Microsoft is retiring Exchange Web Services (EWS), the API Wealthbox has used to sync Outlook calendars. Wealthbox is migrating all customers with synced calendars to Microsoft Graph, Microsoft’s replacement for EWS.
To keep your firm’s calendar sync running without interruption, your Microsoft 365 administrator needs to complete the two steps below before October 1.
Step 1: Allowlist Wealthbox in Exchange Online
Wealthbox’s Entra application ID is 7afbfee7-a5fb-40e2-a091-9876d7fa6f59. This setting can only be configured through Exchange Online PowerShell; there’s no option in the admin center UI.
If you haven’t connected to Exchange Online PowerShell before, follow Microsoft’s setup instructions: Connect to Exchange Online PowerShell
Then run the following:
Connect-ExchangeOnline # See what's already configured Get-OrganizationConfig -RetrieveEwsOperationAccessPolicy | Format-List EwsEnabled, EwsAllowedAppIDs # Add Wealthbox. This replaces the list rather than appending to it, # so include any application IDs you already have configured. Set-OrganizationConfig -EwsEnabled $true ` -EwsAllowedAppIDs "7afbfee7-a5fb-40e2-a091-9876d7fa6f59,<your existing app IDs>"
Microsoft’s documentation:
Step 2: Complete admin consent (if required by your tenant)
Wealthbox’s migration to Graph adds one new Microsoft Graph delegated permission: Calendars.ReadWrite. Most users can approve this themselves the first time they connect over Graph, unless your tenant’s policy prevents it.
If your tenant blocks users from consenting to applications, or requires admin approval for new permissions, your users will see “Need admin approval” instead of a consent prompt.
To grant consent in advance, log in with a Microsoft administrator account here: Log in and grant consent.
Note: the consent screen lists every permission Wealthbox’s application requests, not only the one being added. Granting consent approves all of them for your tenant. See Microsoft’s documentation on tenant-wide admin consent.
Questions?
Contact support@wealthbox.com.