/
Configure Profile
Configure Profile
Overview
In the Profile wizard, Step 4 is Configure Profile
In this step, some important profile settings need to be checked to make sure your synchronization experience is exactly as you wish.
Time Zones
Please verify that the time zones are set correctly. Incorrect time zone settings could result in an erroneous appointment and task times.
Advanced settings
Advanced Settings (Optional)
Synchronization direction
- Defaults to Two-way synchronization between SuperOffice CRM and Microsoft 365, but you can change to One-way synchronization or No synchronization at all.
Users can edit own preferences / Default: Yes (only for Administrators)
- Select this option if you would like to allow users to edit their own personal settings. If set to No, the settings on the Synchronization Profile are used.
Select The Items You Want To Synchronize
Appointment / Default: Yes
- Select this option if you would like to synchronize appointments
Person
- Select this option if you would like to synchronize Persons
Task
- Select this option if you would like to synchronize Tasks
Click Next to continue the profile wizard
, multiple selections available,
Related content
Create a synchronization profile (SuperOffice Onsite)
Create a synchronization profile (SuperOffice Onsite)
More like this
Manage an existing synchronization profile
Manage an existing synchronization profile
More like this
Changing my personal preferences for synchronization
Changing my personal preferences for synchronization
Read with this
Set up synchronization between SuperOffice CRM and Microsoft 365
Set up synchronization between SuperOffice CRM and Microsoft 365
More like this
Introduction to the customer portal
Introduction to the customer portal
Read with this
Sign up for a new account
Sign up for a new account
More like this