Set up and connect CRM
6:29 minutes total learning time
This module takes you through connecting your Microsoft 365 calendar and setting up CRM account mapping. These videos introduce key steps to help keep your activities and data aligned.
Phocas product 
CRM
CRM 2 videos in this learning module
1
Microsoft 365 Outlook calendar integration
2:25
2
CRM account mapping
4:04
2 videos in this learning module
1
Microsoft 365 Outlook calendar integration
2:25
2
CRM account mapping
4:04
Microsoft 365 Outlook calendar integration
Learn how to connect Phocas CRM with your Microsoft 365 Outlook calendar to enable two-way synchronization. This helps streamline workflows, save time, and reduce the risk of missed meetings or scheduling conflicts.
Supporting documentation
CRM account mapping
The CRM mapping tool provides a simple way for administrators to push customer data into Phocas CRM, as accounts, without the need for scripts or extensive prep work.
Supporting documentation
Phocas product
CRM 
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Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
Insights 