 \# Written by Maryna Yevsiukova | Last published at February 04, 2025 \# # It describes how to connect your Microsoft Office 365 account to the ERP system.  When connected, you can have the following features \# # # \# 1\.

Integration with Microsoft Office 365

 \# Written by Maryna Yevsiukova | Last published at February 05, 2025 \# # It describes how to log Office 365 Inbound/Outbound e-mails as CRM Activities against a Contact/Company on the ERP.  Since this is an API-level integration, no email user login details are stored on the ERP and emails are logged in real-time.

Mail Synchronisation

 \# Written by Elvira Horbachevska | Last published at September 02, 2024 \# When you change your Microsoft email password, the authentication tokens that manage your login sessions automatically expire.  These tokens are what allow your ERP system to stay connected to your email account.

Reconnecting Tokens After Office 365 Password Reset

 \# Written by Training Admin | Last published at December 01, 2025 \# # 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.

Calendar Sync

CRM Data import

Microsoft Office 365 Integration

Intserv

Docs

Public Docs

Landing Page

Create a Support Ticket

Support >> Prepaid hours

Support >> Time and Materials (T&M) billing

Zoom Recordings

Support >> Process of a task

System Upgrade Scheduling Guide

AI Support Task user guide

Support System (Intserv)

Understanding Production (PRD) and Development (DEV) System URLs

Two-Factor Authentication (2FA)

System Access

Main Menu Guide

Operations Menu Guide

Data Record Navigation

Advanced Search Functionality (incl. video tutorial)

UI features (updated regularly)

General System Introduction - video tutorial

System Navigation

Excel printed reports and 404 errors in Edge browser

Alternative PDF printing reports in the system.

Troubleshooting

 Filters and Group By

Share Your Filter

Filters & Group by

Reporting Module (Excel Pivot View)

Preview Button on List Views

Dashboards

Analysis Reports

System Features

System UI

Accounting

Sales

Purchasing

Warehouse

Manufacturing

Project

Ecommerce

User guiding sequence

User Creation & Deletion, User Passwords (incl. video tutorial on changing passwords)

Dynamic cron builder

Settings

Audit Rules

Custom selection options

 Custom colour filter

Setting Up Date Format for Callouts

 Callouts & Shortcuts

Dynamic Callouts

Share Your Callout / Create a Similar Callout for Someone Else

Callouts Email Subscription

 Callouts & Shortcuts (incl. video tutorial)

How to access all callouts within a company

Callouts & Shortcuts

Data Imports

Import Scheduler

Import Error Messages

Product Data Import

Data Import/Export

Working with Attachments

Attachments

Onedrive

Features

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