How to Sync Your Calendar with Office 365/Outlook


 

 

 

This article will run through how to sync your calendar with office 365/Outlook.  

  

*Note: These steps must be completed by the person who has access to the inbox calendar that is being synced. 

 

1. Once done, sign into your account, navigate to People > Team > Sales.  

 

 

2. Once in the team page click on the Office 365 Calendar tab.  

 

 

3. In this tab you can click the Select Team Member drop down and select the team member you wish to synchronise the calendar with. 

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4. When selected, you can then click the Add Calendar button. 

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Configuring Office 365/Outlook Accounts 

 

1. First, verify if the correct email address is entered (update if required) then click the Authorize button. 

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2. Clicking Authorise will then take you to Microsoft login page where you will be prompted to enter your credentials. 

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3. You will then simply need to click Allow and will see the below to confirm the success of the authorisation. 

 

4. Finally, you can now select update the settings to reflect what they require from the synchronization. It is recommended to keep the default settings, however, below are details on each setting: 

 

 

5. Who you would like to be synced: Just you, Everyone (All) or to add each event manually. 

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6. What gets synced: Calendar Times & Inspections. 

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7. To show cancelled inspections. 

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8. Sync appointments – appointments in your Outlook calendar will sync with the ideal week settings to show them as not available during the duration of each appointment. 

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9. The delay time between appointments. 

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10. Whether you want to receive conflict alerts and by what method(s). 

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11. When all the desired settings have been selected, click Save.  

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