The following diagram is a general overview of how each type of datum is synchronized between Autotask and MS Exchange. During synchronization, Autotask contacts, service calls, to-dos, and appointments are copied to MS Exchange. Autotask is your source system for managing calendar items related to your Autotask data. When the MS Exchange Extension is on and configured, work you do in Autotask is automatically copied (synchronized) to Microsoft Exchange, so you can access the contacts, service calls, to-dos, and appointments from a mobile device, PC, and laptop.
Autotask outlook add ins update#
Updates to your MS Exchange Server will update applications it serves: Outlook, Outlook Web Access (OWA), mobile devices, and applications connected to MS Exchange. Autotask handles the updates directly to your MS Exchange Server so you have no add-on components or agents to install. 3 Integrating Your Autotask Calendar and Contacts with MS Exchange Integrating Your Autotask Calendar and Contacts with MS Exchange MS Exchange Extension automatically synchronizes your Autotask and MS Exchange calendar items and contacts, so that you don't have to maintain multiple calendars or item schedules.
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