to complete sync with reasoning

If you see the screen above when trying to connect your Microsoft account to Apptoto, enter a brief reason for your sync request, then click “Request Approval” to notify your administrator.
An email notification will immediately be sent to your Microsoft Entra Administrator(s).
Your administrator should log in to the “Microsoft Entra Admin Center” and follow the steps below.
1. Click “Enterprise Apps” in the left-hand navigation menu.
2. Navigate to “Admin Consent Requests” and click Apptoto under the “My Pending” list.
3. On the “Details” screen that appears, click “Review permissions and consent” for Apptoto.
4. Review the data access Apptoto is requesting, then click “Accept” to grant the user(s) permission to use Apptoto.
Once approved, the requesting user should return to Apptoto and resync their Microsoft connection in the Appointments or Settings>Integrations tab.