Outlook Calendar Integration in Dash SaaS - WorkDo.io

Outlook Calendar Integration in Dash SaaS

Introduction

Welcome to the comprehensive guide for integrating Outlook Calendar with the Dash SaaS add-on. This documentation is crafted to provide a thorough walkthrough of the integration process, ensuring you can effortlessly synchronize your Outlook Calendar with Dash. By integrating these two powerful tools, you will streamline your appointment management, enabling real-time updates and seamless scheduling. This guide covers every step needed to connect your Outlook Calendar to Dash, from initial setup to final synchronization. You’ll learn how to enhance your productivity by combining the robust scheduling capabilities of Outlook with the advanced booking features of Dash. This integration not only simplifies your workflow but also ensures that all your appointments and events are accurately reflected across both platforms, facilitating a cohesive and efficient scheduling experience.

Workflow

Installation

So, the following is the installation process of the Outlook Calendar Integration In Dash SaaS Add-On with the help of which you can easily access this add-on.

Step 1 : Super Admin Access

The super admin must first add the Outlook Calendar Integration In Dash SaaS Add-On by following a few steps.

  • Log in to the Super Admin side of Dash using your credentials.
  • Once logged in, navigate to the Add-On Manager module by clicking on it from the admin dashboard or sidebar menu.
  • In the Add-On add-ons module, click on the “+” button to initiate the process of adding a new add-on.
  • After clicking the “+”, you’ll be prompted to upload the ZIP file of the particular add-on you wish to install. Drop down the ZIP file as instructed.
  • Once the ZIP file is uploaded, the add-on will appear on the Add-On Manager Page.
  • Simply enable the module by toggling the appropriate switch or button, making it visible to end users.

Step 2 : Company Login Steps

Once the Super admin enables the add-on, the team members will be able to use that add-on easily.

Step 3 : How to use the Outlook Calendar Integration In Dash SaaS Add-On

  • Once you buy the add-on, you will see a button named Settings in the menu. Click on “System Settings” And navigate to Outlook calendar section.
  • On that page you can Enter Client id, Secret id, Redirect URL
  • How to generate API ID, URL :- Open “Microsoft Extra ID” section in Microsoft Azure.
  • Add your Account and navigate to the “App Registrations” button located in the menu.
  • Next, click on “New Registration” in the top row to proceed with the registration process.
  • Register your application According to you. After registration, you will see your essential ID along with URL authentication. Finally, add the URL and click the “Save” button.
  • Open the Dash SaaS site and Navigate the “Appointments” button in the menu. Click on it.
  • After that, click on “Sync Outlook Calendar” Button in the action row to register your appointment.
  • Return to the previous step and click on “Appointment Calendar.” Then, navigate to the Outlook Calendar to view your appointment details.
  • At last, open the Outlook site, go to the Calendar section, and you will easily see your appointment.
  • So, this is how you can have access to the Outlook Calendar Integration In Dash SaaS Add-On

So, this is how you can have access to the OutLook Calendar – Dash SaaS

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