Overview
Updated 10/17/2022
Click on the links below for more information: |
CHAPTERS |
Activate Integration (BOLD)
- Click on Account & Settings
- Click on Avionté Marketplace
- In the Search field, type 365
- On the Outlook365 Tile, click on the Settings button
Note: If the Outlook365 tile isn't listed, it may need to be activated first.
Click here for information on activating the Outlook365 tile - Click on the Connect with Outlook 365 button
Note: Microsoft will require the Username and Password to be entered twice. - Select the appropriate option
- If the account is listed, click on the account.
Note: If using this option then the next 2 steps (7 and 9). They can be skipped due to the email address already being listed. - If the account is not listed, click on the User another account
- If the account is listed, click on the account.
- Enter the email address or phone, into the Email or Phone field.
- Click on the Next button
- Enter the password in the Password field.
- Click on the Sign In button
Note: After signing in, there will be a new message about validating the account. - Click on the Next button
Click here for information on installing Microsoft Authenticator app
Note: The folders listed may be different for each User. Sub-Folders currently do not sync.- The following folders are hidden and will not display in the list of folders:
- Outbox
- Archive
- Drafts
- Deleted Items
- Conversation History
- Junk Email
- RSS Feeds
- Sync Issues
- The following folders are hidden and will not display in the list of folders:
- For existing users that have Auto-Email sync, the existing Folders will automatically be selected for you. This is to prevent duplication of activities.
- Select the checkbox next to the Folder to sync with.
- Click on the Save Folders button
- Click on the Done button
Filter Rules
Adding a Domain/Email address will prevent Activities from syncing; for the specific Domain/Email.
Note: If the Filter Rules isn't visible, please scroll down.
- Click on the Add Filter button
- Enter information into the following fields:
- Domain/Address: Enter the Domain or Email Address
- Example: staffingagency.com or bob@staffingagency.com
- Filter Sent: Click this checkbox to not log sent emails for the Domain/Email
- Filter Received: Click this checkbox to not log received emails for the Domain/Email
- Domain/Address: Enter the Domain or Email Address
- Click on the Save Filters button
A successful message will be briefly displayed at the bottom. - Click on the Done button
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