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Office 365 Calendar and Email Sync

Overview

FA's Office 365 Calendar and Email Sync allows you to synchronize selected emails and calendar events between your Office 365 and FA. This allows you to keep track of all client communication and client meetings, as required by financial industry regulations: relevant emails are automatically stored in FA, and meeting bookings synchronized between the two systems.

Functionality

Automatically record Office 365 e-mails to FA

  • Synchronize selected users' Office 365 emails to FA - record selected Office 365 users' emails as tasks in FA - see the table below for what information is synchronized from Office 365 to FA. Follow the recorded emails through the Task Management module. Note that you can send emails through the Communications module, but not through the synchronization.

  • Select which users' emails to synchronize - you can choose which users' emails we synchronize, allowing you to only synchronize relevant e-mails.

  • Only synchronize e-mails related to client communication - you can choose to only synchronize e-mails that are related to client communication, or linked to certain type contacts you have stored in FA. This allows the e-mail synchronization to ignore irrelevant internal communication.

Automatically synchronize calendar events between Office 365 and FA

  • Synchronize selected users' Office 365 calendar events to FA - record selected Office 365 users' calendar events as tasks in FA - see the table below for what information is synchronized from Office 365 to FA. Follow the recorded calendar events through the Task Management module.

  • Select which users' calendar events to synchronize - you can choose which users' calendar events we synchronize, allowing you to only synchronize relevant calendar events.

  • Enable two-way synchronization between Office 365 and FA - calendar event synchronization works both ways: you can choose to configure the synchronization so that new tasks are sent to Office 365 and recorded there as calendar events, new calendar events in Office 365 are recorded as new tasks in FA, and modifications to existing events flow from FA to Office 365 and vice versa.

Supported formats

Format

Synchronized information

E-mails

Task recorded in FA contain the following information from Office 365:

  • Title - e-mail subject.

  • Completion date/time - e-mail sending date/time.

  • Owner/assignee - user whose e-mail inbox the e-mail was synchronized from.

  • Linked contacts - contacts of selected type(s) who are in the e-mail's address fields.

  • Description - e-mail content (max 4000 characters, longer messages are saved as a task attachment).

  • Attachments - e-mail content as plain text and as HTML (if available). Additionally, if the e-mail contained file attachments, the task contains a text file attachment which lists those attachments. The files themselves are stored in the linked contacts' document libraries.

Calendar events

Tasks recorded in FA contain the following information from Office 365:

  • Title - event subject.

  • Due date - start time of the event.

  • Assignee - organizer of the event.

  • Linked contacts - attendees in the event.

  • Description - event description.

In this section: