Similar to Google Calendar is the Microsoft Calendar which helps Microsoft users manage their day-to-day activities effectively and adds up to their productivity. Salesmate adds to it by letting you synchronize the activities created in it with Microsoft Calendar or vice versa.
Enabling this integration will sync all your future events to the Microsoft Calendar. Salesmate lets you sync :
- Microsoft Exchange Calendar
- Office 365 Calendar
Topics Covered:
- How to Connect Microsoft Calendar
- How to Set Up Microsoft Calendar
- How to Set Up Notifications for Microsoft Calendar
- How to stop Calendar sync
- How to Remove Your Microsoft Calendar
- How to Reauthorize Your Account
How to Connect Microsoft Calendar
- Navigate to the Profile Icon on the top right corner
- Click on "Go to my account".
- Head over to Connected Accounts
- Click on New Account. Select Office365/MS Exchange.
- Sign in to your relevant Microsoft account
- Enter your password.
- On successful authentication, the account will be listed under Connected Account(S).
How to Set Up Microsoft Calendar
- Once you have added your account, this account will be listed under My Account > Calendar Sync > Connect Account
- Select the account you want to sync
- Select the respective calendar that you wish to sync (in case of multiple calendars in an account)
- Select the type of Google calendar activity you wish to see under Salesmate.
- Select the type of Activities to sync and set the notifications for them
- Select the way the calendar will sync
- Sync all events between Calendar and Salesmate
- Only sync events added from Salesmate
- Hit Update to start the Calendar sync
How to Set Up Notifications for Microsoft Calendar
To sync your Calendar
- Navigate to the Profile Icon on the top right corner
- Click on Go to My Account
- Head over to the Calender Sync option
- Each activity has a notification setting
- This setting allows you to set notifications
- Hit the notification button beside the activity type to set the notification
- You can choose to receive notifications as an Email
How to stop Calendar sync
- Navigate to the Profile Icon on the top right corner
- Click on Go to My Account
- Head over to the Calender Sync option
- Hit the Stop Sync button to stop the sync
How to Remove Your Microsoft Calendar
To remove your calendar to sync,
- Navigate to the Profile Icon on the top right corner
- Click on "Go to my account".
- Head over to Connected Accounts
- Hit the Delete option for the account you wish to remove
Note: Deleting this account will also remove it from email sending. Thus if you only wish to discontinue syncing the calendar, stop the calendar sync and select the account you wish to sync.
How to Reauthorize Your Account
It may happen that you changed your account password. In this, the sync will stop.
- Navigate to the Profile Icon on the top right corner
- Click on "Go to my account".
- Head over to Connected Accounts
- Hit Reauthorize before the account that you wish to reauthorize
- Reauthorize will prompt you to sign in and grant permissions to the respective account again
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