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Connect Outlook Calendar

By connecting your Outlook Calendar, Sally can automatically access your meetings (with the required permissions) and join them without needing a separate invitation.

After a successful integration, you will see all your scheduled meetings directly in the Sally platform.

Sally supports both Exchange Online (Microsoft 365, cloud-based) and Exchange On-Premise (local server environments).

  • Exchange Online: Sign in with your Microsoft account – quick and easy for Microsoft 365 users.
  • Exchange On-Premise: Connect by entering your server information and login credentials – for organizations running their own Exchange server.

  1. Connect Outlook Calendar (Exchange Online)
  2. Connect Outlook Calendar (Exchange On-Premise)

1. Connect Outlook Calendar (Exchange Online)

1.1 Connect a work account

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Here you sign in with a work, school, or university account (Microsoft 365 / Azure AD). This option is intended for organizational environments where Outlook is managed through Microsoft 365.

  1. Open Settings in the left sidebar.
Sally interface with highlighted settings
Go to Settings
  1. Select “Integrations.”
  2. Click “+ Add calendar.”
Sally integrations page with highlighted add calendar button
Open Integrations and click Add calendar
  1. Select “Outlook Calendar (Microsoft 365 / Exchange Online)” and click “Connect.”
Outlook Calendar Microsoft 365 integration with connect button
Select Outlook Calendar (Microsoft 365 / Exchange Online)
  1. Sign in with your "Work, school, or university account" and grant the required permissions.
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When connecting an Outlook calendar for the first time, an admin login is required to approve the Sally app for the tenant.
After that, all users can connect their calendars normally.

  1. After the connection is successful, your Outlook calendar meetings will appear in Sally.
Microsoft login screen for Outlook calendar integration
Sign in with your Microsoft account
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Synchronization may take a few minutes. Restart Sally if necessary.

1.1.1 Technical OAuth permissions for work accounts (Microsoft 365 / Azure AD)

For the integration with Outlook Calendar (Microsoft 365 / Exchange Online), Sally uses OAuth 2.0 for authorization.
The following scopes define which areas Sally may access on behalf of the signed-in user.

Disclaimer
  1. Sally only reads this information to technically establish and maintain the connection to the user account.

  2. Sally does not perform any independent changes. Actions are only executed based on explicit user interaction.

  3. API endpoints are only called within the context of an active action triggered by the user within the platform.

Technical overview of the required scopes

ScopeTypeWhat Microsoft technically allowsHow Sally uses this scope
offline_accessDelegatedIssues a long-lived access tokenSally stores an access token to maintain the connection. No calendar data is modified.
openidDelegatedOpenID Connect identity verificationSally reads the unique user ID to correctly authenticate the account.
profileDelegatedAccess to basic profile dataSally reads basic profile information (e.g. display name) to identify the signed-in account.
User.ReadDelegatedRead basic user informationSally reads basic information of the signed-in user for authentication. No changes are made to the account.
Calendars.ReadWrite.SharedDelegatedAPI permission for calendar accessThis scope is technically required for Microsoft to allow the calendar integration. Sally does not create, modify, or delete calendar events.
Contacts.ReadWrite.SharedDelegatedAPI permission for contact accessPart of Microsoft's permission model. Sally does not read contact lists or modify contact data.
OnlineMeetings.ReadWriteDelegatedAPI permission for online meeting resourcesTechnically required by Microsoft for calendar integration. Sally does not create or modify online meetings.

1.2 Connect a personal account

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Here you sign in with a personal Microsoft account (e.g. Outlook.com, Hotmail, Live). This option is intended for private Outlook accounts.

  1. Open Settings in the left sidebar.
Sally interface with highlighted settings
Go to Settings
  1. Select “Integrations.”
  2. Click “+ Add calendar.”
Sally integrations page with highlighted add calendar button
Open Integrations and click Add calendar
  1. Select “Outlook Calendar (Personal Microsoft Account / Exchange Online)” and click “Connect.”
Outlook Calendar personal Microsoft account integration
Select Outlook Calendar (Personal Microsoft Account)
  1. Sign in with your Microsoft account and grant the required permissions.

  2. After the connection is successful, your Outlook calendar meetings will appear in Sally.

Microsoft login screen for Outlook calendar integration
Sign in with your Microsoft account
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Synchronization may take a few minutes. Restart Sally if necessary.

1.1.2 Technical OAuth permissions for personal Microsoft accounts

For the integration with Outlook Calendar (personal Microsoft account), Sally also uses OAuth 2.0.
The following scopes define which areas Sally may access on behalf of the signed-in user.

Disclaimer
  1. Sally only reads this information to technically establish and maintain the connection to the user account.

  2. Sally does not perform any independent changes. Actions are only executed based on explicit user interaction.

  3. API endpoints are only called within the context of an active action triggered by the user within the platform.

Technical overview of the required scopes

ScopeTypeWhat Microsoft technically allowsHow Sally uses this scope
emailDelegatedAccess to the user’s email addressSally reads the email address to uniquely identify the account.
offline_accessDelegatedIssues a long-lived access tokenSally stores an access token to maintain the connection.
openidDelegatedOpenID Connect identity verificationSally uses this scope to securely authenticate the account.
User.ReadDelegatedRead basic user informationSally reads basic information of the signed-in user for authentication.
Calendars.ReadWriteDelegatedAPI access to calendar dataThis scope is technically required for the calendar integration. Sally does not independently modify calendar events.
Contacts.ReadWriteDelegatedAPI access to contact dataPart of Microsoft's permission model. Sally does not read contact lists or modify contact data.

2. How to connect Outlook Calendar (Exchange On-Premise)

  1. Open Settings in the left sidebar.
Sally interface with Settings highlighted in the left sidebar
Go to Settings
  1. Select Integrations.
  2. Press + Add Calendar.
Sally interface with Settings highlighted in the left sidebar
Go to Settings
  1. Choose Outlook Calendar (Exchange On-Premise) and click Connect.
Sally Integrations page with Add Calendar highlighted
Open Integrations and click Add Calendar
  1. Enter your login data and server information:
    • Username
    • Password
    • Exchange Server URL
    • Version
Example: Exchange Server URL

An Exchange Server URL often looks like this:
https://outlook.yourcompany.com/EWS/Exchange.asmx

You usually receive this information from your internal IT department.


Outlook Calendar Exchange On-Premise integration option with Connect button
Select Outlook Calendar (Exchange On-Premise)
  1. Once connected, your Outlook On-Premise events will appear in Sally.
Outlook Calendar On-Premise login screen with server fields
See your Outlook meetings in Sally
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Synchronization may take a few moments. Restart Sally if necessary.


Once successfully connected, you now can set whether and when Sally should automatically join your meetings.