By integrating Dialpad with your Office 365 productivity suite, you're able to collaborate with your team from anywhere.
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, 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).
Shared Events, Emails, and Docs
Start chatting with a contact and need to pull up the last email exchanged? Just expand the profile sidebar to view any shared events (Office Calendar), emails (Outlook), or docs (OneDrive).
What syncs to Dialpad?
At this time we sync:
- First Name
- Last Name
- Phone Number*
*Email/Phone #s removed in Office 365 will still display in Dialpad.
If you want what displays in Dialpad to display in Office 365, make your changes in Dialpad. When we push a sync, these details will overwrite your Office 365 records.
How often is Dialpad syncing?
Every time you open a contact to place a call or send a message, we sync with Office 365. Keep in mind that changes may have a short delay before displaying in Dialpad.
Why is the same person coming up twice in my search results?
If your Office 365 contact was recently “used”, your contact may show up more than once in your search results.
- If you created a duplicate contact (meaning you created an account in Dialpad that already existed in your Outlook account)
- If you have a personal Outlook contact that is also a Dialpad user
This happens because we search both Office 365 and Dialpad at the same time to pull your search results.
If I delete a contact in Dialpad, will it delete it out of Office 365?
Do you sync with shared contacts?
No, just your Company Directory (your Dialpad team and invited users) and your personal contacts.
Is it a two-way sync?
For the most part. Here are the scenarios:
- Adding a new contact
- Removing a contact
- Edit a contact’s First or Last Name
When editing a contact’s phone # or email address in Office 365, you’ll see the edited phone # and email address added to their Dialpad profile (in addition to their previous phone # or email address).
The only way to remove this is to edit the contact in Dialpad. That will overwrite the changes in Office 365.
What if someone calls me who I don’t have saved as a contact?
When you receive a call, we search through your contacts to see if we can find a matching #. If we can, we’ll show that name on the caller ID.
If we can’t, we’ll create a contact with that number in both Dialpad and in Office 365.