Published at: 2026-09-17

Authorize and use third-party calendar synchronization

Synchronize events between ShareCRM Calendar and Microsoft Outlook in the direction configured by your administrator.

Before you begin

  • The administrator has configured an Office 365 calendar synchronization connection.
  • Your ShareCRM account email is consistent with the user principal name in the Microsoft tenant.
  • Microsoft user type is “Member”.

Authorize the connection account

  1. Go to Personal Settings > Connected Accounts.
  2. Find Office365 sync.
  3. Select Authorize, then select Authorize again in the confirmation dialog.
  4. Complete Microsoft account login and authorization.
  5. Return to Connected Accounts and confirm that the connection appears under Authorized.
Authorize calendar event synchronization in Connected Accounts

Create an event to synchronize

  1. In Calendar, select New Event.
  2. Under Calendar Selection, select Office365 sync.
  3. Enter the Subject, Content, Participants, Contacts, Time, privacy option, reminder time, and repeat option as needed.
  4. Select Submit. To continue later, select Save as Draft.
Create an event that needs to be synchronized to Outlook

View synchronized events

  • Synchronized Office 365 events are displayed in green by default.
  • Under My Calendar, use CRM Event and Office 365 Sync to show or hide each calendar source.
  • Select an event to view its details and participants.
Distinguish CRM events from synchronized Office 365 events in Calendar
Only organization participants who have authorized the sync configuration can sync to Outlook. Contacts can be synced as Outlook attendees as long as they have their email addresses saved.

Field mapping

ShareCRM event Outlook event Description
Content Title Images, attachments, and Cloud Drive files are not synchronized
Participants Attendees Only synchronize authorized people
Contact Attendees Valid email address required
All Day All day Synchronizes the all-day status
Time Time Synchronize calendar event time
Repeat Recurring event When synchronizing a recurring Outlook event to ShareCRM, only the first occurrence is synchronized
Private Private Synchronizes the privacy status
[!NOTE] Calendar events in Outlook created by external members and only inviting ShareCRM organization members will not be synchronized to ShareCRM.
When synchronizing from ShareCRM to Outlook, the calendar event content is used as the Outlook title; the pictures, attachments and Cloud Drive files in the content will not be synchronized. The synchronization direction is configured by the administrator and may be bidirectional synchronization or may only allow one direction.
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Calendar and reminders overview