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SUPPORT FOR PUBLIC FORDERS ON OFFICE 365 ON A MAC HOW TO

This is where the shared folders will be created

Verify your shared folders are Microsoft Exchange by clicking the associated radio button.

This tab will only be available within a Prophet Administrator account.

Click on the Manage Shared Folders tab.

Open Contact Manager, go to Tools and then select Prophet Administrator.

This will be used as your root folder in the next step.

In Outlook, create a Public Folder called Avidian Prophet.

When an email, appointment, or task gets linked to an opportunity a copy of that item will be automatically saved in the shared folder allowing other Prophet users to have access to it. After Prophet is installed, you will setup these folders for each department that you will be using within Prophet. In order to share opportunity emails, appointments, and tasks with other Prophet users, you must have shared Public folders setup within Microsoft Exchange or Office 365.

SUPPORT FOR PUBLIC FORDERS ON OFFICE 365 ON A MAC HOW TO

How to export your Outlook Customer Manager dataĬonfigure Exchange Public Folders with Prophet.6 Steps to Selecting a Replacement for Outlook Customer Manager (OCM).CRM Solution for Manufacturing Industrial Machinery and Equipment.Today, I had planned to come back here and refine the question, but a quick check revealed that today I CAN add it to the address book. BUT when I went to add it to the address book, it wasn't an option. Then, based on Vasil's response we went back followed the instructions he provided and were able to create the public folder and contacts - easy peasy. Which didn't really work either due problems with edit permissions and that you couldn't add the shared contacts to the Outlook Address Book. When the connection to those started failing, we went so far as to contact MS Support over the summer and spent a couple weeks going around and around with them and their final answer was to use a shared mailbox. When we first migrated to Office 365, we were informed that Public Folders in the cloud were only available as a mailbox - no contacts or groups - and so we had to route through to the on-prem server using a bunch of PS commands in order to continue using those PF contact groups. not have a bunch of individuals sharing contact folders created within their Outlook accounts with everyone else)Īpologies for the delayed followup - It all seems a little silly now. To share All Contact Groups from a centralized location (i.e.

The ability for users to add Contact Groups to their Outlook Address Books and/or the ability to add multiple Contact Groups to an email.

Allow users to create and manage shared Contact Groups.

To move off the hybrid setup and finalize our migration to O365.

Because this is a Public Contact Folder, domain users can add it to their Outlook Address Book, which makes it possible to include multiple Contact Groups in a single email message. These Contact Groups are editable (therefore maintained) by their owners. The primary reason for the hybrid is because we have a Public Contact Folder that contains about 60 Contact Groups which contain up about 100 contacts each that are all External Contacts (non-domain email addresses - gmail, yahoo, etc). We are currently in a Hybrid setup between O365 and Exchange 2010.

None address our specific needs - maybe nothing does anymore, but I thought I'd ask here. Similar topics have been posted and I checked them out.