How to Integrate With Office 365

The Office 365 integration shares the appointments and tasks you make on Total Expert to your Office 365 calendar. 

• Appointments and tasks are a 1-way sync. You must make your adjustments in Total Expert. Changing them on your Office 365 calendar does not sync them back to your Total Expert account.
• You can view Office 365 email activity in a contact record. 

Integrate with Office 365

1. In the page header, click your account name and select Integration Settings.
2. Next to the Office 365 integration, click the Connect button.
   • A pop-up box appears. 
3. Choose your account and sign in. 
4. The next screen lists what Total Expert needs to access, read, and maintain.
5. Click Accept. 

Click HERE to view how you can locate synced Office 365 emails in a contact record.

Notes:

• Only new tasks and appointments that have been created after the integration is connected sync to your Office 365 calendar. Old tasks and appointments do not sync.
• You must refresh the integration at least every 90 days, or the connection expires. To refresh an active or expired connection, briefly disconnect the Office365 integration on the Integration Settings page, then reconnect it.