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Integrations

Outlook Calendar Integration

Connect SMVue to Outlook Calendar to sync your 1:1 meetings.

Connect SMVue to Outlook Calendar (Microsoft 365) to automatically track your 1:1 meetings and help you prepare for coaching conversations.

Requirements

Before connecting Outlook Calendar:

  • You need a Microsoft 365 account (Outlook, Office 365, or Microsoft 365)
  • Calendar access permissions
  • 1:1 meetings should be on your primary Outlook Calendar

Note: This integration is for Microsoft 365 / Outlook.com accounts. It does not support on-premises Exchange servers.

How to Connect

During Onboarding

  1. Click Connect Calendar in the onboarding wizard
  2. Select Outlook Calendar
  3. You'll be redirected to Microsoft's authorization page
  4. Choose or log into your Microsoft account
  5. Review the permissions SMVue is requesting
  6. Click Accept
  7. You'll be redirected back to SMVue
  8. Calendar sync will start automatically

After Onboarding

  1. Go to Settings > Integrations
  2. Find the Outlook Calendar integration card
  3. Click Connect
  4. Follow the authorization flow above
  5. Return to SMVue when complete

What SMVue Accesses

SMVue requests the following Outlook Calendar permissions:

Calendars.ReadWrite

  • Read — View your calendar events to identify 1:1 meetings
  • Write — Create events when you schedule meetings in SMVue, and update or cancel the events SMVue created (for example, when you reschedule a 1:1 in SMVue)

Calendars.Read

  • View list of your calendars

Specific Access:

  • Event title (subject)
  • Start and end time
  • Attendee list
  • Meeting location or Teams link

What We Don't Access:

  • Event body or notes
  • Email (Outlook Mail)
  • OneDrive or SharePoint
  • Other Microsoft services
  • Calendars you don't share with SMVue

Initial Sync

Once connected, SMVue will import your Outlook Calendar events:

What's Imported:

  1. Upcoming meetings for roughly the next 30 days
  2. Recent past meetings (for cadence tracking)
  3. Two-person events (you + one team member)

Timeline:

  • Initial import is usually quick (well under a minute)
  • Your upcoming 1:1s show up on your dashboard shortly after

Automatic Updates (Near-Real-Time)

After initial sync, SMVue subscribes to Microsoft Graph change notifications:

Ongoing Updates:

  • New meeting scheduled → Appears in SMVue, typically within a few minutes
  • Meeting rescheduled → Syncs on a best-effort basis
  • Meeting cancelled → SMVue updates its copy on a best-effort basis (can lag)
  • Attendee changed → Reflected on a later sync

Updates are best-effort and can be delayed; we don't guarantee instant delivery or no duplicates.

How It Works:

  • Microsoft sends SMVue a notification when events change
  • SMVue fetches the updated event details via the Microsoft Graph API
  • Your dashboard reflects the change on refresh

Creating Meetings in SMVue

When you schedule a 1:1 in SMVue:

  1. Click Schedule Meeting on a team member's profile
  2. Choose date, time, and meeting type
  3. Optionally add a Teams link
  4. Click Create Meeting
  5. SMVue creates the event on your Outlook Calendar
  6. Both you and the team member receive calendar invitations

Calendar Event Details:

  • Subject — "1:1 with [Team Member Name]"
  • Duration — Based on meeting type (30 or 60 minutes)
  • Attendees — You and the team member
  • Location — Microsoft Teams link (if enabled)
  • Body — Link to meeting prep in SMVue

Troubleshooting

Authorization Failed

Error: "Unable to authorize Outlook Calendar"

Solutions:

  • Ensure you're logged into the correct Microsoft account
  • Try using an incognito/private browser window
  • Check that pop-ups aren't blocked
  • Verify you're using Microsoft 365 (not on-premises Exchange)
  • If using corporate Microsoft 365, ensure admin hasn't blocked third-party app access

No Meetings Appearing

Issue: 1:1 meetings not showing up in SMVue

Solutions:

  • Make sure the meeting is a two-person event (you + team member)
  • Check the team member email matches their SMVue profile
  • Ensure the meeting is on the calendar you connected (primary calendar)
  • Try manual refresh: Settings > Integrations > Sync Now
  • Verify calendar events aren't marked as "Private"

Webhook Not Working

Issue: New meetings slow to appear

Solutions:

  • Give it a few minutes — calendar change notifications aren't instant
  • Refresh your browser
  • Check Microsoft 365 status page for outages
  • Try reconnecting your calendar
  • Contact support if delays persist

Wrong Account Connected

Issue: Syncing personal Outlook instead of work calendar

Solution:

  1. Disconnect current integration
  2. Reconnect and carefully log into your work Microsoft account
  3. Ensure you're using the correct account during authorization

