After completing the required fields on this form, you'll be redirected back to the CRM and a message should appear at the top of Manage Integrations that says you've successfully enabled the integration. You'll then be redirected to Office 365 to enter in your credentials and signify your agreement to allow Retriever Cloud the access it needs. If you leave this at '0', reminders won't be set or the calendar default will prevail. Set an Activity Reminder? Choosing a time increment here will allow you to sync activities to Outlook with your selected reminder time (in minutes).Sync deletions into Redtail? Check off this option if you want deletions made in Outlook to sync over to Redtail.Sync Completed? Check off this option if you want to include Completed Activities as a part of your sync with Outlook.Please note: Activities will be made in the CRM as your default Activity Type that is set in Preferences. You'll then be able to click inside the box beneath that option to see a list of your Activity Types in Redtail CRM and from this list you can select any number of those Activity Types you want to sync to Outlook. Sync Activities? Check off this option if you want to include Activities as a part of your sync with Outlook.Click here to learn more about Tag Groups. You'll then be able to click inside the box beneath that option to see a list of your Tag Groups in Redtail CRM and from this list you'll need to select the Tag Group you want to sync to Outlook. Sync Contacts? Check off this option if you want to include Contacts as a part of your sync with Outlook.NOTE: Any setting changes will require you to disable and re-enable the sync, so just make sure you're choosing your settings accordingly. Let's take a look at your available settings options here. Then, scroll down until you see Retriever Cloud, click its Actions cog and choose 'Settings': To do so:įrom within Redtail CRM, go to your Manage Integrations area: Then, you need to establish the link between the two programs. Please note: You cannot use an Office extension such as. In order to begin syncing your Activity and Contact data between Redtail CRM and Office 365, you'll first need a Microsoft hosted email domain. Note: If you'd prefer a video walkthrough of Retriever Cloud for Office 365, you'll find that at the bottom of this post.

How to sync office 365 with outlook