This connects your Outlook calendar so appointments you create, change, or cancel in NextAccord are copied to Outlook and attendees receive an Outlook invitation. Outlook changes are not read back into NextAccord.
Who can do this
- Owners and Admins — can do this for any record or setting in the account.
- Agents and Assistants — can do this only for records they are assigned to.
Roles are predefined by NextAccord. See all roles & permissions
Before you start
- You can create and manage appointments in this account.
- Connected calendar is available on your plan.
- You are signed in to the Microsoft account whose calendar you want to use.
Example
Illustrative example
You add a "Listing consult — Miller" appointment in NextAccord for Monday 10:00 AM with the seller as an attendee.
The event appears on your Outlook calendar and the seller gets an Outlook invitation.
Rescheduling or cancelling in NextAccord updates or cancels the Outlook event.
Steps
- Step 1: Open Settings and find the Calendar Integrations panel.
- Step 2: On the Microsoft Outlook Calendar card, choose Connect.If the button is disabled, Microsoft is not configured for this deployment — contact your administrator.
- Step 3: Sign in to Microsoft and approve the calendar permission. You return to Settings.
- Step 4: Confirm the card shows a connected status and your account or calendar name.
- Step 5: Create a test appointment in NextAccord and check it appears in Outlook.
What success looks like
- The Microsoft Outlook Calendar card shows a green connected status.
- A new NextAccord appointment appears in Outlook within roughly a minute.
- Attendees receive an Outlook invitation.
Common problems
- The Connect button is greyed out.
- Microsoft Calendar is not enabled for this deployment. The card shows it is not currently available; an administrator must configure it.
- Events stopped syncing to Outlook.
- Open the card and choose Reconnect if it asks you to. Sync also depends on the deployment’s background sync worker being enabled.
Reconnect or remove
- Reconnect: choose Reconnect on the card and approve access again when it needs attention.
- Disconnect: choose Disconnect. NextAccord stops sending changes to Outlook; your internal appointments are preserved.
- Events already copied to Outlook are not removed when you disconnect.
Good to know
- Site-admin Google Calendar operations health exists today; equivalent Microsoft operations monitoring is planned, not yet available.