klionspanish.blogg.se - Integrate microsoft to do with outlook calendar

When scheduling in Outlook, you can therefore link the appointment directly to the correct relation, ensuring that you have all contact moments in Tribe. Some appointments in Outlook will be related to relationships in the CRM. This way, you can also see in Tribe whether you are available on a certain day and time and avoid double appointments. By default, all Outlook appointments are immediately synchronised to your Tribe CRM calendar with the correct date and time. This includes the appointments you have scheduled in Outlook. This only happens when you activate the Include in Calendar slider in a task.Īs mentioned earlier, the calendar widget in Tribe CRM gives you insight into all appointments. Tasks in Tribe CRM are not synchronised by default. Important to know! Appointments in Tribe CRM are always automatically synchronised to the Outlook calendar. This appointment is automatically added to your Outlook calendar. Enter the correct relation and other details. Select the right day and time and choose appointment. The calendar widget on your dashboard gives you this overview and allows you to schedule an appointment directly.

In your CRM, you want as complete an overview as possible of all contact moments with your customer, including all your appointments. Tribe CRM synchronises the calendars with each other. It does not matter in which of the two programmes you make an appointment. You can schedule an appointment either in your Outlook calendar or in Tribe CRM calendar. Tribe CRM – linking Office 365 2 How do I create a new calendar appointment?

Enter your Office 365 details to further activate the link.

Select the outlook calendar module and click the grant permissions button.

Click on the email and calendar tab(2) and then Microsoft Office 365 (3).

Go to the Marketplace(1), at the top right of the menu bar in Tribe CRM.

Explanation for the system administrator.

How do I create a new calendar appointment?.

In Outlook, you can also link the appointment directly to your contact. When you schedule an appointment in Outlook, it is automatically shown in Tribe. all important details of the appointment. If you add a new appointment in Tribe CRM, it is automatically recorded in your Outlook calendar incl. So you always have an up-to-date overview of your appointments in both systems. The power of integrating Tribe CRM and Office 365 is that it works as one programme.

Keep your calendar appointments automatically in sync.