Enquire 2-Way Sync O365 User Setup

User Instructions

IMPORTANT: If your company has successfully set up the Office 365 integration for your community, you will likely see a 'call-to-action' (shown below) on your dashboard prompted you to authorize your Office 365 account for access to calendar syncing. mceclip0.png

 

  1. After your IT team has setup the connection to your company, each user needs to register their email. In settings (https://account.enquiresolutions.com/settings) choose the tab “O365 Integration”, and click 'Authorize Enquire' button. mceclip1.png
  2. You will be redirected to the Office365 sign in page where you will follow the steps of signing into your Office365 account. mceclip0.png
  3. Once you complete your Office365 sign in, you will be redirected back to the CRM and should see the page below; mceclip1.png
  4. Your account and Office365 integration should be all setup to send and receive emails.

 

If you experience any issues, please go here to submit a ticket for assistance.

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