Sync triConvey with your Outlook calendar

Learn how to connect and sync your Outlook calendar with triConvey, allowing you to manage calendar events either in Outlook or triConvey, depending on your firm's preferences.

Table of Contents

• Getting Started
• How to access Outlook and Notification settings
• Connect your calendar to triConvey 
• Frequently Asked Questions about Microsoft 365 Calendar Sync

Getting Started

Any calendar event created in triConvey will appear on Outlook, and every event created in Outlook can appear in triConvey.  You can configure both features in Outlook and Notifications located in triConvey Settings.

Regarding Microsoft emails hosted on GoDaddy 
Currently, our Outlook integration does not support Microsoft 365 email accounts hosted on GoDaddy.

How to access Outlook and Notification settings

1.    Select the gear icon from the top-right corner of the triConvey Desktop App.

2.    Select Outlook and Notifications.

Connect your calendar to triConvey 

1.    From Outlook and Notifications, navigate to the Calendar sync section.

2.    Select Set up.

3.    Follow the prompts to sign in to your Microsoft 365 account.

I don't have a Microsoft 365 account.  Can I still sync my calendar to triConvey?
Yes, if you have any other type of mailbox, such as IMAP or Gmail, our Calendar Sync setup wizard will detect this and help you get set up via Local sync. Also note that with Local sync, you can only sync your calendar on one device at a time.

4.    Select the calendar to sync with. 

5.    After completing the process, any changes made in your triConvey or Outlook calendar will automatically sync with the other.

Important Note: You can only sync 1 triConvey user to 1 unique Microsoft 365 account. 

For example, User A can sync their triConvey calendar to any calendar in their own Microsoft 365 account. 

However, User A and User B cannot sync both of their triConvey calendars to the same Microsoft 365 calendar or account.

Frequently Asked Questions about Microsoft 365 Calendar Sync