Microsoft 365 Standard Sync

Use this scheduled process to synchronize the contacts and activities between Microsoft 365 and your sales application.

When to Use

This sync process needs to be scheduled for any deployment that's sharing meetings into CX. Changes that are made to the original meeting in Microsoft Outlook are synchronized into CX using the standard sync. Also, tasks and contacts created in CX can be synced into Outlook. This is handled by the standard sync.

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 standard sync process to run every four hours.

  • When needed, the administrator can also run this process on need basis.

• Execution Time:

  • Execution times can vary significantly depending on the number of records that need to be synced. As a data point, we have seen in some environments that the standard sync process can take an hour to complete when processing records for 1500 registered users.

• Compatibility:

  • Ideally, you will set up the frequency of this sync process such that it has sufficient time to finish before another one starts. Monitor how long it takes to complete in your environment and adjust accordingly.

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 the changes you make to Microsoft Outlook meetings get synced into CX.

• Verification that the sync process ran successfully can be done by editing a previously shared meeting in Microsoft Outlook. Those changes should reflect into the equivalent appointment in CX once standard sync completes.