How do I connect the main Outlook account in Amelia using the standard setup

You can connect Outlook Calendar and Microsoft Teams in Amelia through the simple Sign in with Microsoft setup. This method requires no Azure configuration and supports localhost environments, making it ideal for most installations.

Once connected, Amelia syncs new appointments automatically and generates Microsoft Teams links when Teams is enabled and properly configured.

How do I access the Outlook setup screen?

After enabling the integration in Amelia → Features & Integrations → Integrations, click the Set up button inside the Outlook Calendar & Microsoft Teams card.

In the setup screen, open the General tab. This is where you establish the main Outlook connection that employees rely on when syncing their calendars.

How do I sign in with Microsoft?

In the General tab, click Sign in with Microsoft.

If you are already logged into one or more Microsoft accounts in your browser, Microsoft will show a list of available accounts. Otherwise, you will be asked to log in.

Choose the account you want Amelia to use for syncing and calendar access. This account becomes the primary Outlook account for the integration and determines which calendars can be assigned to employees later.

Microsoft then displays the permissions Amelia needs to access calendars and generate Microsoft Teams meetings. Accept the permissions to continue.

What happens after I confirm the connection?

After signing in, Microsoft redirects you back to Amelia.

In the General tab, you will now see:

Disconnect account button
Client ID and Client Secret fields disabled
Redirect URI automatically generated based on your site URL

This confirms that the standard connection was established successfully.

Administrators may now configure calendar behavior and connect employees to available Outlook calendars in Features & integrations → Outlook Calendar & Google Meet → Set up → Outlook Calendar.

Can employees connect their own Outlook calendars?

Yes. After the main connection is established by an administrator, employees can connect their own Outlook accounts.

However, this is only possible if an admin has not already assigned a calendar to that employee. If an admin assigns a calendar through Features & Integrations, the employee cannot override or disconnect that connection.

If an employee connects their own Outlook account, it overrides any calendar previously assigned through the Employees page.

Currently, employees can connect their accounts only if they're logged into WordPress (back end). Logging in via Employee Panel will soon be available as well.

What should I keep in mind when using the standard connection?

Only administrators can establish the initial Outlook connection.
The Outlook account used during setup determines which calendars are available for assignment.
Employees cannot override calendars assigned by admins through Integrations.
The Redirect URI is generated automatically and cannot be changed.
Localhost is supported only with the standard setup.
Appointments are not synced retroactively.
If an admin assigns a calendar, employees will see Outlook connected but cannot disconnect it.