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
- Sync your triConvey calendar with your local Outlook desktop calendar
- Sync your triConvey calendar with Microsoft 365
- Choosing the best sync option for your firm
- 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.
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.
Sync your triConvey calendar with your local Outlook desktop calendar
Follow these steps if you do not have a Microsoft 365 account, or if your firm uses any other type of mailbox, such as IMAP or Gmail:
1. From Outlook and Notifications, navigate to the Calendar sync section.
2. Select Configure.
3. Select a calendar to sync with.
Sync your triConvey calendar with Microsoft 365
Follow these steps if your firm uses Microsoft 365:
1. From Outlook and Notifications, navigate to the Calendar sync section.
2. Select Authorise.
3. You'll be directed to the Microsoft 365 login screen. Sign in with your credentials.
4. Once you have authorised your account, select the calendar you wish to sync.
Tip: The Disable option allows you to disable the sync of your current calendar without de-authorising the integration.
5. The initial sync will take some time if there are numerous existing events on the calendar. Select Continue to acknowledge this.
6. Select Save.
The calendar will begin syncing. Check the progress of the sync by hovering over the Cloud sync is in progress animation.
After completing the process, any changes made in your triConvey or Outlook calendar will automatically sync with the other.
Choosing the best sync option for your firm
- If your firm uses Microsoft 365 accounts, we highly recommend using Cloud Sync. You will be able to get updates to calendar events in real time from any device that can access Outlook 365, such as the Outlook mobile app. Since all data is saved to the cloud, there’s less likelihood of data corruption and interference that could cause issues with syncing.
- For any other type of mailbox, such as IMAP or Gmail, use Local Sync to connect your calendars. Note that with this option, you can only sync your calendar on one device at a time.
Frequently Asked Questions about Microsoft 365 Calendar Sync
- 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.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article