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How can I configure the sync between Office 365 and Vtiger CRM?

Table of Contents
Follow these steps to configure the sync settings from the Contacts module:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Select Contacts.
  5. In the List View, click Sync on the top right.
  6. 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.
  7. The Sync Settings window will appear once you are logged in to your Microsoft account. You will find three sections in the Sync Settings window.
  • Contacts Sync Settings
  • Emails Sync Settings
  • Events Sync Settings
  1. Edit the Contacts Sync Settings section for the following:
    1. Select which data must be synced from the Office365 Data drop-down.
    2. Select Sync Direction from the three options given in the drop-down.
    3. Click View to view mapped events.
      • Note: You cannot add custom fields to Contacts as the fields are mapped by default. You can only view the details.
    4. Click the Enable Contacts Sync toggle button.
  2. Edit the Emails Sync Settings section for the following: 
    1. Select which data must be synced from the Office365 Data drop-down.
    2. Select Sync Direction from the drop-down.
    3. Click the Enable Emails Sync toggle button.
  3. Edit the Events Sync Settings section for the following: 
    1. Select which data must be synced from the Office365 Data drop-down.
    2. Select Sync Direction from the three options given in the drop-down.
    3. 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.
    4. Click the Enable Events Sync toggle button.
    5. Select the date from when the sync must happen in the Sync From field.
  4. Click Save.
To know more about Office 365 integration, click here.
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