Microsoft Bookings Setup Guide

Purpose

This document outlines the standardized procedure for integrating Microsoft Bookings with the Mizo platform. It starts with creating the Azure Entra app, then configuring credentials in Mizo, and finishes with selecting the Booking business that will sync with your service desk.

Section 1 – Create the Azure Entra App Registration

Step 1: Sign in to the Microsoft Entra admin center

1. Use an account with administrator privileges.
2. Navigate to https://entra.microsoft.com

Step 2: Register the application

1. Go to Show All ➜ Microsoft Entra ID ➜ App registrations.
2. Click + New registration.
3. Set Name to Mizo Microsoft Bookings Integration.
4. Leave Supported account types to Single tenant
5. Click Register.

Step 3: Capture the IDs

1. On the app overview, copy the Tenant ID.
2. Copy the Application (client) ID.

Step 4: Create a client secret

1. In the app, open Certificates & secrets.
2. Click + New client secret.
3. Choose 730 days (24 months) as expiration, click Add, and copy the Secret Value immediately (it will only be shown once).

Step 5: Grant Microsoft Graph permissions

1. Open API permissions.
2. Click + Add a permission ➜ Microsoft Graph ➜ Application permissions.
3. Search for and add the following permissions:
   • Bookings.ReadWrite.All
   • BookingsAppointment.ReadWrite.All
4. For both, click Grant admin consent to apply the permissions.

Section 2 – Configure the Integration in Mizo

Step 1: Open the integration panel

1. Log into the Mizo console.
2. In the left-hand menu, go to Integrations.
3. Select Microsoft Bookings from the list.

Step 2: Enter credentials

1. Tenant ID: Paste the Tenant ID from Section 1.
2. Client ID: Paste the Application (client) ID from Section 1.
3. Client Secret: Paste the Secret Value from Section 1.

Step 3: Test and save

1. Click Test connection to verify the credentials with Microsoft Graph.
2. When the test succeeds, click Save to store the configuration.

Section 3 – Select a Booking Business

Step 1: Load and choose a business

1. After credentials are saved and verified, Mizo lists your available Booking businesses.
2. If no booking businesses are present, navigate to https://outlook.office.com/bookings/ and click on Create Shared Bookinbg Page. Make sure to select Anyone when choosing who can book appointments.
3. Pick the business you want Mizo to use for scheduling.

Step 2: (Optional) Generate entities

1. Toggle Generate entities to let Mizo create staff/services for this business.
2. Mizo aligns staff with your dispatch enabled service desk employees and creates services for them.

Step 3: Save the selection

1. Click Select business to confirm.
2. The integration becomes active once a business is selected (and entities are generated, if chosen).

Troubleshooting & Notes

• Connection test fails: Re-check Tenant ID, Client ID, and Client Secret. If the secret was rotated, paste the new value and re-test.
• Missing businesses: Ensure Bookings is enabled for your tenant and the app has Bookings.ReadWrite.All with admin consent.
• Permission errors: Confirm admin consent was granted after adding permissions. Retry the consent if needed.
• Wrong business selected: Use the disconnect option in Mizo to remove the business, then select the correct one.