Synchronize Contacts with Microsoft 365 (server)

This feature is available in module Contacts & Companies (Professional). For older plans, you need the Enterprise licence.

Synchronization of contacts with Outlook (local) is not the only possibility how to synchronize your contacts. You can also synchronize your contacts with Microsoft 365.

Tutorial for

1. eWay-CRM Desktop
1. One-way Automatic Synchronization From eWay-CRM to Microsoft 365
2. Two-way Automatic Synchronization Between eWay-CRM and Microsoft 365
2. eWay-CRM Online
1. One-way Automatic Synchronization From eWay-CRM to Microsoft 365
2. Two-way Automatic Synchronization Between eWay-CRM and Microsoft 365

eWay-CRM Desktop

One-way Automatic Synchronization From eWay-CRM to Microsoft 365

1. On the eWay-CRM ribbon, go to eWay-CRM Settings.



 

2. In Contacts tab, check the box Automatic Synchronization With Microsoft 365 (server mode).



 

3. Then click Configure.



 

4. Turn on the Synchronize my Contacts with Microsoft 365 toggle and login to your Microsoft 365 account.



 

5. Select the folder of Microsoft 365 contacts where you want to synchronize your contacts from eWay-CRM and click One-way from eWay-CRM to Microsoft 365. Contacts will be synchronized only from eWay-CRM to Microsoft 365, not the other way around.



 

6. If you want to synchronize also categories of your contacts, check Synchronize categories. Then, click Save.



 

7. The initial synchronization will start. After successful finish, you will see your eWay-CRM contacts in your Microsoft 365 account. Every change on eWay-CRM contact will be synchronized to Microsoft 365 too.

Two-way Automatic Synchronization Between eWay-CRM and Microsoft 365

1. On the eWay-CRM ribbon, go to eWay-CRM Settings.



 

2. In Contacts tab, check the box Automatic Synchronization With Microsoft 365 (server mode).



 

3. Then click Configure.



 

4. Turn on the Synchronize my Contacts with Microsoft 365 toggle and login to your Microsoft 365 account.



 

5. Select the folder of Microsoft 365 contacts where you want to synchronize your contacts. The two-way synchronization can be enabled only by administrator who has permissions to access the Administration Center. Administrator must turn on the setting Enable users to activate a two-way sync with Microsoft 365. If the setting is not turned on, the user cannot set up the two-way synchronization.



 

6. If the setting is turned on, select Two-way. Contacts will be synchronized between eWay-CRM and Microsoft 365 in both directions. You can also set whether you want to create companies from contacts synchronized from Microsoft 365 if there is company filled. If you want to create a company, check Automatically create companies. Administrator can forced this option using the setting Create a new company when importing / synchronizing contacts from Outlook, Microsoft 365 or Excel.
Warning
Two-way sync with automatic creating of companies is tricky. Please be careful. If you sync your eWay-CRM with other databases (ERP, etc.), you can trigger further synchronizations.



 

7. If you want to synchronize also categories of your contacts, check Synchronize categories. Then, click Save.



 

8. The initial synchronization will start. After successful finish, you will see your eWay-CRM contacts in your Microsoft 365 account and the other way around. Every change on contact will be synchronized in the second application.

eWay-CRM Online

One-way Automatic Synchronization From eWay-CRM to Microsoft 365

1. Klikněte na profilovou fotku v horním pravé rohu vašeho eWay-CRM Online a vyberte možnost Moje nastavení.



 

2. Go to the Contacts tab. Turn on the Synchronize my Contacts with Microsoft 365 toggle and login to your Microsoft 365 account.



 

3. Select the folder of Microsoft 365 contacts where you want to synchronize your contacts from eWay-CRM and click One-way from eWay-CRM to Microsoft 365. Contacts will be synchronized only from eWay-CRM to Microsoft 365, not the other way around.



 

4. If you want to synchronize also categories of your contacts, check Synchronize categories. Then, click Save.



 

5. The initial synchronization will start. After successful finish, you will see your eWay-CRM contacts in your Microsoft 365 account. Every change on eWay-CRM contact will be synchronized to Microsoft 365 too.

Two-way Automatic Synchronization Between eWay-CRM and Microsoft 365

1. Klikněte na profilovou fotku v horním pravé rohu vašeho eWay-CRM Online a vyberte možnost Moje nastavení.



 

2. Go to the Contacts tab. Turn on the Synchronize my Contacts with Microsoft 365 toggle and login to your Microsoft 365 account.



 

3. The two-way synchronization can be enabled only by administrator who has permissions to access the Administration Center. Administrator must turn on the setting Enable users to activate a two-way sync with Microsoft 365. If the setting is not turned on, the user cannot set up the two-way synchronization.



 

4. If the setting is turned on, select Two-way. Contacts will be synchronized between eWay-CRM and Microsoft 365 in both directions.



 

5. You can also set whether you want to create companies from contacts synchronized from Microsoft 365 if there is company filled. If you want to create a company, check Automatically create companies. Administrator can forced this option using the setting Create a new company when importing / synchronizing contacts from Outlook, Microsoft 365 or Excel.
Warning
Two-way sync with automatic creating of companies is tricky. Please be careful. If you sync your eWay-CRM with other databases (ERP, etc.), you can trigger further synchronizations.



 

6. If you want to synchronize also categories of your contacts, check Synchronize categories. Then, click Save.



 

7. The initial synchronization will start. After successful finish, you will see your eWay-CRM contacts in your Microsoft 365 account and the other way around. Every change on contact will be synchronized in the second application.