Calendar & Scheduling · Listed — scope confirmed during implementation · Updated 2026-07-20
ClaireAI × Microsoft 365 / Outlook
An Outlook booking workflow starts by choosing the actual calendar and permission path; a mailbox, shared calendar, and Microsoft 365 group calendar are not interchangeable.
What is the ClaireAI × Microsoft 365 / Outlook integration?
Microsoft Graph can create events in a user's calendar or a Microsoft 365 group calendar, subject to the consented permission and the target calendar's access model. ClaireAI's review identifies the attorney, shared mailbox, or group calendar that may receive an appointment; whether access is delegated or application-based; the availability source; and the fields the firm approves for the event. The firm also decides how time zones, external attendees, cancellations, rescheduling, and a failed write are handled. Calendars.ReadWrite is not a blanket authorization to use every firm calendar, so the Microsoft 365 administrator confirms consent, mailbox access, and any conditional-access constraint. This page does not promise automatic conflict resolution, universal shared-calendar access, a specific notification, or a completed booking. A labelled appointment and cancellation test verifies the calendar, recipient experience, and staff fallback before live use.
Integration availability, setup, data flow, and implementation scope are confirmed with your firm during the sales and implementation process. Implementation work varies by firm.
Implementation review
What needs to be confirmed for Microsoft 365 / Outlook?
Evaluation path
How does ClaireAI evaluate a Microsoft 365 / Outlook workflow?
01
Choose the calendar deliberately
The firm decides whether a consultation belongs on an individual attorney calendar, a shared intake calendar, or another approved Microsoft 365 calendar.
02
Limit the permission
The administrator validates the least access needed and confirms that the selected mailbox or calendar accepts the intended operation.
03
Test the whole appointment
A labelled booking, update, and cancellation show the organizer, attendees, time zone, and staff recovery path before launch.
Setup
How does Microsoft 365 / Outlook implementation start?
The implementation review confirms the vendor path, firm-approved data, and a controlled test before launch.
- 01
Document the approved Outlook calendar, operational owner, availability rule, and permitted appointment information.
- 02
Confirm Microsoft 365 consent, calendar access, notification choices, and the firm's cancellation or rescheduling policy.
- 03
Run labelled booking, update, and cancellation tests and approve the observed result before live callers are routed.
FAQ
Microsoft 365 / Outlook integration questions, answered.
Can one Microsoft 365 permission access every attorney calendar?
Not automatically. The firm and Microsoft 365 administrator confirm the consent model and access for the specific target calendar.
Will every event send the same invitation or notification?
The firm approves attendee and notification behavior during implementation and verifies it in a labelled test.
What happens when the selected calendar cannot accept an appointment?
The firm defines an owned fallback, such as staff review or another approved scheduling path, before activation.
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