Connect Microsoft Teams with SUMO Scheduler

By chris.cheney
2 min

Part 1: Connect Your Calendar

  1. Log into Salesforce.

  2. Click on the App Launcher and select SUMO Appointment Scheduler.

  3. After SUMO Scheduler opens, make sure the SUMO User Settings tab is selected.

    image-20250409-182830.png

  4. On the left side, select the Calendar Connector option.

  5. Click on Connect Your Calendar.

    image-20250409-183428.png

  6. Select Microsoft Office 365 as the calendar type and click Next.

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  7. You will be automatically redirected to a Microsoft login page. If you’re already signed into your company Microsoft account in your browser, select it here. If not, enter your Imagine Learning email address and follow the prompts to sign in.

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  8. If you receive a prompt to grant SUMO Scheduler access, click Allow.

  9. You will be automatically redirected back to Salesforce and should see a success message confirming your calendar was connected.

    image-20250409-184236.png

 

Part 2: Define Your Availability

  1. On the left side, select the User Availability option.

  2. Select if the defined availability will be Recurring or Specific Dates (select the corresponding tab).

  3. Select the Location your availability will be allotted to.

  4. Select a Service you will be available for (e.g. Discovery Call).

  5. Add or erase time slots on the calendar to set your availability.

    image-20250409-185346.png

  6. In the upper right corner, click Save.

Part 3: Add Video Conference

  1. On the left side, select General Settings.

  2. Under Add Video Conference, select the Use Microsoft Teams with my Connected Microsoft Account radio button.

    image-20250409-190236.png

  3. In the upper right corner, click Save.