By integrating Microsoft O365 with VergeSense, you are able to gain more insight into the effectiveness of their space booking policies by comparing scheduled bookings with real occupancy data. You can further eliminate unused workspaces by configuring business rules that automate the release of scheduled resources using person count and passive occupancy.
In order to activate & configure the VergeSense + Microsoft O365 integration, please follow the following steps:
Step 1: Authentication
Navigate back to VergeSense > Settings > Integrations
Click “Connect” for Microsoft 365
3. Authorize VergeSense to integrate Microsoft Office 365.
Overview of Application Permissions & Authentication Requirements
VergeSense manages an O365 application in Azure Active Directory that leverages Application Permissions to access space & calendar information from Microsoft Graph - using the following API permissions to deliver our Space Booking Automation & Analytics service
Place.Read.All: With this permission, we are able to list out the spaces (such as conference rooms) which would have booking information. Spaces are then mapped to corresponding VergeSense space. VergeSense reads calendar events for the spaces that are mapped to a VergeSense space and stores this information for meeting analytics and in order to perform actions such as early release and no-show cancellation.
Calendars.ReadWrite: Allows the app to create, read, update, and delete events of all calendars without a signed-in user. With this permission, we are able to take action against calendar reservations. VergeSense integration actions such as early release, and no-show cancellations rely on the ability to modify the calendar events.
To authorize an integration that uses Application Permissions requires Admin Consent. Only the following Azure Active Directory you can authorize VergeSense to integrate with Microsoft Graph as they are the only roles that can grant Admin Consent:
Global Administrator or Privileged Role Administrator, for granting consent for apps requesting any permission, for any API.
Cloud Application Administrator or Application Administrator, for granting consent for apps requesting any permission for any API, except Azure AD Graph or Microsoft Graph app roles (application permissions).
A custom directory role that includes the permission to grant permissions to applications, for the permissions required by the application.
Note: Azure Admins can further limit the scope of access for an Application Integration by creating a mail-enabled security group. Please reference Microsoft's "Limiting application permissions to specific Exchange Online mailboxes" FAQ for more details.
Step 2: Map Spaces
Upon integrating O365 with VergeSense will attempt to automatically map spaces between the two platforms. VergeSense will compare the Name field for a space with every reservable space. If there is a match with any portion of the name, a mapping will be associated.
If you need to manually map any spaces, follow these steps:
Navigate back to VergeSense → Settings → Integrations.
Click “Settings” for Microsoft O365.
Within the Space Mapping tab select “Map Spaces” for a specific floor.
1. Review the list of spaces space names and types pulled directly from Building Settings.
Optional: You can filter by status (mapped/unmapped) or by space name/type.
2. Map spaces by selecting the corresponding space from the pick list of all O365 spaces pulled into the VergeSense platform as part of the integration authentication process.
3. Once mapped you can customize Reservation Actions for each individual space as needed.
Step 3: Configure Reservation Actions
1. Navigate to the Reservation Actions tab.
2. Configure the reservation actions you want to enable by default for all spaces and click “save”. Note: O365 only supports No Show Cancellation & Release When Available actions.
3. Configure Advanced Settings to expand and/or limit how Reservation Actions are applied to all reservations & click “save”.
Step 4: Analyze
Navigate to the insights tab on the left-hand side of your VergeSense platform. Here, you can explore Space Availability insights.