# Outlook Calendar

### Summary

Boomerang integrates with Microsoft 365 via the Microsoft Graph API to analyze meeting history across your organization. This allows Boomerang to read calendar events, user profiles, and group memberships — giving it the data needed to score relationship strength between your team and your prospects.

Meeting data from Outlook is one of the key signals Boomerang uses to identify your organization's strongest connections to any prospect. The more meetings a person has had with a prospect in the past, the higher their relationship score — helping surface the best introduction path for your sales reps.

Because this integration requires access across your entire organization, setup must be completed by a **Microsoft Entra ID (formerly Azure AD) administrator**. The process is straightforward and takes only a few minutes.

***

### Permissions Requested

Boomerang requests the following application-level permissions via Microsoft Graph API. These are read-only — Boomerang does not write or modify any data in your Microsoft 365 environment.

| Permission                | Description                                        |
| ------------------------- | -------------------------------------------------- |
| `Calendars.Read`          | Read calendars in all mailboxes                    |
| `Calendars.ReadBasic.All` | Read basic calendar info in all mailboxes          |
| `Directory.Read.All`      | Read the organization's directory data             |
| `Group.Read.All`          | Read all Microsoft 365 groups                      |
| `User.Read.All`           | Read full profiles of all users                    |
| `User.ReadBasic.All`      | Read basic profile info of all users               |
| `People.Read.All`         | Read relevant people data for all users            |
| `MailboxSettings.Read`    | Read mailbox settings (e.g., timezone, work hours) |

***

### Setup Guide

#### Part 1: Connect Boomerang to Microsoft 365

**1.** Visit the Boomerang App ([app.getboomerang.ai](https://app.getboomerang.ai)) and log in to your account.

**2.** In the bottom left corner, click on **Workspace Settings**. Navigate to **Integration**. You will see all available integrations listed here.\ <br>

<figure><img src="/files/AMEK2f4n3FC01QHk7pI9" alt=""><figcaption></figcaption></figure>

**3.** You will be redirected to a **Microsoft login page**. Sign in with your MS Entra ID (Azure AD) admin account.

**4.** Review the permissions requested by Boomerang and click **Accept**.

**5.** Once the connection is established, you will see a confirmation message: **"Outlook App installed successfully."**

**6.** Refresh the page and navigate to **Program** **Settings → Integrations → Outlook** to access Calendar settings. These are pre-configured to sensible defaults and typically do not need to be changed unless specifically required.

***

#### Part 2: Configure the Groups to Track

This step determines whose calendar data Boomerang analyzes, so it's important to select the right people.

**7.** Open **Program Settings->Integration->Outlook** and select the **individuals and groups** within your organization that you want Boomerang to track.&#x20;

<figure><img src="/files/1xtD5qrD1NrK6u8TrZrS" alt=""><figcaption></figcaption></figure>

Refresh the list if it doesn't populate immediately.\ <br>

<figure><img src="/files/l1KXmUF3EYgmdw9uzwmw" alt=""><figcaption></figcaption></figure>

**8.** Click **Proceed** to complete the setup and begin pulling calendar events for the selected individuals and groups.

***

### Best Practices

**Focus on customer-facing teams.** Boomerang's relationship scoring is most valuable when it's analyzing meetings with external prospects, customers, and partners. Prioritize tracking teams that regularly engage externally, such as:

* Sales and Business Development
* Customer Success
* Partnerships and Account Management
* Marketing (if involved in external meetings)

**Use Microsoft 365 Groups where possible.** Rather than selecting individuals manually, add M365 Groups for each team. New members added to a group are automatically included in tracking, keeping your setup current without ongoing maintenance.

**Include senior leaders and executives.** Executives often hold high-value relationships with prospects that the sales team may not be aware of. Including them can surface introduction paths that would otherwise be invisible.

**Have a MS Entra ID (Azure AD) Global Administrator complete the setup.** The Microsoft Graph API permissions requested by Boomerang require admin consent. Using a Global Administrator account ensures the authorization goes through without permission errors.

**Review your tracked groups periodically.** Teams evolve over time. Revisit your tracked individuals and groups every quarter to make sure the data Boomerang analyzes reflects your current organizational structure.

**Check default Calendar settings after connecting.** While the defaults work for most organizations, it's worth reviewing the settings under **Settings → Integrations → Outlook** after setup — particularly timezone configurations — to ensure calendar events are being interpreted correctly.

***

### All Done!

Once setup is complete, Boomerang will begin analyzing meeting history for your selected teams. This data, combined with other relationship signals, will help surface your organization's strongest connections to any prospect — enabling warmer, more effective introductions for your sales reps.


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