Office 365 Calendar Sync

Enables native two-way synchronization between SalesExec and Microsoft 365 (Office 365) Calendar.

Source Type:
Calendar Sync Provider

Delivery Format:
OAuth, API

Integration Type:
Two-Way Calendar Sync

Website:
Office 365 Calendar Website

Overview

The Office 365 Calendar Sync integration enables native two-way synchronization between SalesExec and Microsoft 365 (Office 365) Calendar. With this integration, any appointment scheduled in SalesExec automatically appears on your Outlook calendar, and Outlook events are imported into SalesExec. After a one-time OAuth authorization, outbound sync happens in near real-time, while inbound sync polls periodically (e.g., every 15 minutes). Synced Outlook events include a “Show Lead” link back to SalesExec for quick navigation. Users can disable the sync or run a cleanup to remove synced events if needed.

How It Works

Once the integration is enabled and authorized via OAuth, SalesExec and Office 365 calendars are kept in sync. Appointments created or updated in SalesExec are pushed to the user’s Outlook calendar almost instantly. Conversely, events created in Outlook are periodically polled and imported into SalesExec, ensuring both systems reflect the latest schedule. Each synced event includes a direct link to the associated lead in SalesExec for fast access. Users can manage their sync preferences and run a cleanup to remove all synced events if necessary.

Benefits

Seamless Two-Way Sync: Keep SalesExec and Outlook calendars in perfect alignment, reducing scheduling conflicts and manual entry.
Real-Time Updates: Outbound sync is nearly instantaneous, ensuring appointments are always up to date.
Easy Navigation: Synced events include a “Show Lead” link for quick access to lead details in SalesExec.
User Control: Users can disable sync or clean up synced events as needed.
Improved Productivity: Eliminate double-booking and manual calendar management, freeing up time for selling.

Data Exchange

Inbound (Office 365 → SalesExec)

Action / Endpoint

Action / Endpoint	Description
`https://graph.microsoft.com/v1.0/me/calendar/calendarView?startDateTime={s}&endDateTime={e}&expand=extensions(...)`	List Office 365 calendar events within the specified time range, including any `SalesExec.Appointment` extension data.
`https://graph.microsoft.com/v1.0/me/events/{id}`	Retrieve a single event from the Office 365 calendar.

Event Fields

Field	Description
subject	The subject or title of the event.
body	The body or description of the event, including any notes or details.
start	Event start date and time (ISO 8601 format, with timezone).
end	Event end date and time (ISO 8601 format, with timezone).
recurrence	Recurrence pattern for repeating events (if applicable).
id	Unique identifier for the event in Office 365.

Note The AppointmentGuid field is populated only for events previously created by SalesExec (i.e., when the SalesExec.Appointment extension is present).

Outbound (SalesExec → Office 365 Calendar)

Action / Endpoint

Action / Endpoint	Description
`https://graph.microsoft.com/v1.0/me/events/{id}`	Create, update, or delete events in Office 365 calendars based on SalesExec appointment changes.

Event Fields

Field	Description
subject	The subject or title of the event.
body	The body or description of the event, including any notes or details.
start	Event start date and time (ISO 8601 format, with timezone).
end	Event end date and time (ISO 8601 format, with timezone).
recurrence	Recurrence pattern for repeating events (if applicable).
id	Unique identifier for the event in Office 365.

Read the KB article: Sync appointments with Microsoft 365 Calendar

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