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This guide is for whoever connects Tivero to Microsoft 365 — usually an Administrator in Tivero together with an IT administrator. Detailed instructions are in the linked articles.

Requirements

Rollout order

1

Connect Microsoft 365

In Integrations → Microsoft 365, click Connect, or Hand off to IT if someone else grants consent. See Connect Microsoft 365.
The Microsoft 365 card with the Not connected status and the Connect and Hand off to IT buttons
2

Sync people

Preview changes first, then Apply. The calendar and Teams work for people synced from the directory. See Sync people from Entra ID.
3

Turn on the Outlook calendar

Turn on syncing and grant administrator consent in Microsoft. See Outlook calendar.
4

Turn on Microsoft Teams

Grant administrator consent, download the app package, publish it in Teams Admin Center, turn on Teams notifications and set up the tabs. See Microsoft Teams.

Consents Microsoft will ask for

Tivero only reads the directory. It never changes anything in it.

Common tasks

Common problems