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Microsoft 365 Calendar Integration Guide

This guide provides step-by-step instructions for both end users and IT administrators to enable and manage the Microsoft 365 integration.

Jessica McCullough avatar
Written by Jessica McCullough
Updated over a week ago

LeanLaw integrates with Microsoft 365 to streamline time tracking by allowing users to convert calendar events directly into time entries. This guide provides step-by-step instructions for both end users and IT administrators to enable and manage this integration.

For Users: Connecting Your Microsoft 365 Calendar to LeanLaw

✅ Prerequisites

Before you begin, ensure the following:

  • You have a valid Microsoft 365 account tied to a Microsoft Entra ID (formerly Azure Active Directory).

  • Your LeanLaw account has the following features enabled:

    • M365

    • timeEntriesTab

If you're unsure whether these features are enabled, please contact your LeanLaw administrator or support.

🔄 How to Connect Your Calendar

  1. Log in to LeanLaw.

  2. Go to the Time Entry page.

    • You’ll see a toggle to enable Microsoft 365 Calendar integration.

  3. Enable Microsoft 365.

    • Toggle the M365 option.

    • The first time you log in, you may be asked to consent to LeanLaw accessing your calendar data.

    • If your IT administrator has granted organization-wide consent, this step will be skipped.

  4. Authenticate your Microsoft account.

    • Enter your Microsoft 365 email and password.

  5. Verify your calendar events.

    • Click the calendar icon in the left-hand navigation panel in LeanLaw.

    • You should now see your Microsoft 365 events.

    • Use the Add button to convert calendar events into LeanLaw time entries.

For IT Administrators: Granting Organization-Wide Consent

To streamline onboarding and avoid prompting each user for calendar access consent, administrators can grant consent on behalf of the entire organization.

✅ Prerequisites

  • You must have Global Administrator permissions in Microsoft 365.

  • All users must have valid Microsoft 365 accounts.

🛠️ How to Grant Admin Consent

  1. Log in to LeanLaw using your administrator credentials.

  2. Navigate to the New Time Entry tab.

  3. Enable the Microsoft 365 integration.

  4. When prompted, sign in using a Global Administrator account.

  5. Review the permissions requested and check the box for:

    • "Consent on behalf of your organization."

  6. Click Accept to finalize.

Once consent is granted:

  • All users will have access to their Microsoft 365 calendars within LeanLaw.

  • No additional consent screens will be shown to individual users.

🔍 How to Verify Permissions in Microsoft Entra Admin Center

To confirm the granted permissions:

  1. Go to Microsoft Entra Admin Center.

  2. Navigate to:
    ​Enterprise Applications → LeanLaw App → Permissions

  3. Review the list of permissions granted to ensure everything is in place.

What Happens Next

  • Users logging in via Microsoft 365 in LeanLaw will immediately see their calendar events.

  • No further setup or individual consent is required.

  • Calendar events are accessed based on each user's Microsoft 365 email.

Notes & Troubleshooting

  • If Microsoft updates the required permissions (e.g., new scopes), the admin may be prompted to re-consent.

  • Admin consent only needs to be granted once per organization.

  • If a user doesn’t see their calendar events, ensure they are logged into LeanLaw with the same Microsoft account linked to their calendar.

Let us know if you need additional support by reaching out to LeanLaw Support. We're here to help!

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