Connect Phocas CRM with your Microsoft 365 Outlook app for 2-way calendar synchronization, saving workflow time and reducing the risk of missed meetings or scheduling conflicts.
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This feature is still under development (beta) and will be available soon. If you'd like to try it out, contact your Customer Success consultant.
When you connect your calendars, all the new activities (events) you create, and any existing ones you edit, will be synced. The data flow associated with the key CRM activity-related actions is as follows:
CRM: When you or , a corresponding event is automatically created in Outlook.
The meeting description will be shared with all attendees. See the below.
Outlook: When you create an event, a corresponding activity is created in CRM. The type of activity depends on whether any of the event attendees are matched to contacts associated with an account in CRM. If there's a match, the activity type is meeting, but if not, it's a personal appointment.
The following example shows a personal appointment added in CRM automatically showing up in an Outlook calendar.
When you open CRM, you'll see a blue message at the top with a Connect button. This button is also available on your Phocas Account settings page.
If the connection is preapproved, you don't need to do anything. You'll get a green success message in Phocas, like the one in step 4 below.
If the connection isn't preapproved, a Microsoft dialog opens and you need to follow these steps:
Click Back to app to return to CRM. You'll see a red message telling you the connection failed. This is because it hasn't been approved yet.
When your request is approved, click the Connect button in CRM again. You should be instantly connected and get a green success message.
If you want to disconnect Phocas CRM and Microsoft 365 Outlook, go to your Account settings page and click Disconnect.
If you're a Phocas administrator, we recommend preapproving the integration between the CRM and Outlook calendars in Microsoft Entra ID (Entra). Doing this ahead of time:
Saves time for both you and your users.
Removes the approval email workflow.
Allows users to connect their calendars immediately, with no additional prompts.
You might already have a global preapproval configured in your Entra environment. If so, no further action is required.
To begin the preapproval process, get any user to initiate the connection by clicking Connect in either CRM or their Phocas account settings page. This action creates a link between CRM and Entra, allowing you to proceed with tenant-wide admin consent. When the first user is approved, you can preapprove all remaining users.
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To get the best out of the calendar integration, please be aware of the following points:
The meeting description will be shared with all attendees, so it's important you don't enter any private information there.
When your calendars connect, all existing meetings aren't synced. Only the meetings you create or edit after the connection will sync.
As this feature is still in development, the following limitations apply:
You can't add recurring events.
You can't include attachments.
All day meetings aren't fully supported.
Personal Microsoft accounts aren't supported.
Click the Connect button. What happens next depends on whether your administrator has .
Select your Microsoft account, read the app information, enter a justification, and click Request approval.
Check your email account (the one you selected above). You should receive an email informing you that your request has been sent to your administrator, then another one when your request has been approved by your administrator.
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