Skip to content
FidelicRoster →

Setup · Microsoft Outlook Calendar

Wire Outlook Calendar to your Fidelic agent in Teams

How the agent reads team calendars and proposes events users accept or decline. Used by recruiter, meeting prep, and scheduling agents.

← Back to Microsoft Teams

Prerequisites

  • · Microsoft 365 license that includes Exchange Online and Outlook Calendar
  • · Calendars.ReadWrite.Shared Microsoft Graph scope grantable by a Global Administrator
  • · List of users whose calendars the agent should read (interview panels, deal owners, exec assistants) — the agent only sees calendars the user shares
  • · Default meeting room or Teams meeting policy if the agent should attach a Teams join link to proposed events

Permissions requested

  • · Calendars.Read — read free/busy across the users who share their calendar
  • · Calendars.ReadWrite — propose new events; the user accepts or declines through the standard Outlook flow
  • · OnlineMeetings.ReadWrite — attach a Teams join link to proposed events
  • · User.Read — read display name, timezone, and manager for scheduling decisions

Step-by-step

1. Identify the calendars the agent should reach

The agent reads only the calendars whose owners explicitly share them. For a recruiter agent, that's the hiring panel; for a sales-ops agent, the AEs and SEs. Make a list of the email addresses; you'll grant access in step 3.

2. Grant the Microsoft Graph scopes

In the Microsoft Entra admin center, open the Fidelic app registration and add Calendars.Read, Calendars.ReadWrite, and OnlineMeetings.ReadWrite under API permissions. A Global Administrator grants tenant-wide consent. The scopes appear active in the Fidelic console within a few minutes.

3. Each calendar owner shares their calendar

From Outlook (web or desktop), the panel member opens Calendar → Share → Calendar. They add the Fidelic service principal email and choose Can view all details (read-only) or Can edit (when the agent should propose). The share takes effect within minutes. This step is per-person; it cannot be done on someone's behalf by an admin.

4. Configure the proposal flow

In the Fidelic console, set whether proposed events go straight on the calendar (auto-accept by the panel) or arrive as tentative invitations the panel member explicitly accepts. The default is tentative. Choose your team's preference.

How to verify it worked

From the Fidelic console, ask the agent to propose a 30-minute slot with the calendar owners over the next two business days. You should see a tentative event appear on each owner's calendar with a Teams join link, and a confirmation in the Teams channel showing the proposed time.

Gotchas

Calendar sharing is per-user and not delegable. Even Global Admins cannot share a user's calendar on their behalf. If a panel member doesn't share, the agent excludes them from the proposed window — it does not error, but it also does not see the conflict.

Tenants with strict calendar information policies (for example, only show free/busy externally) limit what the agent reads. If the agent has access only to free/busy, scheduling still works; the agent cannot attach context from the meeting body.

For the IT admin

Audit trail. Calendar reads and event creations are logged under the Fidelic app principal in the unified audit log. Filter by AppId to see the exact times and target calendars.

Revocation. A user can withdraw the calendar share from Outlook at any time. An admin can revoke the Calendars scopes from the Fidelic Entra app registration to cut off all calendar access tenant-wide — reversible without re-install.

Where to next