Microsoft 365 · Outlook & Teams
This guide sets up your Microsoft Outlook calendar and Microsoft Teams so appointments booked through Find Advice appear in your diary automatically, avoid double-bookings, and create a Teams join link every time.
Seeing “Need admin approval”?
That message is normal. Most Microsoft 365 organisations block staff from connecting outside apps until an administrator approves them. Your IT administrator turns approval on once, then approves each person’s request — and then you connect. Both parts are below.
Find Advice connects through a Microsoft app called LeadConnector. Staff cannot connect it until an administrator approves it. The approach below lets you approve each person individually: turn on Microsoft’s request workflow once, then approve each request as it comes in. Turning it on needs a Global Administrator.
Go to https://entra.microsoft.com/ and sign in as a Global Administrator.
In the left menu go to Identity → Applications → Enterprise applications → Consent and permissions → Admin consent settings.
Set “Users can request admin consent to apps they are unable to consent to” to Yes, choose who reviews the requests, and click Save. It can take up to an hour to take effect.
When a team member tries to connect, they click Request approval and the reviewers get an email. Approve the request under Enterprise applications → Admin consent requests. That person can then connect straight away.
Not the administrator? Copy the message below and send it to whoever manages your Microsoft 365.
Hi — I’m connecting my work calendar to our CRM (Find Advice, which connects through a Microsoft app called “LeadConnector”). When I try to connect, Microsoft says it needs admin approval.
Could you please turn on admin-consent requests so I can send you an approval to click? In the Microsoft Entra admin center (https://entra.microsoft.com/): Identity → Applications → Enterprise applications → Consent and permissions → Admin consent settings → set “Users can request admin consent to apps they are unable to consent to” to Yes, and choose who reviews requests.
Then when I try again I’ll click “Request approval”, you’ll get an email, and you approve it under Enterprise applications → Admin consent requests. Thank you!
Once your IT team has approved LeadConnector (Part 1), do the steps below inside your own Find Advice account. Each person connects their own — an administrator cannot do it for you.
In Find Advice, click Settings (the gear icon at the bottom-left).
Open Calendars, then click the Connections tab at the top.
Click + Add New, then Connect next to Outlook Calendar.
Sign in with your Microsoft work account and click Accept. If your IT team has approved the request, the “Need admin approval” screen will not appear.
Go to Settings → My Profile and scroll to the calendar settings.
Set Primary Calendar to your Outlook calendar. This is the calendar Find Advice reads to avoid clashes, and writes new bookings into.
Connecting Outlook does not connect Teams — it is a separate step. Do this if you want a Teams join link on every booking. You need a Microsoft Teams work or school account (personal Microsoft accounts are not supported).
In Settings → Calendars → Connections, scroll to the Video Conferencing section.
Click Add New (or Connect) next to Microsoft Teams, sign in with the same Microsoft work account, and approve.
Teams may ask for approval too
Teams can show its own one-time Microsoft approval prompt, even after Outlook was approved. If it is blocked, request it and your IT team approves it exactly the same way as Part 1.
So a Teams link is created automatically for every booking:
Go to Settings → Calendars and click Edit on the calendar people book on.
Open the Meeting Details tab and scroll to the Team Members section.
Set the meeting location to Microsoft Teams, then click Save. A unique Teams link now generates for each new booking and is added to the calendar invite.
The LeadConnector app only appears after someone has tried to connect. Attempt the calendar connection once (the “Need admin approval” screen is expected) and click Request approval — that sends the request through to your reviewers.
Teams is a separate approval. Request it and have your admin approve it the same way as Part 1.
That is normal. Copy the “Send this to your IT team” message in Part 1 and send it to whoever manages your Microsoft 365. Once they switch approval on, you send a request and they approve it.
The Microsoft Teams integration only works with a work or school (organisation) Microsoft account, not a personal one. Outlook calendar sync works with your work account too.
Your own calendar — to check your availability and add new bookings — and, for Teams, to create online meeting links. It is scoped to your account, not the whole organisation.