Overview

Connect Your Office 365 Account
​Which Meetings Appear in Your Outreach Calendar?

What Can You Manage From the Outreach Calendar?

What Will Clients See?

Remove a Meeting From Fynancial or Cancel It Entirely

Meetings That Require Attention

Troubleshooting

Outlook remains where you create and manage the meeting. Once synced, Fynancial gives you another place to view the meeting, connect it to active contacts, and surface meeting details to clients in the app.

With the integration connected, you can:

The Office 365 integration must first be enabled for your firm. If you do not see the integration, contact your Fynancial team.

Each advisor connects their own Office 365 account.

To connect:

Once connected, eligible Outlook meetings will begin appearing in your Outreach Calendar.
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Meetings must first be created in Outlook.

For an Outlook meeting to sync to your Outreach Calendar, you must be the organizer of the meeting.

Meetings where you are only an attendee do not sync through your Office 365 connection.

For synced meetings, Outlook remains the source of truth for:

These details are read-only in Fynancial. To reschedule a meeting, make the change in Outlook.
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You can add or remove attendees from either Outlook or the Outreach Calendar. Attendee changes sync between the two systems.
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Fynancial identifies attendees based on your firm’s contacts:

Email notifications related to attendee changes are sent from Outlook, even when you make the change from the Outreach Calendar.
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When an active client is included on a synced meeting, the meeting becomes part of their app experience.

Clients can:

You keep creating and managing the meeting in Outlook. Fynancial brings the meeting into the client app so they know what’s coming and how to join.
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There are two different ways to remove a synced meeting, depending on what you want to happen.
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If you do not want a meeting to appear in the client app, remove it from the Outreach Calendar.
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The meeting will no longer be visible in Fynancial, but it will remain on your Outlook calendar.
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Use this when the meeting should stay on your calendar but does not need to be available to the client in the app.

If the meeting itself should be canceled or deleted, make that change in Outlook.

Deleting the meeting in Outlook also removes it from the Outreach Calendar.
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A synced meeting is marked Requires Attention when Fynancial cannot match any attendee to an active contact in your firm.
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Use the Requires Attention filter in the Outreach Calendar to find these meetings.

The warning clears once at least one active Fynancial contact is added to the meeting.
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Confirm that the meeting was created in Outlook and that you are the organizer. Meetings where you are only an attendee do not sync through your Office 365 connection.

Fynancial could not match the attendee to an active contact in your firm.

None of the attendees are currently recognized as active Fynancial contacts. Add at least one active contact to the meeting to clear the warning.

Meeting scheduling is controlled by Outlook. Make changes to the date or time directly in Outlook.

Remove the meeting from the Outreach Calendar. The meeting will remain on your Outlook calendar.

Cancel or delete the meeting in Outlook. It will also be removed from the Outreach Calendar.