How do I connect my Outlook or Microsoft 365 calendar to ASNSpark! CRM?

Connecting your Outlook calendar keeps your ASNSpark! CRM appointments and your Outlook events in sync. When a family books an in-home assessment, it shows up in Outlook, and your Outlook meetings block those times so nobody can book over them.

Each team member connects their own calendar. An admin cannot connect Outlook for someone else. Each user must log in to ASNSpark! CRM with their own login and connect it themselves. After that, an admin can adjust the user's calendar settings from the team settings.

Supported accounts

• Supported: Microsoft 365 (Office 365), Exchange Online, Outlook.com, Live.com and Hotmail calendars.
• Not supported: on-premises Exchange servers, and events that live only in the Outlook desktop program and never sync to the cloud.
• Quick check: sign in to Outlook on the web. If you can see your events there, they will sync.

Connect Outlook

1. Go to Calendars, click Calendar Settings and open the Connections tab.
2. Click + Add New.
3. Click Connect next to Outlook Calendar.
4. Sign in to your Microsoft account.
5. Accept every permission Microsoft asks for. You need permission to make changes to a calendar for ASNSpark! CRM to add appointments to it.

Choose your linked and conflict calendars

Go to Settings, then My Profile, then Calendar Configuration.

• Linked calendar: click Edit and choose the Outlook calendar that new appointments should be written to. Events on this calendar also come back into ASNSpark! CRM.
• Conflict calendars: click Edit and choose any other calendars whose busy times should block your availability.

You can use Google and Outlook together. For example, your linked calendar can be Outlook while your Google calendar is set as a conflict calendar. Appointments can only be written to one linked calendar at a time.

Seeing "Need admin approval"?

Some organizations require their Microsoft administrator to approve outside apps. If you see this screen, ask your IT person or Microsoft 365 admin to approve the request. Microsoft's steps for admins: Review admin consent requests.

Troubleshooting

• Appointments stopped syncing to or from Outlook: open your linked calendar setting, choose Do not sync events to the primary calendar, save, then select the same Outlook calendar again and save. This refreshes the connection.
• You see a banner about a deleted calendar: click Fix This, review the list, then click Remove Deleted Calendars and choose an active calendar.
• Appointments made while disconnected: once you reconnect, upcoming appointments sync automatically.
• Disconnecting Outlook removes its calendars from your linked and conflict settings. Your availability will no longer reflect Outlook until you reconnect.

Common questions

• Does Outlook work with every calendar type? It works with personal booking, round robin, collective and service calendars. It does not work with event calendars.
• Does connecting Outlook also connect Microsoft Teams? No. Teams is connected separately under video conferencing.
• Can two users share one Outlook account? One Outlook account can only be connected to one user. If a coworker needs to see your calendar, connect their own Outlook account and share your Outlook calendar with it from Outlook.

Have a question about your own account? Submit a ticket and our team will follow up.