Office 365 Sync - Revision history

Dina at 13:16, 8 July 2020

2020-07-08T13:16:54Z

Dina at 13:56, 22 March 2020

2020-03-22T13:56:01Z

← Older revision		Revision as of 13:56, 22 March 2020
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	If you already use the [[Email Connector]] or [[Alerts Server]] then you can skip this section as the CommitCRM Server service is already installed and there is nothing more you need to do besides each user selecting to sync directly with Office 365 as described above.		If you already use the [[Email Connector]] or [[Alerts Server]] then you can skip this section as the CommitCRM Server service is already installed and there is nothing more you need to do besides each user selecting to sync directly with Office 365 as described above.

	In case the service is not already installed, please review the [[~~Install_CommitCRM_Server_Service~~\|Service Setup Guide]].		In case the service is not already installed, please review the [[Install Server_Service\|Service Setup Guide]].

	In order to disable background, server-side sync, run: <server>\CommitCRM\Server\ServerConfig.exe utility and turn it off under the Office 365 Sync tab.		In order to disable background, server-side sync, run: <server>\CommitCRM\Server\ServerConfig.exe utility and turn it off under the Office 365 Sync tab.

Dina at 16:17, 21 March 2020

2020-03-21T16:17:58Z

← Older revision		Revision as of 16:17, 21 March 2020
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	==See Also==		==See Also==
	*[[~~Commit-~~Outlook_Sync\|CommitCRM - Outlook Sync]]		*[[Outlook_Sync\|CommitCRM - Outlook Sync]]
	*[[KB:_Outlook_Sync_Utility\|Outlook Sync Utility]]		*[[KB:_Outlook_Sync_Utility\|Outlook Sync Utility]]
	[[Category:Setup]]		[[Category:Setup]]
	[[Category:User Manuals]]		[[Category:User Manuals]]
	[[Category:Office Management]]		[[Category:Office Management]]

Dina at 11:32, 20 January 2020

2020-01-20T11:32:42Z

← Older revision		Revision as of 11:32, 20 January 2020
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	'''Is Outlook needed to be installed on my PC or Server in order for the sync to work?'''<br>		'''Is Outlook needed to be installed on my PC or Server in order for the sync to work?'''<br>
	No, an Outlook installation is not required. The plugin syncs directly with Office 365 over the Internet.		No, an Outlook installation is not required. The plugin syncs directly with Office 365 over the Internet.

			==Troubleshooting==

			[[Office_365_Sync_Troubleshooting\|Office 365 Sync Troubleshooting]]


	==See Also==		==See Also==

Dina: /* Commonly asked questions */

2019-08-01T09:35:20Z

Commonly asked questions

Dina at 09:34, 1 August 2019

2019-08-01T09:34:21Z

← Older revision		Revision as of 09:34, 1 August 2019
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	#You can prevent private appointments from being synchronized in both systems.		#You can prevent private appointments from being synchronized in both systems.
	#You can prevent certain shared appointments in CommitCRM from being transferred to your Office 365 calendar such as appointments that are not useful for you to have in your own 365 calendar.		#You can prevent certain shared appointments in CommitCRM from being transferred to your Office 365 calendar such as appointments that are not useful for you to have in your own 365 calendar.
	#You can also allow other users to sync information for you between CommitCRM and Office 365. Enabling this option will allow to sync the calendar on the background (See [[Background Sync]]).		#You can also allow other users to sync information for you between CommitCRM and Office 365. Enabling this option will allow to sync the calendar on the background (See [[Office 365 Sync#Background and server-side sync\|Background Sync]]).

	==Switch from syncing Office 365 calendar with CommitCRM through Outlook, to directly syncing CommitCRM with Office 365==		==Switch from syncing Office 365 calendar with CommitCRM through Outlook, to directly syncing CommitCRM with Office 365==

