Microsoft (Calendar and Teams)

Connect your account to Microsoft (Outlook/Office 365) is the easiest way to automate the recording of 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.

• Steps for the Connection:

  1. Go to Settings > Integrations.

  2. In the Calendarsection, look for the Microsoft integration and click Connect.

  3. You will be redirected to a Microsoftlogin page, where you must 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 show the status "Connected".

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

How Synchronization Works:

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

• Continuous Update: Each day, this process repeats, always maintaining a one-month view window. 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 syncs all calendars you own:

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

• ✅ Secondary calendars: Any additional calendar you have created

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

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

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

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

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

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

Allowed Microsoft Teams Links

For the Salescaling bot to correctly join your Microsoft Teams meetings, 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 Teams-specific

• Links from other video call platforms

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

• Links with additional parameters in the URL

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 Teams meeting "lobby." The meeting host will need to admit it manually for it to 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 sync: Import events for the next month (30 days)

Technical permissions requested: 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 syncs calendars that you directly own:

• ✅ Your primary 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 own calendars are synced automatically. You don't need to configure anything additional:

• Your primary Outlook calendar will appear immediately

• Any secondary calendar you created will also be synced

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

How often is the synchronization updated?

Synchronization is automatic and continuous:

• Initial import: When connecting, events for the next month are imported

• Daily update: The 30-day window is updated each day

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

You don't need to do anything manually to keep synchronization active.