Calendar Sync

\# written by training admin | last published at december 01, 2025 \# # overview one of the office 365 integration features is the two ways calendar sync this allows syncing erp activities to appear on the associated calendar, as well as syncing calendar events to erp, logged as users’ activities, marked as meetings at the same time, this enables the sync of erp leave requests with the office calendar with this functionality, you will be able to keep track of all of your upcoming tasks, have greater visibility over your agenda ensuring the deadlines for completing tasks are met also, your meetings scheduled with clients will be logged as activities on the contact’s timeline on erp and will be accessible to your colleagues please note existing activities created prior to connecting to the calendar will not be synced and vice versa events created on office will not be synced to enapps only events created in office 365 while the integration is active will be synced to erp \# calendar sync setup to enable the calendar sync, click on the user icon in the top right corner > preferences on the general tab make sure your microsoft office 365 email is connected a guideline how to connect your office 365 email can be accessed # navigate to the calendar tab and choose one of the following options sync erp activities; sync office365 events; sync holidays complete the configuration for each of the chosen sync option (please check below for more details) and click on the ‘ start syncing’ button to stop the enapps – office 365 synchronisation, click on the ‘stop syncing’ button \# syncing erp activities when sync erp activities sync option is selected, activities created in erp will be synced to the associated calendar edits made to the activities on erp will update the linked calendar events accordingly at the same time, changes made in the linked calendar to any events created by activities in erp will still update the erp activity the following activity types can be synced phone call , meeting , task check the relevant checkbox in the sync these erp activities to calendar section, to specify the activity type you wish to be synced \# syncing phone calls and tasks when ‘phone call’ and ‘task’ activity types are selected to be synced, any new phone call/task created in enapps erp, will appear on your associated calendar and will be displayed as follows the subject for the synced task or phone call will display the activity type as well as the actual subject populated on the erp (e g task create a quote) the event will include the link to the related task/phone call on the erp and also any contact associated information and task/phone call notes contact name company name contact’s phone contact’s email task/phone call description/notes updating any of the above information on the erp will sync back to the linked calendar example of a phone call activity in enapps crm and the linked office 365 event erp office 365 to view the activity on erp, click ‘ open activity’ a new tab will open to the task/phone call details please note any edits made on a task/phone call in enapps will update the linked calendar event accordingly if you edit a task/phone call from your calendar, only the start and end time will sync back to enapps deleting an activity on the calendar won’t delete it on the erp if the activity has been removed from the erp, it will disappear from your calendar the system ensures partner information exists before creating activities from office 365 events \# assigning tasks to other users with enapps office 365 integration, when assigning tasks to your colleagues ( new or follow up tasks), those will appear on your colleagues’ calendar if it has been connected please note when an active task has been reassigned to a different user, it won’t appear on that user’s calendar \# syncing meetings when ‘meeting’ activity type is selected to be synced, once a meeting has been created and confirmed on erp , a corresponding event will be added to your calendar and the invite will be sent out from your mailbox to all attendees meeting type activity on erp make sure you populate the following fields, if relevant, before confirming a meeting attendees – the people you want to invite to the meeting internal – people from your organization external – people outside your organisation once the meeting gets confirmed (after clicking on ‘confirm’ button), the invite is sent out automatically to the people listed in this field and a corresponding event will be added to your calendar location – the address of the meeting description – additional details about the meeting that will be synced to your external calendar this will be visible to any contacts added to the meeting start date/end time – start and end time of the meeting the subject of the event added to your calendar will display the activity type, the actual subject populated on the erp & company name please note changing the subject or the notes for an erp meeting on the linked calendar, won’t sync back to enapps any edits made on the erp (location, description, start date, end time, subject) will update the linked event accordingly adding or removing users on erp or adding users from the office calendar will trigger new invite being sent out the user that created the meeting activity on the erp as well as other internal attendees will be able to see the activity in their ‘my to do’ list \# syncing office 365 events when sync office 365 events sync option is selected, your calendar events will get logged on erp as activities – type ‘meeting’ against a contact/company, which will be accessible to other users edits made on the calendar will update the linked erp activity accordingly and vice versa exclude events from syncing to exclude certain events from syncing with erp, add the event to a certain category and specify the category in ‘exclude categories’ field it can be a standard category from office or a new one if you wish to exclude several categories, you would need to list all of them, separated by a comma include events in syncing an alternative way to manage the synchronization of office events is by using the 'include categories' field to specify the event category that should be synchronized you can choose a standard category from office or create a new one if you want to include multiple categories, list them all, separated by commas please note if an event initially was added to a category that needs to be excluded from sync and then changed to a category that should be synced – the event will be synced and will get logged as an activity on the erp however, when the event initially synced to erp is then added to a category that was marked as to be excluded from the sync, it won’t lead to activity being removed from the erp if you create a meeting in your calendar and include a guest that is a contact on the erp, the meeting will appear on their timeline the same is true if a contact in enapps invites you to a meeting; the meeting will appear on the contact's timeline the logged activity ‘meeting’ type will display the following information user – will display the name of the user who created the event or has been invited to a meeting attendees internal – people from your organization that have their calendar connected who have been invited to the meeting external – people outside your organization that were invited to the meeting or invited you, that are contacts on the erp company – this field will be populated when the external attendees to a meeting belong to the same company on the system start date/end time – start and end time of the meeting location – location of the meeting description – body of the meeting invite please note when a meeting is created from your connected calendar, the meeting will only log on the timeline of contacts that already exist in your enapps account enapps will not automatically create contact records if the guests do not already exist in your enapps account for the meeting to appear in your contact's timeline, it should been sent to the email specified in the ‘email’ field from the contact record adding new users to the meeting as well as changing the start/end dates, will update the related erp activity accordingly recurring meetings do not sync to enapps all day events created in office 365 sync to enapps enapps automatically prevents any internal events from being added on erp based on your organization email domain private office 365 events are excluded from the sync by default if you change an office 365 event from private to non private – it won’t generate an activity on the enapps erp similarly, changing a non private event to private – won’t make the linked activity to disappear from the erp the user that scheduled the meeting in office 365 as well as all other internal attendees will be able to see the linked activity in their ‘my to do’ list on the erp all activities created in the erp through synchronization with the office 365 calendar will be automatically closed by a daily cron job \# syncing holidays to enable the 'holidays' synchronization, go to the user preferences menu, select the ' sync holidays ' option, and then click on the ' start syncing ' button to stop the synchronization, hit the ' stop syncing ' button when the sync is enabled, any confirmed leave request logged on the erp will be synced to the associated calendar and will be displayed as follows the subject for the synced leave record will display the leave type as well as the leave's description start time will display the start date of the leave end time will display the end date of the leave if a leave request is rejected on the system, the corresponding office event will be deleted example of a leave request in enapps and the linked office 365 event erp office 365