Sync Activities to Outlook Calendar

Hi ​@Avishka ,

Yes, Acumatica has built-in integration with Microsoft Outlook through the Exchange Integration feature. Here's how you can set it up:
Exchange Integration for Calendar Sync
1. Enable Exchange Integration
   - Navigate to Enable/Disable Features (CS100000) and make sure Exchange Integration is enabled.
2. Configure Exchange Server Settings
   - Go to Exchange Server Policies (SM206010) or Sync Policies depending on your version.
   - Set up the connection to your Microsoft Exchange / Office 365 tenant (OAuth 2.0 with Azure AD app registration is the modern approach).
3. Configure Sync Direction
   - You can configure whether sync is bidirectional, Acumatica-to-Exchange, or Exchange-to-Acumatica.
   - Activities/Events in Acumatica map to Calendar items in Outlook.
4. Assign Sync Policies to Users
   - On the Users or Employee screen, assign the Exchange sync policy so each user's activities sync to their Outlook calendar.

Documentation
For detailed setup steps specific to your version (USS25R1), check:
- Acumatica Help > Integration > Exchange Integration
- Or search for "Exchange Integration" in the built-in Help (the ? icon in Acumatica).

Hope above helps!!

Hi ​@Rakshanda,

Thank you for much for this the Exchange Integration has already been setup for the site.

However as you mentioned we need to Turn on “Synchronise Tasks” & “Synchronise Events”
 

the purpose of this is when a salesperson creates an “Event” in Acumatica. i.e - Client Visit. What are the prequesites for this cofniguration. Thanks!