Using Microsoft 365 Calendar Sync

Overview

Microsoft 365 Calendar Sync is a one-way that brings events from your Microsoft calendar into Practifi. When this sync is enabled in your firm's Practifi organization, you can view your calendar in Practifi and have confidence that you are seeing your entire schedule.

Please note: The functionality described in this article will not be available in your organization if the Microsoft 365 Calendar Sync has not been enabled. System Administrators can access our Enabling Microsoft 365 Calendar Sync article for additional information on the enablement process.

• Understanding the Sync Process
• Creating a Microsoft Teams Meeting on an Event
• Recurring Events
• Internal Events

Understanding the Sync Process

Please note: Microsoft 365 Calendar Sync is an add-on to our core platform subscription. Speak to your Client Success Manager if you want to find out more. You will not be able to access the following functionality without purchasing this add-on product.

When an event is first created in either Microsoft 365 or Practifi, another version of the event is created in Practifi during the next scheduled sync run, based on your firm's settings.

Once a Microsoft 365 event appears in Practifi, the system looks to see which of its attendees are existing Individuals, Contacts or Users. If it can find matching records, then those records appear as Event attendees in Practifi. Attendees are matched based on:

• The record's Email (Individuals, Contacts and Users)
• The record's Alternate Email (Individuals and Contacts)
• Any custom fields on the record with an Email field type (Individuals and Contacts)
• Any Contact Point Email records related to the record (Individuals and Contacts)

Ongoing updates to the Event record in Microsoft will cause it to be updated in Practifi based on the frequency defined in Sync Settings by your firm's System Administrators. If you update an event in Practifi, the changes will not be synced to Microsoft.

Entering a Microsoft Teams Meeting from an Event

You can access a Teams meeting from an Event record in Practifi by clicking the Open Teams Meeting button on the record page.

Recurring Events

Recurring events in Microsoft 365 are supported, however, they work independently of recurrence settings in Practifi. This means that any changes to the recurrence logic must be made in Microsoft 365.

The Recurring in Microsoft 365 field appears on the Event record in Practifi to provide visibility over Microsoft 365’s recurrence settings, but this field is read-only.

Internal Events

When an Event is created where multiple internal users are attendees, Salesforce handles this by creating a read-only copy of that meeting for each internal attendee other than the Event owner. Additional information about this behavior can be found in this Salesforce Help article.

For events created in Microsoft 365, each attendee sees their own version of the Event on their Practifi calendar. These versions are included in the sync and are editable. However, any updates made by the Event owner will override those edits.