Microsoft Calendar Integration Guide

Success.co works seamlessly with Microsoft Calendar to keep your EOS® Meetings in sync. Whether it’s a Level 10 or a Quarterly, meeting invites update automatically so your team stays organized without extra effort.

To access Microsoft Calendar integration in your settings, click your company logo at the top of the sidebar. Then select Settings from the dropdown menu.

Success.co Dashboard with the company logo menu open and Settings highlighted

Go to Company > Integrations, then click Enable next to Microsoft Calendar.

Success.co company Integrations settings page with an Enable button next to Google calendar under Calendars

You will then see the green ready icon appear next to your chosen calendar.

Success.co company Integrations settings with Microsoft 365 calendar showing a green Ready status after being enabled

Now go to Personal > Connected Apps, and you will see that Microsoft Calendar now has a "Link my account" button.

Success.co personal Connected apps settings with the Link my account button next to Microsoft calendar

Click the "Link my account" button to connect your Microsoft Calendar. You’ll be directed to sign in with your Microsoft account.

Microsoft Sign in page asking for an email, phone or Skype, with an existing signed-in account offered below

You will be asked to authorise Success.co to have access to your calendar information. Click the Acceptbutton.

Microsoft permission prompt asking to let Success.co access your calendars, with Deny and Accept buttons

You will then be redirected back to your settings in Success.co where you will now see that your Google calendar shows the connected icon.

Success.co Connected apps settings showing Microsoft calendar with a green Connected status

When you schedule a meeting you will now see Microsoft Calendar under the calendar integrations on the right hand side.

Success.co Schedule a meeting dialog with Microsoft calendar shown under Calendar integration on the right