Office 365—just a click or 2 will do

May 19, 2016

If you use Office 365, go ahead—do a little happy dance.

You can now seamlessly manage your Office 365 contacts in Top Producer CRM! It takes about 2 seconds to set up—a click of a button sends all your Office 365 contacts to Top Producer CRM, and automatic updates ensure everything stays current. Ah, simplicity.

Not only that, but you can keep on top of all your appointments by adding your Top Producer CRM calendar to your Office 365 calendar! Just grab a link in Top Producer CRM and go.

So enough with the chit chat, let’s do this.

To set up the contact integration:

Go to the Settings area in Top Producer CRM > click the Integrations tab > select the Office 365 (Outlook) option > then click Sign in to Office 365.

Once you grant access, click Pull Contacts Now to get all of your Office 365 contacts into Top Producer CRM, or do it later by clicking Office 365 > Start update now.

(Didn’t I say this was easy?)

To set up the Calendar Feed:

Go to the Settings area in Top Producer CRM > click the Integrations tab > click the Copy button in the Calendar Feed section.

Now you can paste the URL into your Office 365 calendar:

a. Open your calendar in Office 365.

b. On the Outlook navigation bar, click the App Launcher app icon > then click Calendar.

c. Click Add calendar > From internet.

d. Paste the link you copied from Top Producer CRM (CTRL + V on Windows; CMD + V on a Mac).

e. Click Save.

Now go do your happy dance!

Screenshots represent site and mobile applications as of publication date. Site and mobile applications subject to change without notice.

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