🔗 Microsoft Integration Setup – Tenziv CRM

To sync emails and calendars from Microsoft with Tenziv, you first need to register an app in Microsoft Azure and link it back to your Tenziv CRM account.

✅ Important: Your Tenziv CRM must be publicly accessible and using HTTPS, since Microsoft uses webhooks to communicate with your system.

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Step 1: 📝 Register Your Azure Application

1. Go to Microsoft Azure – App Registrations.

2. Click “New registration”.

3. Fill in the form:

   • Name: Something like Tenziv Microsoft Sync

   • Supported account types:
     Select Accounts in any organizational directory and personal Microsoft accounts

   • Redirect URI:
     Choose Web, and enter:

     https://yourname.crm.tenziv.com/microsoft/callback


     (Replace with your actual Tenziv CRM domain)

Settings → Integrations → Microsoft

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Step 2: 🛂 Add API Permissions

Once the app is created:

1. Navigate to your app > API Permissions.

2. Click Add a permission → Select Microsoft Graph → Delegated permissions.

3. Add the following permissions:

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Step 3: 🔑 Create a Client Secret

1. Go to Certificates & Secrets > Client secrets tab.

2. Click “New client secret”

   • Description: Tenziv CRM Secret

   • Expires: 24 months

3. Click Add

4. ⚠️ Copy the secret value immediately – you won’t see it again after leaving the page!

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Step 4: 🔧 Add the Details into Tenziv

Go to your Tenziv CRM dashboard:

Settings → Integrations → Microsoft

Then enter:

• App (client) ID → From Azure portal

• Client Secret → The value you copied earlier

Click Save Settings

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📅 Calendar View

Once integrated, go to Activities → Calendar in Tenziv to view your events.

🖱️ Click the view toggle in the top right corner of the calendar to switch between different views (e.g., month, week, list).

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🧩 Troubleshooting

🚫 403 Forbidden Error (After Login)

This typically means your firewall (like mod_security) is blocking Microsoft. Try:

• Temporarily disabling your server firewall

• Retrying the connection

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🔐 Unauthorized Error (Microsoft)

• ✅ Check Redirect URI: Make sure it’s an exact match in Azure and Tenziv.

• 🔁 Re-enter Integration Keys: Small typos break the connection.

• ✨ Client Secret: Ensure you’re using the actual value, not the ID.