Office 365 Outlook Calendar synchronisation

Security. Transfer passwords, API keys, or other credentials only through the secure method provided by Hanna Customer Support. Never paste a secret into an email or support request body.

Open My Profile → Integrations → Office 365 Calendar synchronisation settings and select Sign in with Microsoft. Sign in with the organisation account and approve the requested access.

Hanna creates or uses a dedicated Hanna CRM calendar in Outlook. Supported events and Tasks synchronise between Hanna and this calendar according to account settings.

To stop synchronisation, revoke Office 365 authorisation in Hanna and review connected applications in Microsoft 365. If events are missing, confirm the Microsoft account, the Hanna CRM calendar, Task dates, and the last synchronisation time.

Setup screens

The screens below follow the setup sequence described above. Labels may vary as providers update their interfaces.

Troubleshooting

Check account permissions, integration status, required fields, and the external system log. If the problem persists, send the attempt time, record or event identifier, and visible error to Hanna Customer Support, without credentials.