Outlook 365: Advanced Setup

Outlook 365: Advanced Setup adds additional functionality to the Outlook 365 integration and must be performed by someone in your organization with Exchange Admin and Greenhouse Site Admin permissions. Unlocked features for all users include the ability to schedule rooms within your organization and view/schedule to a colleague's calendar. This setup is optional, but it is required to unlock these features and will also need to be done in addition to a basic setup by all other users.

Enable Advanced Outlook 365 Integration

To perform an Advanced Outlook 365 Setup, a user with Greenhouse Site Admin and Exchange Admin permissions should click on the Configure tab from the Dashboard and navigate to Email Settings from the left-hand panel. 

From the Email Settings page, navigate to the Authorize Exchange Client Credentials Grant header and click Authorize.

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You will be redirected to Outlook 365 where you can input your Exchange admin credentials.

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When you have finished, click Sign in. A Greenhouse Service Application will outline what the integration wants to do. Click Accept.

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Advanced Features

From the Schedule window, select Outlook 365 as the desired integration from the dropdown menu. Choose the specific calendar you would like to schedule to and fill out the necessary fields like Date and Time.

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After performing the Advanced Outlook 365 setup, any user in the organization will be able to schedule rooms and see the free/busy schedules of colleagues. To schedule to a colleague's calendar, input their name or email address in the Interviewer's field. Click on the Resources field to schedule a specific room within your organization.

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When you have finished, click Send Invites to Interviewers. Other users selected as Interviewers will be notified and the room will be reserved. 

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