Microsoft (Calendar and Teams)

Connect your account to Microsoft (Outlook/Office 365) is the easiest way to automate recording your Teams video calls in Salescaling.

1. Connect your Microsoft Calendar

This is the essential step for the Salescaling bot to identify your meetings and join them automatically.

• Connection Steps for the:

  1. Go to Settings > Integrations.

  2. In the section Calendar, look for the card for Microsoft tab, and click Connect.

  3. You will be redirected to a Microsoft login page Microsoft, where you will need to enter your email or phone and follow the steps to authorize Salescaling.

  4. Once authorized, you will return to Salescaling and the Microsoft Calendar will display the status "Connected".

• Main Benefit: By completing this connection, all the meetings on your Microsoft calendar will automatically appear in your Bot Manager.

Sync Operation:

• Synchronization Window: The platform automatically imports all meetings scheduled for the next month (30 days).

• Continuous Update: Every day, this process is repeated, always keeping a one-month-ahead window. In this way, the Bot Manager will always be up to date with your upcoming events without you having to do anything.

Which calendars are synchronized?

Salescaling automatically synchronizes all calendars that you own:

• ✅ Primary calendar: Your main Outlook/Office 365 calendar

• ✅ Secondary calendars: Any additional calendar you have created

• ❌ Shared calendars: Calendars shared by other users (not synchronized)

• ❌ Read-only calendars: Third-party calendars with limited permissions

Important note: If you need to sync events from shared calendars, each user must connect their own Microsoft account to Salescaling.

2. Support for Microsoft Teams

The section Video Calls shows the integration of Microsoft Teams with a green check mark by default. This means it is ready to use without any additional integration setup.

Once the Microsoft calendar has been connected, the bot for Salescaling will be able to identify and automatically join Microsoft Teams meetings it finds in the events. Additionally, it is possible to make the bot join a Teams meeting manually:

1. Using the Record Meeting option within the platform Salescaling.

2. Using the browser extension of Salescaling directly from Microsoft Teams.

To learn more: The guide on how to use the Salescaling Browser Extension to record meetings instantly.

Allowed Microsoft Teams Links

For the Salescaling bot to join your Microsoft Teams meetings correctly, the link must follow the standard Teams format:

✅ Valid links:

• https://teams.microsoft.com/l/meetup-join/abc123

• https://teams.microsoft.com/meet/abc123

• https://company.teams.microsoft.com/l/meetup-join/abc123

• https://teams.microsoft.com/l/meetup-join/abc123/def456

❌ Invalid links:

• Outlook Calendar links that are not specific to Teams

• Links from other video call platforms

• Links that do not contain the domain teams.microsoft.com

• Links with additional URL parameters

Tip: When you create an event in Outlook Calendar, make sure the "Add Microsoft Teams video call" option is enabled to automatically generate the correct link.

Important Note: Don't forget to admit the Bot! Remember that, even though the process is automatic, the bot will appear in the "waiting room" of your Teams meeting. The meeting host must admit it manually so it can enter and record.

Frequently Asked Questions (FAQ)

What exact permissions am I giving Salescaling when I connect my Microsoft account?

By authorizing the connection, you give permission to Salescaling to:

• Read calendar events: Title, description, date/time, participants

• Access video call links: Microsoft Teams, Google Meet, and Zoom links in events

• Automatically synchronize: Import events from the next month (30 days)

Requested technical permissions: Calendars.Read offline_access (calendar read-only)

What Salescaling does NOT access:

• ❌ Personal emails

• ❌ Private event notes

• ❌ Attachments

• ❌ Other Microsoft 365 data

Are my shared or other users' calendars synchronized?

No. Salescaling only synchronizes calendars that you directly own:

• ✅ Your main Outlook calendar

• ✅ Secondary calendars you have created

• ❌ Calendars shared by colleagues

• ❌ Third-party read-only calendars

If you need to sync events from shared calendars, each user must connect their own Microsoft account.

What happens if I have multiple calendars in my Microsoft account?

All your owned calendars are synchronized automatically. You don't need to configure anything else:

• Your main Outlook calendar will appear immediately

• Any secondary calendar you have created will also be synchronized

• You can filter by a specific calendar in the Bot Manager if needed

How often is synchronization updated?

Synchronization is automatic and continuous:

• Initial import: When connected, events from the next month are imported

• Daily update: Every day the 30-day window is updated

• Real-time synchronization: Changes to your calendar are reflected automatically

You do not need to do anything manually to keep synchronization active.