Keep your calendar appointments automatically in sync. The power of integrating Tribe CRM and Microsoft Exchange is that it works as one programme. So you always have an up-to-date overview of your appointments in both systems. The link works both ways. If you add a new appointment in Tribe CRM, it is automatically recorded in your Outlook calendar incl. all important details of the appointment. When you schedule an appointment in Outlook, it is automatically shown in Tribe. In Outlook, you may also have the option of linking the appointment directly to your contact.
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1. How do I link my calendar?
2. Which URL should I enter at Exchange URL?
3. How do I create a new calendar appointment?
4. How do I modify an appointment?
5. Notes for the system administrator
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Go to the Marketplace(1), at the top right of the navigation bar in Tribe CRM. Click on the email and calendar tab(2) and then on the Microsoft Exchange logo. (3).
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Tribe CRM - Microsoft Exchange link
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Now enter your username, password and Exchange URL once to establish the link. Don't forget to click the 'Activate' button.
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Which URL you should use depends on the settings your system administrator has made in Microsoft Exchange. In most cases, Tribe CRM can retrieve and enter the URL directly. You only need to enter the correct username and password. When you then click your Tab key or the refresh icon behind the URL field, the correct URL will be displayed automatically. If the URL cannot be retrieved automatically, you will be notified. In this case contact your system administrator.
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You can either schedule an appointment in your Outlook calendar or in Tribe CRM calendar. It does not matter in which of the two programs you create an appointment. Tribe CRM synchronises the calendars with each other. Real-time!
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From Tribe CRM calendar
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In your CRM, you want the fullest possible overview of all contact moments with your customer, including all your appointments. The calendar widget on your dashboard gives you this overview and allows you to schedule an appointment immediately. Select the right day and time and choose appointment. Enter the correct relation and other details. This appointment is automatically added to your Outlook calendar.
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Important to know! Appointments in Tribe CRM are always automatically synchronised to the Outlook calendar. Tasks in Tribe CRM are not synchronised by default. This only happens when you activate the Include in Calendar slider in a task.
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From your Outlook calendar
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As mentioned earlier, the calendar widget in Tribe CRM gives you insight into all appointments. This includes the appointments you have scheduled in Outlook. By default, all Outlook appointments are immediately synchronised to your Tribe CRM calendar with the correct date and time. This way, you can also see in Tribe whether you are available on a certain day and time and avoid double appointments.
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Some appointments in Outlook will be related to relations in the CRM. When scheduling in Outlook, you can therefore link the appointment directly to the correct relation, ensuring that you have all contact moments in Tribe. Linking a relation to an Outlook appointment can be done in two ways:
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Automatically through an invitation in Outlook
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Schedule a new appointment (or open an existing one) in Outlook and click the Invite participants button . Enter the relation's e-mail address and other details and click the Tribe CRM icon. In the Sidebar, click the Capture appointment in Tribe CRM button. Based on the e-mail address, the correct relation is looked up in Tribe CRM. Enter the remaining details and save the appointment.
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Manually in Outlook
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Schedule a new appointment (or open an existing one) in Outlook . Enter the correct details and click on the Tribe CRM icon. In the Sidebar, click the Capture appointment in Tribe CRM button. Search for the correct relationship or create it if the relationship is not yet in Tribe. Enter the remaining details and save the appointment.
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Of course, an appointment is sometimes rescheduled or the duration needs to be adjusted. In which calendar do you adjust this? It doesn't matter in which calendar you change an appointment. An update in the Tribe calendar is synchronised to the Outlook calendar and vice versa. You can modify an appointment by simply changing the date and/or time in the appointment. However, you can also drag and drop to reschedule, extend or shorten the appointment.
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Autodiscover is used to automatically fill in the URL. When this is not or not correctly set up in Exchange, the user will have to type in the URL manually. In connection with errors in the URL, we advise setting up Autodiscover at all times so that the user can always establish the link himself without help from the system administrator.
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If the user does not receive a message but the link does not seem to work, Exchange probably uses MFA (Multi Factor Authentication). In this case, the link cannot be established directly and a so-called App Password must first be created with the user. This password can be entered into Tribe to pair. Setting the app password is further explained on Microsoft's site.
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If you use Office 365, we recommend using the Office 365 link.