Dina at 09:31, 1 August 2019

2019-08-01T09:31:36Z

@@ Line 19: / Line 19: @@
 '''IMPORTANT NOTE''':
-In case you currently sync your CommitCRM calendar with Office 365 Calendar through Outlook, skip the below and review this dedicated section instead.
+In case you currently sync your CommitCRM calendar with Office 365 Calendar through Outlook, skip the below and review [[Office_365_Sync#Switch_from_syncing_Office_365_calendar_with_CommitCRM_through_Outlook.2C_to_directly_syncing_CommitCRM_with_Office_365|this dedicated section]] instead.
 ==Syncing with Office 365 for the first time==
@@ Line 29: / Line 29: @@
 #Verify the Office 365 option is selected
 #Click ‘'''Select'''’ button to connect to Office 365 and select the calendar folder to sync with. The following window opens.
-#Click '''Next''' to login to your Office 365 account <br> [[File:365_calendar_sync_select_folder.png]]
+#Click '''Next''' to login to your Office 365 account  <br><br> [[File:365_calendar_sync_select_folder.png]] <br><br>
-#Follow the wizard to enter your Office 365 account email/phone and password and click Next: <br> [[File:365_calendar_sync_sign_in.png]]
+#Follow the wizard to enter your Office 365 account email/phone and password and click Next: <br/> <br> [[File:365_calendar_sync_sign_in.png]] <br/><br>
-#Select the calendar folder to sync with: <br>[[File:365_calendar_sync_select_calendar.png]]
+#Select the calendar folder to sync with: <br><br> [[File:365_calendar_sync_select_calendar.png]] <br><br>
-#Click Finish: <br> [[File:365_calendar_sync_select_calendar_finish.png]]<br>
+#Click Finish: <br/> <br>[[File:365_calendar_sync_select_calendar_finish.png]]<br><br>
 DONE!
 [[File:365_calendar_sync_select_calendar_finish1.png]]
 <u>Additional settings:</u>
 #You can prevent private appointments from being synchronized in both systems.
 #You can prevent certain shared appointments in CommitCRM from being transferred to your Office 365 calendar such as appointments that are not useful for you to have in your own 365 calendar.
-#You can also allow other users to sync information for you between CommitCRM and Office 365. Enabling this option will allow to sync the calendar on the background (See Background Sync).
+#You can also allow other users to sync information for you between CommitCRM and Office 365. Enabling this option will allow to sync the calendar on the background (See [[Background Sync]]).
 ==Switch from syncing Office 365 calendar with CommitCRM through Outlook, to directly syncing CommitCRM with Office 365==
@@ Line 49: / Line 51: @@
 Once the transition is complete, Outlook is no-longer required for syncing.
-In CommitCRM go to the ''Tools > Options > Outlook | 365 tab > Calendar'' tab.
+# In CommitCRM go to the ''Tools > Options > Outlook | 365 tab > Calendar'' tab.
+# Click ‘''Switch to Sync with Office 365 button''’: <br><br> [[File:365_calendar_sync_switch_to.png]] <br><br>
-Click ‘''Switch to Sync with Office 365 button''’:
+#Click '''Next''' to login to your Office 365 account <br> <br>[[File:365_calendar_sync_select_folder.png]]<br><br>
-[[File:365_calendar_sync_switch_to.png]]
+==See Also==

Dina at 09:01, 1 August 2019

2019-08-01T09:01:36Z

← Older revision		Revision as of 09:01, 1 August 2019
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	~~=Office 365 Sync=~~

	~~Work~~ in ~~progress~~... ~~Coming soon~~		{{usermanualsnav}}
			__TOC__

			== Introduction ==

			The Office 365 Calendar Sync for CommitCRM plugin supports two-way calendar synchronization which means that additions and changes performed in one program will transfer over to the other.


			The Office 365 Calendar Sync configuration settings are personal per user. This means that when the user modifies their settings, only their personal synchronization settings are affected.


			Each user should select the Office 365 calendar folder to sync with. Each Office 365 calendar folder can only be synced with a single CommitCRM employee user calendar.
			A user can allow other users to sync their calendar.


			To configure Office 365 Calendar Sync settings, in CommitCRM go to the Tools > Options > Outlook \| 365 tab > Calendar tab.


			'''IMPORTANT NOTE''':
			In case you currently sync your CommitCRM calendar with Office 365 Calendar through Outlook, skip the below and review this dedicated section instead.

