Managing appointments and tasks across multiple platforms can be overwhelming. Syncing your calendar ensures that events scheduled in CRM—like meetings, calls, or reminders—automatically appear in your Outlook calendar, and vice versa. This saves you time by eliminating the need for duplicate entries and streamlines your workflow, as all activities are reflected in the CRM As A Service calendar without needing to switch between systems.
Here’s how you can configure Calendar Sync and how it works:
Setting Up Calendar Synchronization
Getting started with calendar sync is easy. Follow these steps to integrate CRM with Outlook:
Open CRM as a Service within Microsoft Teams.
Navigate to the Settings menu.
In the User Settings section, select Calendar Synchronization.
Click the Connect button to link your CRM with Outlook.
Once the connection is established, all scheduled activities in CRM will automatically populate in your Outlook calendar, helping you manage your schedule more effectively.
Calendar Synchronization in Action
Calendar synchronization in CRM as a Service works from CRM to Outlook. When an event is scheduled or updated within the CRM, it will automatically appear in your Outlook calendar.
The scheduled events created in the CRM are automatically added to your Outlook calendar.
Hope you enjoy this post! Take advantage of this powerful feature today and enjoy a customized CRM management experience like never before
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