Add Outlook Integration Permissions to a Profile

You can be assigned full Outlook integration permissions (contact synchronization, task synchronization, and email integration) or any combination of the three permissions.

Before you start

Updating your profile is a necessary first step as B2C Service will check your permissions before installing the appropriate Outlook integration components. All staff members who will be using Outlook integration must have the profile containing Outlook integration permissions assigned to their staff account.

Staff members who are using Outlook 2007 must enable smart tags through Tools > Options > Mail Format > Editor Options > Proofing > AutoCorrect Options > Smart Tags. Staff members who are using Outlook 2010 or 2013 must enable smart tags through File > Options > Mail > Editor Options > Proofing > AutoCorrect Options > Actions.

Here's what to do

1. Click Configuration on the navigation pane.
2. Expand Staff Management and then double-click Profiles.
   The report opens on the content pane.
3. Double-click the profile you want to edit.
4. Click Permissions on the ribbon of the Profiles editor.
5. Click the Outlook Integration tab.
6. To select all of the check box options on the Outlook Integration tab, select the Select All check box.
7. To let staff members append Outlook email to contacts, organizations, opportunities, and incidents in B2C Service, select the Email Integration check box.
8. To let staff members share contacts between Outlook and B2C Service, select one or more of the Contact Synchronization check boxes.
   • To share contacts that are in the Opportunities state, select the Opportunities Contacts check box.
   • To share contacts that are in the Service state, select the Service Contacts check box.
   • To share Outlook contacts with B2C Service, select the Outlook to Server check box.
   • To share B2C Service contacts with Outlook, select the Server to Outlook check box.
9. To let staff members share tasks between Outlook and B2C Service, select one or both of the Task Synchronization check boxes.
   • To share B2C Service tasks with Outlook, select the Server to Outlook check box.
   • To share Outlook tasks with B2C Service, select the Outlook to Server check box.
10. To select different email synchronization reports for determining the contacts, opportunities, and incidents to return during email synchronizations, click the Search button to the right of the report you want to change.
    1. After selecting a new report, click OK to close the Select Report window.
       All of the Outlook integration reports are read-only standard reports that can be copied and modified.
11. Click Save.