Outlook sync settings

You can configure the syncing of Proxuma and Microsoft Outlook from this section. Integrating these platforms is straightforward. You must add your Outlook client ID, tenant ID, and client secret key. Once you've added all the correct keys, Proxuma will do the rest. You can now also customize what you want to see on your Outlook Appointments created by the service calls.

• Brief overview of obtaining the client id, tenant id, and client secret key
• Integrating microsoft outlook with proxuma

To integrate Microsoft Outlook with Proxuma, follow these steps:

1. Before you start with the steps below, you will need to grab a note for these keys:

• Client ID
• Tenant ID
• Client Secret Key

💡Pro tip: Check this article on how to get these keys.

2. Once you've got all these keys, go to Proxuma.🗝️

3. Click the Settings tab and choose Emails.📧

4. Enable this toggle.✔️

5. Add the keys to each respective field.🔒

6. You can also click the eyeball icon to view and verify the keys you've added.👁️

 7. Add a valid email address. This email address will serve as the organizer of all appointments that are created from service calls in Proxuma. 

💡Pro tip: This email address should be created solely for this purpose to avoid any confusion with the appointments scheduled for specific engineers. You can create a new email address and name it "[email protected]" or "servicedesk@company".📧

 8. To start customizing your Outlook appointments, you can begin by typing in the title of the information you want to include. Please ensure that a description is included for the appointment, as it will be deemed invalid without one, and the Outlook appointment will not be created. For example, to include a task title, you can type 'Task title:' first. Then, click on the corresponding variables from the selection on the right."📝

9. Once you're done, click the Save Changes button.💾

General Settings
Learn how to set up your General Settings in Proxuma. Configure the correct Time Zone, Planning Defaults, Planning Screen View Settings of your account, and other essential configurations that match your current organization's setup.

Plan bucket - default filters
Learn how to set up the default filters of your To Do list in Proxuma.

Planning Screen view and time
Set up your Planning Screen View and Time. Configure your Planning Screen's Start Time, Time Format, and other default values.

Planning Screen default
Set the default values for your Tasks, Tickets, and Service Calls by setting up the Planning Screen Default.

Planning Screen month and year
A step-by-step guide on configuring and displaying the hours on month or year for both New and Completed To Dos in your Planning Screen.