Working with Calendar Integration

Depending upon your version of Outlook® and your role, InterAction for Office 365 may be integrated with the Outlook calendar:

Application Type	Role	Action	Result
Outlook native application	Anyone	Create new meeting	Add-in not available
	Originator	Open (edit) existing meeting	Add-in not available
	Attendee	Open existing meeting	Add-in available
	Originator, Attendee - Sent Email	Open sent meeting invite	Add-in available for Log Email
Outlook online (OWA)	Anyone	Create new meeting	Add-in not available
	Originator	Open (read-only) existing meeting	Add-in available
	Attendee	Open existing meeting	Add-in available
	Originator, Attendee - Sent Email	Open sent meeting invite	Add-in available for Log Email

When you are working in Outlook and open a meeting, the IA 365 pane will show the meeting details, including:

• Subject
• Date
• Duration

• List of invitees

  Each invitee includes name, title, company and company address.

  You can search for any contact directly from the Search field at the top of the pane.

  You can add an activity associated with the meeting by clicking the Add Activity button. You can add a new activity unassociated with the open meeting or appointment by clicking the button.

  To log the activity with any of the invitees, click on their name in the invitee list and select Log Meeting.