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Syncing with Outlook Calendar

Here's how to sync LACRM with Outlook Calendar:

  • Please note: the calendar integration will only sync events. Tasks do not sync.
  • Mouse over "Settings" and select "Integrations" in the menu.
  • Below the "Outlook" section, select "Set up calendar integration."
  • Select the button "Authorize the integration with Outlook Calendar" on the next page.
  • Read the dialog that opens carefully! Once you're sure you understand each point, select "Proceed to authorize the sync with Outlook."
  • Log into the Outlook account that you'd like to sync with LACRM.
  • Please note: privately hosted exchange servers cannot be synced. If you're on a privately hosted exchange server (ie, your team hosts its own version of Outlook) your calendar cannot be synced with LACRM.
  • Match up your Outlook calendar(s) with the corresponding LACRM calendar(s). For example, match your primary Outlook calendar with your primary LACRM calendar.
  • Click the button "Finalize the sync with Outlook" to begin syncing.
  • The sync will take a few seconds to run, longer if you have a lot of events to sync. Navigate to another page and continue using the CRM while the event data syncs over.
  • Please note: anytime Outlook receives an update to an event, including past events, from LACRM, Outlook will send an email to all other attendees of that event. Microsoft does not provide the ability to prevent Outlook from sending these emails.
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Outlook sync, Microsoft, Hotmail, Live calendar
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