HOW TO SYNC OFFICE 365 OUTLOOK UPDATE

Save the changes and Workable will revert to the basic email option. You can disable the integration for your entire account at any time by navigating to the Integrations section and flipping both Outlook switches to OFF. This link will automatically redirect users to the permissions window to connect their 365 accounts. Replace the with your Workable subdomain it is the first part of the URL you see when signed in to Workable.

Pdr=microsoft&pdr_connect=true&prompt=consent&permit=basic,email,calendar A Super admin could share with them a link in this format. It's also possible to prompt users to connect their accounts without them trying to send an email/event in Workable. They'll simply need to click the button that appears, sign in to Microsoft 365 and confirm the authentication. Each user must complete this process to use emails and events and this is a one-time process. With the account connection enabled, when Workable users try to email or schedule with a candidate for the first time, they’ll be prompted to authenticate their own 365 accounts. Essentially, the second (depending on your account configuration) and the third option will ensure user consent without the need for an admin's approval. Under User consent for applications, select which consent setting you want to configure for all users.Select Azure Active Directory > Enterprise applications > Consent and permissions > User consent settings.Sign in to the Azure portal as a Global Administrator.They can check the instructions of this guide. You'll now be able to successfully complete the setup steps above.Īlternatively, your IT team could configure how users consent to applications. When the 365 admin accesses this link they will be prompted to review the permissions that Workable has requested and approve the connection.This link should be sent to the administrator of your Microsoft 365 account (usually an IT person at your company).On the Settings > Integrations page in Workable, an option will appear under the 365 integration that prompts you to generate an approval link.In case admin approval is needed, you will see the following screen:Īt this point, you can either create an approval link and share it with your Microsoft 365 admin or ask your IT team to configure how users consent to applications like Workable. Repeat the connection steps for the calendar so that they are both activated.Review the permissions and select the checkbox to 'Consent on behalf of your organization'.A pop up window will appear, prompting you to sign in to MS365.Activate the switches for email and calendar and click Connect.Locate the ‘Email and calendar integration’ section.Depending on your organization's 365 settings though, admin approval may be required to complete the setup.Īctivate this integration for your account via the Settings > Integrations page of your Workable. Note: It's not a requirement to be a MS365 admin to initiate this.

HOW TO SYNC OFFICE 365 OUTLOOK UPDATE

After scheduling events in Workable, you can update them directly in Outlook and the changes will sync back to Workable.

Add co-workers who are not Workable users to events.

Invite Workable users who are not on the hiring team to events.

Include Microsoft Teams meeting room links on events.

Check availability of co-workers and rooms - seeing the same details you would as if scheduling directly in Outlook.

After importing the conversation once, any new messages that follow in the same conversation will be automatically imported. Just “expand” your candidate’s timeline in Workable and you’ll find the Import button at the bottom. You can import conversations with candidates which started in Outlook into the candidate’s profile, so that all the information you need is gathered in one place.Import all your existing communication into Workable:.Workable emails will be sent through your Outlook account, appearing under 'sent items' in your inbox.There’s no need to sign-in to Workable, the conversation will still be synced into the candidate’s profile. Reply to emails from candidates via your Outlook inbox.CC your co-workers in emails to candidates (even if your co-worker isn’t signed up to Workable).Customize the subject line for all your emails.Using Microsoft's Graph API, Workable integrates your Microsoft 365 email and/or calendar to unlock tools to sync and customize candidate communication and events.īenefits of the Office 365 Outlook integration Email integration

How to sync office 365 outlook