Outlook synchronization with the CRM allows you to link your calendar with your activities within the CRM, helping you automatically create your activities within the Outlook calendar. This way, you can view the information associated with the activity, such as the contact, client, and description, in your Outlook calendar.
You must ensure that the CRM and Outlook time zones are the same so that activities carried out from the platform to the calendar are accurate. If not, the activities will be created with different times.
2. Set equal time zones
To confirm that the time zones are the same, follow these steps:
From the CRM
Log in to your CRM and continue the following process:
Click on your username and then on 'My Preferences'.
There you can check what time zone your CRM is in.
If you want to change the time zone, simply click on it.
Then, open the list of available options and select the one that suits you best.
From Outlook
Sign in to your email by clicking here , and there continue with the following step-by-step instructions:
Press the settings gear.
Press the 'General' menu.
Click on 'Time Zone'.
Go to Time Zone and set it to the same as the CRM. If they match, skip this step.
3. Synchronization process
Enter the CRM and follow the step-by-step instructions:
Press the 'Calendars' menu.
Click on 'Calendar List'.
Press the hidden tab on the left edge of the screen.
Click 'Microsoft Calendar' and then 'Access with Outlook'.
The system will prompt you to log in with your Outlook account.
Press the 'Yes' button to grant sync permission.
After accepting, you'll be taken to the canvas. Your Outlook calendar is now synced. When you add tasks that are in the planned status and are marked for appearance on the calendars, you'll be able to view them in the Outlook calendar.
4. Activate calendar permissions
Log in to your CRM and continue step by step:
Tap the gear and then 'CRM Settings'.
Click the 'Study' menu and then click 'Drop-down List Editor'.
Select the information below:
Select module: Activities
Select Activities drop-down list: Activity Type
Check that the calendar checkbox is active in the activity types. If not, click the box and activate it.
Remember that if the calendar check is not active, what will happen is that the activity will not be synchronized with the Outlook calendar.
5. Remove synchronization
Log in to your CRM and continue step by step:
Press the 'Calendars' menu.
Click on 'Calendar List'.
Press the hidden tab on the left edge of the screen.
Click 'Microsoft Calendar' and then 'Sync Eliminator'.
The CRM will show you a message confirming that the synchronization was successfully deleted.
7. Frequently Asked Questions
How do I check if my Outlook calendar is synced with the CRM after synchronizing it?
What you need to do is create an activity from the CRM, and once created, go to your Outlook calendar and check if it's created. To do this, you have two options:
Whichever option you choose, you'll need to go to your Outlook calendar to verify the sync.
Create an activity from the canvas: To create an activity, you must select the business to which it will be related. You must have a business to create this type of activity. For the steps, click on the article below:
Create an activity from the Activities module: You can create activities without linking them to a specific business, company, or contact. To do so, follow the steps below:
Log in to the CRM and click on the 'Calendars' module.
Click on 'Calendar List'.
Press the 'Add Event' button.
Enter the activity data.
Press the 'Save' button.
Go to your Outlook account and tap the 'Calendar' icon located in the left sidebar.
Verify that the activity created in the CRM is there.
We hope this article has been helpful. If you have any questions or suggestions, please feel free to chat with us, and we'll be happy to help.
Have a nice day!
