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August
3

In this episode of Tech Tuesday, Harley Wolfarth demonstrates how to set up the Office 365 account sync in the DeltaNET. When completely activated, this will create a 2-way synchronization of your contacts and calendar events between the DeltaNET and Office 365. It will also allow you to interact with your Office 365 email from within the DeltaNET.

Video Transcription

Harley:

Hello and welcome to another edition of Tech Tuesday presented by Delta Media Group. Where we're thinking if Netflix is going to reboot our entire childhood with Thundercats and now Masters of the Universe. And I think they did a She-Ra reboot too. And the only way that Disney is going to be able to compete there is if they start rebooting some stuff like TaleSpin and what was that other one? Gummi Bears. That's what they should do. They should reboot Gummi Bears. I'd watch it.

Harley:

So that aside, I was going through our videos and realized that we do not have a tutorial video, or a Tech Tuesday video rather, going over the setup of Office 365. So Office 365 contact sync, Office 365 calendar sync and Office 365 Outlook sync. And it doesn't really make sense to call that last one Outlook sync. More it displays your email and lets you interact with your email through the DeltaNET. But it's not really a sync exactly. But in any case, I thought I'd get a video put together to take you through the details of how to get those set up and how they work. So first off, the way you set up any of these is you have to initially grant the DeltaNET authorization to access the data in your Office 365 account. You can do that from any of the pages or any of the three pages where you set up the sync for those three different features.

Harley:

To get to those, I can either type office up here in the quick actions bar and the resulting contacts, calendar, and Outlook links here will take me straight to those pages. Now all of these tiles here are customizable on a per company basis. But by default, if I go to CRM, it'll take me to the CRM landing page where I'll have those quick action tiles up here at the top. And one of those will be for Office 365. So you can see, I can click on this Office 365. We have one that links directly to the contacts page as well. But by default, you'll just have this one. Or I should say, many companies will just have this one, not everyone. But when I click on it, you can see I have results here for contacts, calendar, or Outlook.

Harley:

So however you get there, I suggest you start on the contacts page here. Generally, that is what you're going to be most interested in getting synced up. Calendar is also very important. So in order to set it up, we're going to go here to this contacts page and click on the setup authorization button. Now that takes me here to log me into my a Microsoft account. So if you don't already have your account set up in this browser or assigned into this browser, first it will ask you to enter your username. And mine was already entered so I just have to put in my password here and sign in. And now I also have two factor authentication set up for my Microsoft account. I suggest that you do the same if you don't have it. It just further secures your account to make sure nobody can log into it that shouldn't.

Harley:

But what you do if you do have that set up is you use whatever your two factor authentication method is that you have set up in your account to then finish signing-in. In my case, it just pops up an authenticator app on my phone and I just say yes, and that logs me in. So that's always nice. So here, once you're logged in, it will tell you exactly what permissions it wants to grant to the DeltaNET sync app. So it'll grant access to all this information to the DeltaNET. And we just click on accept. Let me give it a moment to think about it here. And there we go. Just like that my Office 365 account is connected. So from here, I can go ahead and activate the contacts sync. So I'm just going to click on activate Office 365 contacts, and there you go. That's all there is to it.

Harley:

Now, at this point, you can read this message here. Now it does say it'll take up to 24 to 48 hours to complete the initial synchronization of all of the contacts from your Office 365 account to the DeltaNET and vice versa. Once that initial sync is set up, contacts added to either side should show up on the other side, much more quickly. Usually just within a few minutes. If you add somebody to your Office 365 account on your phone, for example, it should pop up into the DeltaNET generally within a few minutes. If a new lead comes in and is assigned to you in your DeltaNET, then that one should be synced out to your Office 365 account, again, within a few minutes. So that is all there is to it when it comes to setting up the initial contact sync.

Harley:

So from here, we can set up the synchronization for the other aspects of our account. So to do that, we'll just go back to CRM. Give it a moment here. There we go. And we'll go back to Office 365 and click on calendar. Now again, I could have just typed Office 365 up here at the top and got to the links that way. But however you choose to get to this page, once you're here, you'll find that because we've already authenticated our Office 365 account, the button just says activate. So if I click on activate, give it a minute to think about it. And there we go. So now we've activated that and it pulls in all of my crazy calendar. This is actually my work calendar so I've got many a thing in here. But it loads up your calendar and it'll sync back and forth with your Office 365 account and with the DeltaNET.

Harley:

Now this is my actual Office calendar. So you can see it has loaded the whole thing into the DeltaNET in all of it's a very blue glory. Now, the next thing we can do is we will go over to CRM again and back into Office 365. There we go. And last we can go to the Outlook page. There we are. Now I don't want to get into too much details about what's in my email. However, what you would do here is just click on activate Office 365 Outlook. and that will basically display your email in here as well. Now I will add that the email functionality, like I said, it isn't a true sync. What it's actually for is just a convenience feature. What it does is create an email interface in here that allows you to interact with your Office 365 account.

Harley:

So what you can do here is you can send email, you can receive email and delete email and everything you do, you're actually doing through Office 365 and within your Office 365 account. So it just allows you to interact with your regular email without leaving the DeltaNET. So there you have it, that is all there is to it and that will get you all set up with Office 365 and get all of your contacts, calendar events, synced into the DeltaNET. Anything created in the DeltaNET should, like I said, sync out to your Office 365 account as well. And lastly, gives you an interface that allows you to interact with all of your Office 365 email right here in the DeltaNET. So as always, if you have any questions, comments, concerns, feel free to send an email out to support@deltagroup.com or give us a call and we can walk you through this or anything else. And as always, I will see you again next week. Thanks a lot.

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