Setting Up Your Sync
In this guide, we will walk through the steps you can take to connect Office 365 to Centerbase.
Each individual user will need to login with their Office 365 account under the User settings > Office 365 tab. Clicking the Connect button will bring up an external O365 login authorization page.
Once you're logged in, you should see the below success notification. At this point you should close this window, even if you are planning on pushing activities to 365, don't do so yet.
Now, you should be back at your Settings page and it should look like the image below. Select your proper time zone and hit the green Save button in the upper right corner. Now that you have connected to Outlook 365 and saved your time zone, you are good to sync activities to Outlook 365. You can either just let new activities go to 365 or you can go back to User Settings and Push activities to Outlook using the Push my calendar to 365 button.
If you get an error like the one below, this is a safety measure designed to make sure the same Office 365 login is not used multiple times for syncing as this can cause various issues. If you believe you are getting this message in error, you can temporarily disable this safeguard by having your administrator go to System Settings -> System Configuration -> Advanced Configuration. From there they can temporarily turn on the option Outlook 365: Allow Connection to Multiple Servers. With this setting turned on, you should be good to connect this user to Office 365. Once this user has successfully connected it is recommended this setting get turned back off to keep the protection going.
The integration currently supports push to O365 and will provide full sync soon. This means that all calendar entry management must be made in Centerbase, which will push to the 365 calendar.