Connect Microsoft 365 (calendar and inbox)

Connect Microsoft 365 so the Outlook calendar and mailbox your team already uses appear in Reonic, and events you create in Reonic sync back to Outlook. Each connection carries calendar and email together, so you set them up in one go.

Who this is for

• Installer admins turning the integration on for the company.
• Account managers and field workers completing their own personal connect once the company-level integration is live.

Before you start

• Calendar is switched on for your company by default. An admin can turn it off in company settings, which hides the whole calendar surface, including this connect flow. If you don't see Settings > Organization > Calendar management at all, ask your company admin whether calendar is switched on.
• Have a Microsoft 365 account that can grant access to a third-party app.
• Allow browser pop-ups for Reonic. The sign-in flow opens a pop-up.
• Decide what you want: calendar sync, email sync, or both. Each connection carries calendar and email together.

Connect your Microsoft 365 calendar and inbox

1. Open Settings > Organization > Calendar management > Personal calendars.
2. Click Connect Microsoft 365.
3. Sign in through the Microsoft pop-up with the account whose calendar and inbox you want in Reonic.
4. Authorize Reonic to read your calendar and create events.
5. The connection saves. Your Outlook calendar now appears in your Reonic calendar grid.

Note: This is a personal connect. It links your Microsoft 365 account to your Reonic seat. Other people in your company see your Outlook events only if your own Microsoft permissions let them.

Add a colleague's shared calendar by owner email

Microsoft's calendar returns the calendars you own. To add a calendar a colleague shared with you, use the Add by owner email toggle, available once your company has a company-wide Microsoft 365 integration configured.

1. With the company-wide Microsoft integration configured, open Settings > Organization > Calendar management > Personal calendars.
2. Switch on the Add by owner email toggle on the personal-calendar dialog.
3. Enter the email address of the colleague whose shared calendar you want.
4. Reonic emails that owner a verification link. Once they click it, the shared calendar appears in your grid.

Connect a shared mailbox or shared calendar (admin)

For organisation-wide shared mailboxes (for example, service@yourinstaller.com):

1. As an admin, open Settings > Organization > Calendar management > Company calendars.
2. Under the Microsoft provider section, click that section's Add button and enter the shared calendar's email address.
3. Reonic emails a verification link to the calendar's owner.
4. The owner clicks the verification link.
5. Once verified, the shared calendar is usable in Reonic.

Which email address to use

Use the email address of the Microsoft 365 account whose calendar and inbox you want to see in Reonic, typically the same address you use in Outlook. You sign in to Microsoft through the pop-up and authorize Reonic on Microsoft's side. You grant access by signing in, so there's nothing to copy or paste into Reonic.

Who grants permissions

Each user completes the sign-in grant with their own Microsoft 365 account, and that grant covers that user's own calendar and inbox.

• Admins click Connect once at the company level (Settings > Company settings > Integrations > Calendar and inboxes) to enable the Microsoft integration for the company.
• End users (account managers, field workers) each complete their own sign-in grant in Settings > Organization > Calendar management > Personal calendars. The company-level connect alone does not surface individual calendars.

If your Microsoft 365 tenant is locked down so users can't grant third-party apps on their own, a Microsoft 365 admin approves Reonic for the tenant first.

Is the integration company-wide

The Microsoft integration is per user. Each person who completes the sign-in pop-up surfaces their own Outlook calendar in their own Reonic grid. Connecting your own Microsoft mailbox connects your own calendar; each colleague completes their own personal connect. For organisation-wide visibility of a single shared mailbox, use the admin Connect a shared mailbox path above.

Making your connected Outlook calendar visible to other Reonic users

Whether your colleagues see your Outlook calendar through Reonic is a Microsoft permission question, set inside Outlook / Microsoft 365, and your colleagues see what their own Microsoft permissions allow. Two paths share a calendar across the company:

• Microsoft-side sharing. Share your Outlook calendar with colleagues inside Microsoft 365 / Outlook. They then see it through their own Reonic connection. For a single colleague's calendar, the Add by owner email path above is the lighter route.
• Reonic shared calendar. Use the admin Connect a shared mailbox path to bring a shared mailbox into Reonic. The admin grants access to the right Reonic users.

Which calendar to pick so events sync with Outlook

When you create an event in Reonic, you choose the calendar it lives on. To sync the event to Outlook, pick a Microsoft-source calendar (the one created by the Microsoft 365 connect). Events you create on a Microsoft-source calendar appear in Outlook; events on a Reonic-source calendar stay inside Reonic's calendar surface.

Pro tip: To make a Reonic event show up in Outlook, create it on the connected Microsoft calendar, the calendar you select in the event form.

Set up a consultation booking link

A booking link lets a customer self-book a consultation slot straight from the public after-request page (the page a customer lands on after submitting an energy-house request). This is a separate surface from calendar sync. Reonic embeds your existing third-party booking page on the page, and the customer picks a slot in your tool, on your availability. You bring your own booking tool (Outlook Bookings, Calendly, or Microsoft Bookings), and Reonic surfaces its public link to the customer. Setup is a matter of pasting your booking URL into your profile.

Set your personal booking link

1. Open Settings > My user > Profile.
2. Find the Booking link field (DE Buchungslink). The field hint names Calendly and Microsoft Bookings; Outlook Bookings URLs work too.
3. Paste your booking page's public URL.
4. Save. From now on, requests where you're the assigned account manager surface your link to the customer.

Set the company-wide fallback link (admin)

1. A company-wide fallback booking link can also be set, so requests with no assigned account manager still offer the customer a booking page. If you need this configured, contact your Reonic account manager.

What the customer sees

1. The customer opens their public after-request page.
2. They click Choose consultation date (DE Beratungstermin wählen).
3. Your booking page opens embedded on the same page.
4. They pick a slot in your booking tool and confirm there.
5. The booking lands in your Outlook Bookings / Calendly / Microsoft Bookings account as normal.

Reonic picks which booking link the customer gets in this order: the assigned account manager's personal link first, then the company-wide energy-house link.

Note: The customer confirms their self-booking in your booking tool. To record that a consultation was booked, the account manager marks it on the request. Those installer-set marks are what reporting reads.

Note: An Outlook Bookings link here is a customer-facing embed, not the Microsoft event sync. Setting a booking link is separate from connecting your calendar.

Troubleshooting: calendar sync with Outlook isn't working

Common causes and what to check:

• Calendar is switched off for your company. If the whole Settings > Organization > Calendar management surface is missing, an admin may have disabled the calendar feature. Ask your admin to switch calendar back on.
• The personal connect wasn't completed. The company-level connect by an admin does not surface individual calendars. Each user completes their own sign-in grant in Settings > Organization > Calendar management > Personal calendars.
• The sign-in grant was revoked. Disconnect and reconnect the provider in Settings > Organization > Calendar management > Personal calendars.
• The event was created on a Reonic-source calendar. Recreate it on the Microsoft-source calendar so it pushes to Outlook.
• The Microsoft 365 tenant blocks third-party grants. A Microsoft 365 admin approves Reonic on the tenant side first.
• Browser pop-ups are blocked. Allow pop-ups for Reonic so the sign-in flow can open.
• Check the integration status. Connection status for the Microsoft integration lives on the Settings > Company settings > Integrations page.

If the issue persists after these checks, contact Reonic support.

Things to know

• The integration is per user: each person grants access for their own mailbox and calendar.
• You can show up to 20 external calendars in the grid at once. Connect as many Outlook calendars as you like, then toggle which ones are visible so no more than 20 show at the same time. The cap keeps the grid fast.
• Outlook events are imported read-only into Reonic. They show up in the grid for visibility, and edits you make to them in Outlook stay in Outlook. Reonic-source events you create on a Microsoft-source calendar sync out to Outlook.
• When Reonic creates an event linked to a project, that link stays with the event, so the project link is preserved in Outlook.
• The customer-facing event fields (show-to-customer, customer title, customer description) apply to Reonic-source events. Microsoft events surface their own native fields.
• If sync stops after a connection was revoked on the Microsoft side, reconnect the provider to resume syncing.
• Disconnecting the provider in Settings > Organization > Calendar management > Personal calendars stops events from syncing.

Need help?

• Step-by-step questions about this flow → contact your Reonic account manager.
• Feature requests / something missing → drop a note to your account manager.
• Bug reports → include a screenshot and the URL where it happened in your support email.

Last updated on August 4, 2026