Permission Errors

Error: "Insufficient permissions to access Outlook Calendar"

Cause:

  • Didn't grant all requested permissions during OAuth
  • Microsoft 365 admin restricted third-party app access

Solutions:

  • Reconnect and ensure you click "Accept" for all permissions
  • Contact your Microsoft 365 admin to approve SMVue
  • Check Azure AD admin center for app consent policies
  • Ask admin to pre-approve SMVue for the organization

Meetings Created in SMVue Not Appearing in Outlook

Issue: Scheduled a meeting in SMVue but it's not on my calendar

Solutions:

  • Check that calendar integration is still connected
  • Verify you have write permissions enabled
  • Look in your calendar's "Other" section
  • Try disconnecting and reconnecting with full permissions
  • Contact support if issue persists

Issue: Microsoft Teams link not being added to meetings

Solutions:

  • Make sure you chose to add a Teams link when scheduling the meeting in SMVue
  • Ensure your Microsoft 365 license includes Teams
  • Teams links require Calendar.ReadWrite permission
  • Try reconnecting your calendar with full permissions

Disconnecting Outlook Calendar

To disconnect your Outlook Calendar integration:

  1. Go to Settings > Integrations
  2. Find Outlook Calendar integration
  3. Click Disconnect
  4. Confirm disconnection

What Happens:

  • SMVue stops syncing calendar events
  • Existing meetings in SMVue remain
  • SMVue's access is revoked; cleanup of any remaining change-notification subscription is best-effort and may lag
  • Events created by SMVue remain on your Outlook Calendar (not deleted)

To Reconnect:

  • Click Connect and re-authorize
  • Your SMVue meeting history will still be there

Microsoft 365 / Azure AD Considerations

If your organization uses Microsoft 365 with Azure AD:

  • Many organizations require admin approval for third-party apps
  • You may see "Need admin approval" during authorization
  • Contact your IT admin to approve SMVue
  • Share this page with your admin for integration details

Conditional Access Policies

  • Some organizations restrict app access based on location, device, etc.
  • If you see "Access blocked by Conditional Access", contact your IT admin
  • Admin can create an exception for SMVue in Azure AD

Privacy & Security

SMVue's Outlook Calendar integration is:

  • OAuth 2.0 with PKCE — Industry-standard secure authentication
  • Scoped Access — Only calendar events, not email or other Microsoft services
  • Encrypted Credentials — Tokens encrypted at rest
  • Revocable — Disconnect anytime; access is revoked and cleanup is best-effort
  • Logged — Calendar operations are logged
  • Microsoft Graph API — Uses official Microsoft APIs

We Never:

  • Access email (Outlook Mail)
  • Access OneDrive, SharePoint, or Teams chats
  • Share your calendar data with third parties
  • Store event body or notes
  • Touch unrelated events on your calendar — SMVue only creates, updates, or cancels the events it manages (the ones you schedule in SMVue)

Best Practices

  1. Use Work Calendar — Connect the calendar you use for professional meetings
  2. Consistent Emails — Ensure team member emails in calendar match SMVue profiles
  3. Keep 1:1s Private — Only you and the team member as attendees
  4. Schedule Ahead — Booking 1:1s a bit in advance gives SMVue more time to prep
  5. Add a Teams Link — Include a Microsoft Teams link when you schedule a meeting in SMVue

When you schedule a meeting in SMVue, you can have SMVue add a Microsoft Teams link to the event it creates. The link lands on the calendar invitation so attendees can join directly.

Requirements:

  • Microsoft 365 license that includes Teams
  • Calendar.ReadWrite permission granted
  • Teams enabled for your organization

Need Help?

Outlook Calendar integration questions? Contact support@smvue.com or use in-app chat.

Include in your message:

  • Screenshot of the issue (if applicable)
  • Whether you're using Microsoft 365, Outlook.com, or Office 365
  • Whether your organization uses Azure AD
  • What you were trying to do when the issue occurred

Google Calendar Integration

Connect SMVue to Google Calendar to sync your 1:1 meetings.

Seat Types

Understand the different seat types in SMVue and what they can access.

On this page

RequirementsHow to ConnectDuring OnboardingAfter OnboardingWhat SMVue AccessesCalendars.ReadWriteCalendars.ReadInitial SyncAutomatic Updates (Near-Real-Time)Creating Meetings in SMVueTroubleshootingAuthorization FailedNo Meetings AppearingWebhook Not WorkingWrong Account ConnectedPermission ErrorsMeetings Created in SMVue Not Appearing in OutlookTeams Link Not WorkingDisconnecting Outlook CalendarMicrosoft 365 / Azure AD ConsiderationsAdmin Consent May Be RequiredConditional Access PoliciesPrivacy & SecurityBest PracticesMicrosoft Teams LinksNeed Help?