Reconnect Your Microsoft 365 Mailbox in Housing Market CRM
Tutorial 86 of 181 · 50 s
If the connection between Housing Market CRM and your Microsoft 365 mailbox expires, the mailbox card tells you and offers Reconnect. This tutorial opens Connections from Settings, shows the card with its expiry notice, selects Reconnect mailbox and reads the short disclosure the CRM shows before it sends you to Microsoft. The sign-in and permission step happens on Microsoft's own page. The screens show an invented agent and an invented mailbox, and nothing is sent to Microsoft.
In this tutorial you will learn
- How you know the connection expired
- How to start reconnecting
- What the CRM tells you first
- Where the sign-in happens
Follow along: the steps
- Open your Housing Market CRM account.
- Click the Settings icon at the top.
- Choose Calendar connections.
- When a connection expires, the mailbox card says so.
- Your mailbox cannot sync until you reconnect.
- Select Reconnect mailbox.
- First the CRM tells you what it reads, what it keeps and how to disconnect.
- Continue to Microsoft opens Microsoft's own page.
- Sign in and allow access there, then return to the CRM. We stop here.