			==Syncing with Office 365 for the first time==

			[[File:365_calendar_sync_settings.png\|center]]

			#Open the ''Tools > Options > Outlook \| 365'' tab
			#Check the '''Synchronize Appointments''' check-box in order to activate synchronization between Office 365 and CommitCRM calendars.
			#Verify the Office 365 option is selected
			#Click ‘'''Select'''’ button to connect to Office 365 and select the calendar folder to sync with. The following window opens.
			#Click '''Next''' to login to your Office 365 account <br> [[File:365_calendar_sync_select_folder.png]]
			#Follow the wizard to enter your Office 365 account email/phone and password and click Next: <br> [[File:365_calendar_sync_sign_in.png]]
			#Select the calendar folder to sync with: <br>[[File:365_calendar_sync_select_calendar.png]]
			#Click Finish: <br> [[File:365_calendar_sync_select_calendar_finish.png]]<br>

			DONE!
			[[File:365_calendar_sync_select_calendar_finish1.png]]

			<u>Additional settings:</u>
			#You can prevent private appointments from being synchronized in both systems.
			#You can prevent certain shared appointments in CommitCRM from being transferred to your Office 365 calendar such as appointments that are not useful for you to have in your own 365 calendar.
			#You can also allow other users to sync information for you between CommitCRM and Office 365. Enabling this option will allow to sync the calendar on the background (See Background Sync).

			==Switch from syncing Office 365 calendar with CommitCRM through Outlook, to directly syncing CommitCRM with Office 365==

			This section explains how to switch your sync from Outlook to directly syncing with Office 365 Calendar.

			Note: Outlook installation is required, only ONCE, during this one time transition process.
			Once the transition is complete, Outlook is no-longer required for syncing.

			In CommitCRM go to the ''Tools > Options > Outlook \| 365 tab > Calendar'' tab.

			Click ‘''Switch to Sync with Office 365 button''’:

			[[File:365_calendar_sync_switch_to.png]]

Dina at 12:41, 8 July 2019

2019-07-08T12:41:46Z

← Older revision		Revision as of 12:41, 8 July 2019
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	=Office 365 Sync=		=Office 365 Sync=

			Work in progress... Coming soon

Dina: Dina moved page Office-365-Sync to Office 365 Sync

2019-06-13T09:27:30Z

Dina moved page Office-365-Sync to Office 365 Sync

← Older revision	Revision as of 09:27, 13 June 2019
(No difference)

← Older revision		Revision as of 13:16, 8 July 2020
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	== Introduction ==		== Introduction ==

	The Office 365 Calendar Sync for ~~CommitCRM~~ plugin supports two-way calendar synchronization which means that additions and changes performed in one program will transfer over to the other.		The Office 365 Calendar Sync for RangerMSP plugin supports two-way calendar synchronization which means that additions and changes performed in one program will transfer over to the other.


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	Each user should select the Office 365 calendar folder to sync with. Each Office 365 calendar folder can only be synced with a single ~~CommitCRM~~ employee user calendar.		Each user should select the Office 365 calendar folder to sync with. Each Office 365 calendar folder can only be synced with a single RangerMSP employee user calendar.
	A user can allow other users to sync their calendar.		A user can allow other users to sync their calendar.


	To configure Office 365 Calendar Sync settings, in ~~CommitCRM~~ go to the Tools > Options > Outlook \| 365 tab > Calendar tab.		To configure Office 365 Calendar Sync settings, in RangerMSP go to the Tools > Options > Outlook \| 365 tab > Calendar tab.


	'''IMPORTANT NOTE''':		'''IMPORTANT NOTE''':
	In case you currently sync your ~~CommitCRM~~ calendar with Office 365 Calendar through Outlook, skip the below and review [[Office_365_Sync#~~Switch_from_syncing_Office_365_calendar_with_CommitCRM_through_Outlook~~.~~2C_to_directly_syncing_CommitCRM_with_Office_365~~\|this dedicated section]] instead.		In case you currently sync your RangerMSP calendar with Office 365 Calendar through Outlook, skip the below and review [[Office_365_Sync#Switch_from_syncing_Office_365_calendar_with_RangerMSP_through_Outlook.2C_to_directly_syncing_RangerMSP_with_Office_365\|this dedicated section]] instead.

