Microsoft Outlook Integration - Employee Configuration

Implementation Team Updated by Implementation Team

Microsoft Outlook 365 – What is the integration?

 Clear Review has integrated with Microsoft 365 to allow users to integrate conversations with Outlook calendars. This includes the following functionality:

  • Calendar availability:

Review calendar availability directly in Clear Review when creating Conversations

  • Create Conversations:

All Conversations created in Clear Review synchronised with Outlook 365 in real time

  • Update Conversations:

Update Conversations (time/date/location) in Clear Review or Outlook 365 with real time synchronisation

  • Delete Conversations

Delete Conversations (time/date/location) in Clear Review or Outlook 365 with real time synchronisation

  • Location – MS Teams

Set the Conversation location as a MS Teams conference in Clear Review or Outlook 365 with real time synchronisation

User guide to enabling Microsoft Outlook Integration

Please note: This feature is only available if it has first been enabled and configured by a system administrator

  1. To enable the outlook integration click on ‘Account Settings’ on the top left-hand corner of the page, you may need to click on the expand arrow next to your name to make this appear
  2. At the bottom of this page is a section called ‘connect your calendar’. Click on ‘connect’
  3. This will then connect your Clear Review system with your outlook calendar, once connected it will look like the below:
  4. When successfully connected the following screen will show when scheduling a conversation. The live calendar view and the option to create an MS Teams meeting will be available

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