Follow these steps to configure the sync settings from the Contacts module:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials.
- Select Contacts.
- In the List View, click Sync on the top right.
- If you are configuring for the first time, click Sign In and sign in using your Microsoft credentials, or Click Settings next to Office365 and Sync Log.
- The Sync Settings window will appear once you are logged in to your Microsoft account. You will find the following three sections in the Sync Settings window:
- Contacts Sync Settings
- Emails Sync Settings
- Events Sync Settings
- Edit the Contacts Sync Settings section for the following:
- Select the data that must be synced from the Office365 Data drop-down.
- Select the Sync Direction from the drop-down.
- Click View to view the mapped events.
- Note: You cannot add custom fields to Contacts as the fields are mapped by default. You can only view the details.
- Click the Enable Contacts Sync toggle button.
- Edit the Emails Sync Settings section for the following:
- Select the data that must be synced from the Office365 Data drop-down.
- Select Sync Direction from the drop-down.
- Click the Enable Emails Sync toggle button.
- Edit the Events Sync Settings section for the following:
- Select which data must be synced from the Office365 Data drop-down.
- Select Sync Direction from the drop-down.
- Click View to view mapped events.
- Note: You cannot add custom fields to Calendar as the fields are mapped by default. You can only view the details.
- Click the Enable Events Sync toggle button.
- Select the date from when the sync must happen in the Sync From field.
- Click Save.
To know more about Office 365 integration,
click here.