	==Syncing with Office 365 for the first time==		==Syncing with Office 365 for the first time==
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	#Open the ''Tools > Options > Outlook \| 365'' tab		#Open the ''Tools > Options > Outlook \| 365'' tab
	#Check the '''Synchronize Appointments''' check-box in order to activate synchronization between Office 365 and ~~CommitCRM~~ calendars.		#Check the '''Synchronize Appointments''' check-box in order to activate synchronization between Office 365 and RangerMSP calendars.
	#Verify the Office 365 option is selected		#Verify the Office 365 option is selected
	#Click ‘'''Select'''’ button to connect to Office 365 and select the calendar folder to sync with. The following window opens.		#Click ‘'''Select'''’ button to connect to Office 365 and select the calendar folder to sync with. The following window opens.
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	<u>Additional settings:</u>		<u>Additional settings:</u>
	#You can prevent private appointments from being synchronized in both systems.		#You can prevent private appointments from being synchronized in both systems.
	#You can prevent certain shared appointments in ~~CommitCRM~~ from being transferred to your Office 365 calendar such as appointments that are not useful for you to have in your own 365 calendar.		#You can prevent certain shared appointments in RangerMSP from being transferred to your Office 365 calendar such as appointments that are not useful for you to have in your own 365 calendar.
	#You can also allow other users to sync information for you between ~~CommitCRM~~ and Office 365. Enabling this option will allow to sync the calendar on the background (See [[Office 365 Sync#Background and server-side sync\|Background Sync]]).		#You can also allow other users to sync information for you between RangerMSP and Office 365. Enabling this option will allow to sync the calendar on the background (See [[Office 365 Sync#Background and server-side sync\|Background Sync]]).

	==Switch from syncing Office 365 calendar with ~~CommitCRM~~ through Outlook, to directly syncing ~~CommitCRM~~ with Office 365==		==Switch from syncing Office 365 calendar with RangerMSP through Outlook, to directly syncing RangerMSP with Office 365==

	This section explains how to switch your sync from Outlook to directly syncing with Office 365 Calendar.		This section explains how to switch your sync from Outlook to directly syncing with Office 365 Calendar.
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	Once the transition is complete, Outlook is no-longer required for syncing.		Once the transition is complete, Outlook is no-longer required for syncing.

	# In ~~CommitCRM~~ go to the ''Tools > Options > Outlook \| 365 tab > Calendar'' tab.		# In RangerMSP go to the ''Tools > Options > Outlook \| 365 tab > Calendar'' tab.
	# Click ‘''Switch to Sync with Office 365 button''’: <br><br> [[File:365_calendar_sync_switch_to.png]] <br><br>		# Click ‘''Switch to Sync with Office 365 button''’: <br><br> [[File:365_calendar_sync_switch_to.png]] <br><br>
	#Click '''Next''' to login to your Office 365 account <br> <br>[[File:365_calendar_sync_select_folder.png]]<br><br>		#Click '''Next''' to login to your Office 365 account <br> <br>[[File:365_calendar_sync_select_folder.png]]<br><br>
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	==Background and server-side sync==		==Background and server-side sync==

	Sync ~~CommitCRM~~ with Office 365 calendars without having to run ~~CommitCRM~~ client for all employees that allow others to sync for them.		Sync RangerMSP with Office 365 calendars without having to run RangerMSP client for all employees that allow others to sync for them.

	Server-side background sync is performed by the '~~CommitCRM~~ Server' Windows service.		Server-side background sync is performed by the ''CRM Server'' Windows service.

	This Windows service must be installed on your server and must be running at all times in order for this feature to work.		This Windows service must be installed on your server and must be running at all times in order for this feature to work.

	If you already use the [[Email Connector]] or [[Alerts Server]] then you can skip this section as the ~~CommitCRM~~ Server service is already installed and there is nothing more you need to do besides each user selecting to sync directly with Office 365 as described above.		If you already use the [[Email Connector]] or [[Alerts Server]] then you can skip this section as the 'CRM Server' service is already installed and there is nothing more you need to do besides each user selecting to sync directly with Office 365 as described above.

	In case the service is not already installed, please review the [[Install Server_Service\|Service Setup Guide]].		In case the service is not already installed, please review the [[Install Server_Service\|Service Setup Guide]].

	In order to disable background, server-side sync, run: <server>\~~CommitCRM~~\Server\ServerConfig.exe utility and turn it off under the Office 365 Sync tab.		In order to disable background, server-side sync, run: <server>\RangerMSP\Server\ServerConfig.exe utility and turn it off under the Office 365 Sync tab.

	RESTART the ~~‘CommitCRM Server’~~ service to apply the change.		RESTART the ‘'CRM Server'’ service to apply the change.

