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CRM and Outlook Integration

To manage our staff in projects we use Dynamics365. It would be nice to pick up and link the project (number & name) as custom label. Furthermore we'd like to push the shifts as appointments in outlook.

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    Urs SchlatterUrs Schlatter shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    Planned  ·  StaffHub SupportAdminStaffHub Support (Admin, Microsoft) responded  · 

    Thank you for the suggestion and the votes on this idea. We are currently working on an integration with Dynamics 365. We don’t have a timeline to share as of yet, but stay tuned to this idea!

    - Aby (StaffHub team)

    9 comments

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      • Kurt PidgeonKurt Pidgeon commented  ·   ·  Flag as inappropriate

        Integration with Dynamics 365 would be invaluable for us and has the potential to reduce administration work if implemented well. Best idea by far.

      • Anonymous commented  ·   ·  Flag as inappropriate

        it would be great if any integration with dynamics365 or outlook could include multiple day engagements, especially if someone is working on something MON-FRI 9-5 each day.... so it isn't 5 events, just one.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Office365 calendar integration would be a valuable - the ability to see my shifts on my O365 calendar would really help me keep things straight especially as changes in scheduling occur - today I make appointments on my calendar manually

      • Anonymous commented  ·   ·  Flag as inappropriate

        it would be great to have this in outlook, not just the app. That way people see how it interacts with their existing workload.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Translation: It should have an integration with Outlook, it would look much better to view the calendars.

        Original: Deveria ter uma integração com o outlook, ficaria bem melhor para visualizar os calendários.

      • Anonymous commented  ·   ·  Flag as inappropriate

        I also think outlook integration is crusial before we can start using it in our school.

      • Ray GeRay Ge commented  ·   ·  Flag as inappropriate

        Agree! As a part of Office 365, the shifts should be sync to Outlook calendar.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Allow integration of time punching, vacation hours, payroll information to integrate with Dynamics 365 for Financials and Operations.

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