Microsoft 365 Instant Sync

Use this scheduled process to synchronize CX Sales activities with Microsoft 365 instantly.

When to Use

This sync process needs to be scheduled for any deployment that has users trying to share meetings from Microsoft Outlook to CX. Also, this sync process is needed when users are sharing emails that they're still composing.

Privileges Required

Verify that you have the following privilege or role:

Role

• Sales Administrator

Before You Start

Review the following before scheduling this scheduled process:

• Recommended Frequency:

  • As a starting point, set up the instant sync process to run every hour

  • When needed, the administrator can also run this process in an ad-hoc basis.

• Execution Time:

  • Execution times can vary significantly depending on the number of records that need to be synced. In most cases, the process should complete in less than 30 minutes.

• Compatibility:

  • Ideally, you will set up the frequency of this sync process such that it has sufficient time to finish before another one starts. In many cases, a 1 hour frequency should suffice.

Parameters

None.

Troubleshooting Information

• Administrators will see in the Scheduled Process page if the sync process failed.

• If this sync process doesn't complete successfully, you may not see your meetings and Emails from Outlook get synced into CX.

• Verification that the sync process ran successfully can be done by creating a meeting in Outlook and sharing that meeting to CX. An equivalent appointment in CX will be created after the instant sync process completes.