Sage Sales Management

Bidirectional synchronisation of email and calendar

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Set up the synchronisation of your Microsoft Office 365 email with Sage Sales Management to automatically log email activity in the CRM.
This process requires permissions in Microsoft Entra ID…

Sync your email with Microsoft Office 365 (Outlook / Exchange)

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Synchronization

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Synchronization

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