Office 365 Calendar Integration with BoldDesk
The Office 365 Calendar provides a comprehensive platform for managing schedules and events. The integration of Office 365 Calendar with BoldDesk enables support agents to synchronize their activity tasks with their calendars and manage them efficiently.
Office 365 Calendar integrations are available exclusively with the Enterprise plan in BoldDesk. If your team requires calendar synchronization capabilities, consider upgrading to the Enterprise plan to unlock this functionality and enhance your workflow efficiency.
Check out this video tutorial for more details.
Benefits of Integration
- Deadline Alerts: Stay informed with timely reminders.
- Improved Visibility: View tasks alongside other calendar events.
- Enhanced Productivity: Manage tasks and events without switching platforms.
Key Features
- Task synchronization: Automatically sync activity tasks from BoldDesk to your Office 365 Calendar. This ensures that all your tasks are visible alongside your other calendar events.
- Event management: Create, modify, or cancel events directly from BoldDesk. Any changes made will be reflected in your Office 365 Calendar.
- Reminders: Office 365 Calendar sends reminders 15 minutes before an event, helping you stay on track and meet deadlines.
How to Install and Configure Office 365 Calendar Integration (Admin Level)
Follow the given steps to install the Office 365 Calendar app:
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Navigate to the Admin menu > Marketplace.
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Search and select the Office 365 Calendar app.
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Click the Install button to initiate the installation process.
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In the Permission tab, select the appropriate roles for access and click Save to apply the changes. For more details, explore Managing App Permissions and Visibility.
FAQs
Q1: Who can use Office 365 Calendar integration in BoldDesk?
A: Only users on the Enterprise plan have access to this feature.
Q2: Can I manage events directly in BoldDesk?
A: Yes, you can create, edit, or cancel events in BoldDesk, and changes sync to Office 365 Calendar.
Q3: Do reminders work for all events?
A: Yes, reminders are sent 15 minutes before each scheduled event.
Q4: Is this integration available for other calendar apps?
A: Yes, BoldDesk supports other calendar apps like Calendly.
