# Connect Microsoft 365

The AI agent books appointments in Microsoft 365, during the call.

- Role: Manager
- Duration: 2 min
- On: Web
- Learning Centre: https://callizy.ca/en/apprendre/microsoft-365
- Integrations path · Lesson 5
- Open this screen in Callizy: https://app.callizy.ca/en/manager?view=calendars
- The page on callizy.ca: https://callizy.ca/en/integrations/microsoft-365

## What the integration does

The customer calls, the AI agent looks at your real availability in Microsoft 365, offers a slot and books it. The appointment shows up in your calendar with the customer’s name and number, and the customer gets a confirmation by text.

You set the opening hours, the duration and the buffer between two appointments. The agent never offers a slot that is already taken, even one just added by hand in the calendar. If you allow it, it also cancels or moves an existing appointment.

## Before you start

- Be a manager on the Callizy account.
- An AI receptionist already created: see [Create and test your AI receptionist](https://callizy.ca/en/apprendre/creer-sa-receptionniste).
- The Microsoft 365 account of the calendar to give to the agent.
- Every plan, from Solo.

## Step by step

4 steps, about 2 min.

Screenshots show Callizy in French. Button names are given in English.

**Connect Microsoft 365**

### 1. Open Callizy calendars (30 s)

In Callizy, **Calendars** menu, then **Connect a calendar**. Pick **Microsoft 365** and give it a name.

Menu: Calendars › Connect a calendar

### 2. Accept in Microsoft 365 (30 s)

The Microsoft 365 screen opens. Sign in and accept. You come back to Callizy. Works with Outlook and your company’s Microsoft 365 accounts. Video appointments get a Teams link.

**Give it to the AI agent**

### 3. Open the agent’s page (30 s)

**AI voice agents** menu, your agent, **Actions** tab, **Appointment booking** row.

Menu: AI voice agents › Actions › Appointment booking

### 4. Pick the calendar (30 s)

Select it in the list, set the opening hours and the duration, save. From the next call, the agent offers slots and books.

## What you’ll see

![The "Edit voice agent" screen with the "Appointment booking" panel open: a Microsoft calendar selected, the duration, the buffer time, the availability and "What the agent can do".](https://callizy.ca/images/apprendre/integrations/microsoft-365-1.webp)
The agent’s appointment booking: the calendar, the duration, the hours, what it is allowed to do.

![The Callizy “Appointments” tab: three counters at the top, then the “Upcoming” list showing, for each appointment, the client, date, length, calendar and “Created by”.](https://callizy.ca/images/apprendre/integrations/rendez-vous-liste.webp)
The appointments booked by the agent, with the customer, the calendar and who created it.

## Key points

- The agent never offers a slot that is already taken, even one added by hand.
- Cancelling and moving an appointment are off by default.
- The customer gets their confirmation by text.

## Settings

- **Opening hours**: Day by day. The agent offers nothing outside them.
- **Duration and buffer**: How long an appointment lasts and the time kept between two.
- **Cancel and move**: Whether the agent can cancel or move an existing appointment. Off by default.
- **Confirmation text**: The customer gets the date, time and address by text, as soon as the call ends. You can be notified too.

## Not working?

### The agent offers no slots

1. Check the opening hours in **Appointment booking**: the agent offers nothing outside them.
2. Check that there are still free slots in Microsoft 365.

### The agent does not book

1. In the agent’s page, **Actions** tab, **Appointment booking** row: is the calendar picked and saved?

## Frequently asked questions

### Whose calendar?

The one you connect. You can connect several and give each AI agent its own.

### What does the customer see?

Nothing of your calendar. The agent only offers free slots.

### Is it included in my subscription?

Yes, with AI agents, at no extra cost.

Updated October 27, 2026.