Tango Reserve M365 Connector - Client Checklist for Test Sync

This checklist helps your team prepare for the Reserve + M365 (Exchange) Connector implementation and test sync.
Please complete each step before your test session with the Tango team.

Step 1: Review Key Resources

• Read the Reserve + M365 Connector article to understand how the Connector works and what to expect during setup.

Step 2: Prepare Your Microsoft 365 (Exchange) Environment

• Create or identify meeting room resources in M365 to use for the initial test.

  • Use consistent naming conventions for all rooms.

  • Set each room’s calendar to Auto Accept meeting requests.

• Confirm Exchange rules match Reserve policies.

  • Examples: maximum number of days in advance, booking limits, etc.

Step 3: Prepare Your Reserve Environment

• Create Collaboration Space Assets in Reserve.

  • Use the same naming conventions as your M365 room resources to ensure accurate mapping.

• Ensure policies align between M365 and Reserve.

  • Double-check booking, access, and reservation rules.

Step 4: Register the Connector in Microsoft Entra

• Register the Reserve Connector as an application in Entra with the correct permissions.

  • Follow the steps in the Entra setup article for guidance.

• You’ll need to provide Tango with the following details from Entra:

  • Tenant ID

  • Client ID

  • Client Secret Value

 Step 5: Create the Connector Service Account in Reserve

• As a Reserve Admin, create a new user account in Reserve (using a unique email address).

  • This will serve as the Connector service account.

• Assign this user the Administrator role.

• Confirm the user has the following permissions:

  • “Create Reservations for Another User”

  • “Manage Another User’s Reservation”

  • “Override Password Expiration” is enabled

• Ensure the Connector user:

  • Is in a user group with access to all Exchange-linked assets.

  • Is marked as Private in the user profile.

• Provide the Reserve Password for this account to Tango.

Step 6: Complete Asset/Room Mapping

• Fill out the Template - Reserve M365 Room Mapping (attached).

  • Include all test rooms to be used in the sync.

• Return the completed template to your Tango implementation team.

Step 7: Final Confirmation

• Review and confirm your test plan with your Tango team before the test sync.

Tip:

Using consistent names for rooms and assets across both systems is critical for a successful sync!

✅ Summary Checklist