Now that the Apptivo CRM is successfully shared with the user, he/she must be added as an employee in Apptivo account of the Admin.
The user can now view the Apptivo CRM app, as shown:. Now in the Office 365 login of the user, click on “All Apps” found at the bottom. You can also view the added user under “Users and groups” section. Now that user will be selected as shown:. Enable the checkbox corresponding to the user and click on “Select.”. Click on the “Arrow” to select the desired users. It allows you to select the required users by clicking on the “Add User.”. Now click on “Users and Groups” under the “Manage” option. Click on “All Applications.” Choose the Apptivo CRM in the list of All Applications. 
Click on the “Azure Active Directory” from the left panel. To do so, follow the below-mentioned steps: Now that the Apptivo CRM has been successfully enabled by the Admin (Superuser), to make the users and groups get access to the Apptivo CRM, it must be shared with them. Share and Manage Apptivo App with Users and Groups It will be synced to Office 365, within seconds. 
You’ll be able to view the event in Apptivo synced from Office 365, with the associated customer (Lean Lillian) added in the "Associated With" field as shown:
Once created, go to your Apptivo Homepage. Now create an event from the Office 365 Calendar, adding the above-created contact and wait for a few minutes. Now create a contact in the Contacts App, and associate it with a customer as shown in the image below:. Slide the toggle ON for “Enable Calendar sync.” Once enabled, Apptivo will start to sync your events with Office 365 Calendar. Click on “Preferences” found in the top right corner under your name. ( Note: log out once and login to your Apptivo account through Office 365) With Office365 Calendar sync, you can synchronize the events efficiently between the two applications. Apptivo account will be successfully created, and you will be directed to the Apptivo Homepage. Enter the required information and click on “Next.”. 
Here, you will be directed to the Signup page, as shown below:. Note: If you already have an Apptivo account with the same id which was used for Office 365, then you will be automatically directed to your Account. On accepting, what happens next depends on whether you have an existing Apptivo account or not. Now, you will be directed to the authorization page of Apptivo. On clicking, a pop-up appears where you need to select the “Continue” button. Here, search for the “Apptivo CRM” app from the search box and click on it. Now, you will be directed to the AppSource page. Click on the “App Launcher” icon found in the left panel and click on “Get more apps.”. Share and Manage Apptivo App with Users and Groups. To have this synchronization process work, you will need to follow the following process: With this integration, an ample amount of time is saved as one can synchronize the calendar events instantly. Different applications usually manage business data. 
Apptivo Application Suite Browse All ApplicationsĪpptivo offers automatic two-way sync, providing enhanced productivity for business people, enabling data synchronization between Apptivo and Office 365. Mobile Solutions All-in-One Mobile ecosystem. #How to sync gmail calendar with outlook 635 software
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