Outlook Calendar

Overview

Ruby CRM syncs follow-ups with Outlook Calendar via Microsoft Graph OAuth. The connection runs on the Microsoft common tenant, so personal and work Microsoft 365 accounts both work. Same two-way sync, same priority colouring, same 30-minute default. Agents on different calendar tools across the same brokerage is fine — every connection is per-user.

How to set up

1. 1

   Settings → Calendar Integrations → 'Connect Outlook'.

2. 2

   Sign in with your Microsoft account (work or personal).

3. 3

   Grant Ruby CRM calendar event read/write permission.

4. 4

   Follow-ups start syncing immediately.

Benefits

• Works with both company Microsoft 365 accounts and personal Outlook accounts
• Same priority-colour mapping as Google Calendar
• Two-way sync — edit in Outlook, see it in Ruby CRM (and vice versa)
• Side-by-side support: half your team on Google, half on Outlook — no conflicts

Why it matters

Larger brokerages and corporate-leaning teams default to Microsoft 365 and Outlook. Forcing them onto Google to use the CRM is a non-starter. Ruby CRM supporting both makes it the only CRM choice that doesn't impose a calendar religion on your team.