	[[File:365_sync_server_side.png\|center]]		[[File:365_sync_server_side.png\|center]]
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	'''What are the minimum system requirements?'''<br>		'''What are the minimum system requirements?'''<br>
	~~CommitCRM~~ version 23 or above.		RangerMSP version 23 or above.
	A valid and active Office 365 account for each of the users that wish to sync their ~~CommitCRM~~ calendar with their Office 365 calendar.		A valid and active Office 365 account for each of the users that wish to sync their RangerMSP calendar with their Office 365 calendar.
	An Internet connection.		An Internet connection.

	'''Can some users keep syncing with Outlook while others sync with Office 365?'''<br>		'''Can some users keep syncing with Outlook while others sync with Office 365?'''<br>
	Yes, while the license for this plugin allows all your ~~CommitCRM~~ employee users to sync directly with Office 365 calendar, it is up to each user to select whether to switch to syncing with 365 or not.		Yes, while the license for this plugin allows all your RangerMSP employee users to sync directly with Office 365 calendar, it is up to each user to select whether to switch to syncing with 365 or not.

	'''Does the plugin sync in the background?'''<br>		'''Does the plugin sync in the background?'''<br>
	Yes! You can configure it to sync in the background on the server directly.		Yes! You can configure it to sync in the background on the server directly.
	This is implemented as part of the ~~CommitCRM~~ Server Windows service that runs on your server.		This is implemented as part of the 'CRM Server' Windows service that runs on your server.

	'''Can I trigger a sync using ~~CommitCRM~~ client even if I selected to sync in the background?'''<br>		'''Can I trigger a sync using RangerMSP client even if I selected to sync in the background?'''<br>
	Yes, simply activate the sync option from the menu.		Yes, simply activate the sync option from the menu.

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	==See Also==		==See Also==
	*[[Outlook_Sync\|~~CommitCRM~~ - Outlook Sync]]		*[[Outlook_Sync\|RangerMSP - Outlook Sync]]
	*[[KB:_Outlook_Sync_Utility\|Outlook Sync Utility]]		*[[KB:_Outlook_Sync_Utility\|Outlook Sync Utility]]
	[[Category:Setup]]		[[Category:Setup]]
	[[Category:User Manuals]]		[[Category:User Manuals]]
	[[Category:Office Management]]		[[Category:Office Management]]

← Older revision		Revision as of 09:35, 1 August 2019
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	'''What are the minimum system requirements?'''		'''What are the minimum system requirements?'''<br>
	CommitCRM version 23 or above.		CommitCRM version 23 or above.
	A valid and active Office 365 account for each of the users that wish to sync their CommitCRM calendar with their Office 365 calendar.		A valid and active Office 365 account for each of the users that wish to sync their CommitCRM calendar with their Office 365 calendar.
	An Internet connection.		An Internet connection.

	'''Can some users keep syncing with Outlook while others sync with Office 365?'''		'''Can some users keep syncing with Outlook while others sync with Office 365?'''<br>
	Yes, while the license for this plugin allows all your CommitCRM employee users to sync directly with Office 365 calendar, it is up to each user to select whether to switch to syncing with 365 or not.		Yes, while the license for this plugin allows all your CommitCRM employee users to sync directly with Office 365 calendar, it is up to each user to select whether to switch to syncing with 365 or not.

	'''Does the plugin sync in the background?'''		'''Does the plugin sync in the background?'''<br>
	Yes! You can configure it to sync in the background on the server directly.		Yes! You can configure it to sync in the background on the server directly.
	This is implemented as part of the CommitCRM Server Windows service that runs on your server.		This is implemented as part of the CommitCRM Server Windows service that runs on your server.

	'''Can I trigger a sync using CommitCRM client even if I selected to sync in the background?'''		'''Can I trigger a sync using CommitCRM client even if I selected to sync in the background?'''<br>
	Yes, simply activate the sync option from the menu.		Yes, simply activate the sync option from the menu.

	'''Do Contacts and Tasks also sync?'''		'''Do Contacts and Tasks also sync?'''<br>
	Contacts and Tasks do not sync directly with Office 365. The plugin solely handles calendar syncs.		Contacts and Tasks do not sync directly with Office 365. The plugin solely handles calendar syncs.

	'''Is Outlook needed to be installed on my PC or Server in order for the sync to work?'''		'''Is Outlook needed to be installed on my PC or Server in order for the sync to work?'''<br>
	No, an Outlook installation is not required. The plugin syncs directly with Office 365 over the Internet.		No, an Outlook installation is not required. The plugin syncs directly with Office 365 over the Internet.