FAQs in this section
What is Office 365?
What are the benefits of using the Vtiger CRM with Office 365?
Is Office 365 available in the Sales Starter edition?
Is Vtiger CRM integration available in all editions of Office 365?
Is Office 365 available by default in Vtiger CRM?
How can I download and install Office 365 in Vtiger CRM?
From where can I configure the sync between Office 365 and Vtiger CRM?
How can I deactivate the Office 365 sync from Vtiger CRM?
When can I start the synchronization between Office 365 sync and Vtiger CRM?
How can I sync records between Office 365 sync and Vtiger CRM?
What is the Sync Log?
Why is the syncing between Office 365 and Vtiger CRM slow?
How can I log in to the Vtiger Outlook add-in?
How can I sync emails from Outlook?
What is the Vtiger Outlook add-in?
How do I install the Vtiger Outlook add-in?
Can I sync emails from Vtiger to Office 365?
Can I see the synced emails under the Sync Log?
Can I attach Office 365 emails to all modules?
How can I sync the replies of previous emails from Office 365?
What are the limitations of Office 365 API?
How can I sync the replies of previous emails from Office 365?
What details can I view in a Vtiger Outlook add-in?
What can I do on a contact record in the Vtiger Outlook add-in?

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

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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