Whether it's automatic contact syncing or app integrations with Outlook, OneDrive, or Office Calendar, you're always able to stay connected no matter where work takes you.
Let's take a closer look at the integration, starting with automatic contact syncing.
Automatic Contact Syncing
After you log in and grant Dialpad access to your Microsoft contacts(you'll see the prompt in your contact's sidebar), your Outlook contacts will automatically start syncing with Dialpad.
That means that contacts created in Outlook are searchable and editable in Dialpad (and vice versa).
In order to see shared events, there needs to be an email address on file for your contact.
If you and your contact have any shared events, they'll be listed here. In addition, each event will display the event name, date, and time.
Click View Calendar to launch your calendar in a new window.
In order to see shared emails, there needs to be an email address on file for your contact.
If you and your contact have any shared emails, they'll be listed here. Each email will display the subject line and date. Click on View All to launch your emails in a new window.
Emails are retroactive (so you'll see emails from before you had signed up for Dialpad).
In order to see shared docs, there needs to be an email address on file for your contact.
If you and your Dialpad contact have shared any documents, they'll be listed here. We display the three most recent files including the title and date of upload (Office 365).
Docs are retroactive (so you'll see docs from before you had signed up for Dialpad).
Keep in mind that 'shared' can mean either shared by you or shared to you. Click on View All to launch your shared documents in another window.
Connect your Office 365 calendar to Dialpad and set it to public (within your organization) to have your presence reflect in Dialpad each time you're in a meeting.
Frequently Asked Questions (FAQs)
What does Dialpad do with access to our Office 365 account?
When you log into Dialpad we access:
- your Basic Profile Information (OpenID, Email, Profile)
- your Contacts (OpenID, Email, Profile)
In addition to this, we have offline access. Offline access lets us access this information anytime to get a refresh token. If we didn't have a refresh token our access would expire in 1 hour, at which point we'd have to have re-authenticate your login every hour.
Incrementally, users can provide consent separately to the following:
- Documents (we only have access when they connect on the sidebar)
- Email (we only have access when they connect on the sidebar)
- Calendar (we only have access when they connect on the sidebar)
- Directory (only if admins choose to provide directory access)
If they do not select to connect their documents, email or calendar with Dialpad then we do not have access to that information.
At Dialpad, we don't take chances with your security. So while you're granting Dialpad access to your accounts, this is solely so we're able to make the API call for the sync and display.
Can I disconnect certain sidebar integrations (Email, Documents, Calendar)?
Sure! Hover over the sidebar integration and click on the Gear icon to disconnect.