Office 365 Calendar Integration
Work can get hectic sometimes, so it’s important to stay organized. One way that can help streamline your busy schedule is by syncing up your Office 365 calendar with your account.
Note
If you are an office administrator, make sure the Office 365 Calendar Sync Module is enabled. You can check the permission by navigating to Settings > System Configurations > Internal.
To sync the calendars, you will need to go to the My Preferences page, which you can navigate to by using the left-hand menu and going to Home > My Preferences or by hovering over your name in the upper right corner and clicking on My Preferences. Then, under the Integrations tab, you will choose Office 365. On this page, you will click Connect, and then log in to your Outlook account.
Once your account is connected, you will see your Office 365 name and email address, and an option to disconnect.
In your Outlook calendar, you want to make sure to select Ad Orbit under the My Calendars tab on the left side. This ensures that your synced appointments will display in Outlook.
Note
This process does not sync up your email account with the system, just your calendars and tasks. To view documentation on connecting your email, see the Sending Direct Emails help center page.
Once your Office 365 account is connected, you can add an appointment from either Outlook or Ad Orbit, and they will show up on both calendars. In Ad Orbit, you can create an appointment from various locations, including My Agenda, My Calendar, or your Dashboard’s Agenda or Calendar widgets. Adding an appointment from any of these locations will sync to your Outlook calendar. For more information about creating Activities such as appointments in Ad Orbit, see the Activity Management page of the help center.
To add an item in your Outlook calendar, you will click on New Event in the upper left corner. You can name and schedule the event, invite contacts, and set reminders. Events created in Outlook are not assigned a Category. To interact with the event the same way you would appointments created in Ad Orbit, it is a good idea to edit the event and add a Category once it is synced to Ad Orbit.
The event will show up in multiple locations in Ad Orbit. The first location is your calendar, which you can navigate to by going to Home > My Calendar. In the calendar, you can view the event in the month or week view. You could also click on the event to see more details. The detail view will allow you to see any descriptions or notes on the event, mark it as complete or cancel it, and allows you to edit the details of the event. You can also interact with all of the contact information. Clicking on the contact or company name will take you to their page in Ad Orbit, and by clicking on the email icon you can send an email directly from the calendar.
The event will also show up in your Agenda, which you can navigate to by going to Home > My Agenda. On the My Agenda page, you will see an Activity List that shows tasks and appointments in a view very similar to the detail view of your calendar. The event will be under the Agenda section of your Activity List. You will see any descriptions or notes, and you can mark it as complete, cancel it, or edit the details of the event. You can also interact with all of the contact information. Clicking on the contact or company name will take you to their page in Ad Orbit, and by clicking on the email icon you can send an email directly from the event.
Last but not least, the event will show up in the Activity To-Do List, Calendar, and Agenda widgets in your Dashboard. You can navigate to your Dashboard by going to Home > New Dashboard.
Note
For more information about how to set up and configure your Dashboard and widgets, see help center pages: Using Your Dashboard (Alpha) and Add your Agenda and Calendar to Your New Dashboard.
The Activity To-Do List widget shows all of your appointments and to-do's in an easy to read list, and you will see the events you created in Outlook show up here.
The Agenda widget is similar to the Activity To-Do List widget, but is more interactive. By clicking on the event, you can see details about it such as the name of the event, the time, any description or notes, and contact information. You can interact with all of the contact information. Clicking on the contact or company name will take you to their page in Ad Orbit, and by clicking on the email icon you can send an email directly from the widget. You can also edit the event by clicking on the ellipsis on the right side.
The Calendar widget will show all of your appointments and to-do's in a calendar view. You will see your event show up on the day and time. Clicking on the event will prompt a pop-up on the right side of the widget that shows a more detailed view. It will show the name of the event, the time, any contact information, and any description or notes. You can interact with all of the contact information. Clicking on the contact or company name will take you to their page in Ad Orbit, and by clicking on the email icon you can send an email directly from the widget. You can also edit the event by clicking on the ellipses on the right side.