This article will serve as a guide on how to set up and use the brand new Microsoft Office 365 calendar integration that has replaced the old Microsoft Exchange integration.

The Microsoft Exchange sync has been deprecated as of October 1, 2022. All users will need to update to the Office 365 sync before January 1, 2023, or your calendar events and tasks will no longer sync now that Microsoft has disabled the basic authentication access.

Prior to connecting the new integration, we recommend performing an export of your PracticePanther Outlook calendar for data backup purposes. You can find instructions on how to do so below.

Resources

1. Navigate to PracticePanther and once logged in, refresh the page.

2. Click on your "Name" in the upper-right corner of PracticePanther, and then click on "Settings".

3. Click on "Calendars, Tasks and Contacts" under "Integrations" on the left hand side, then click "Activate Sync" on the Microsoft Office 365 section.

4. Fill in your Office 365/Outlook credentials as needed then click "Next".
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5. Click "Yes" at the bottom of the following prompt to allow PracticePanther to access your Office 365/Outlook account.
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6. Once you are brought back to PracticePanther, ensure all of your sync settings are set correctly, then click "Save".
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7. You will then be redirected to the integration page, and your Office 365 should appear the same as the image below.
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8. Your calendar will appear below in your Office 365/Outlook account denoted as "PracticePanther" and the email of the PracticePanther account that is connected to it, as shown below.
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If you were connected to the Exchange integration previously, the old Office 365 integration calendar in your Outlook account will be marked as “Archived” and will no longer link to PracticePanther

This new calendar will be the calendar to use going forward. The integration requires the use of this new calendar to push events and tasks back to PracticePanther.
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Functionally, the new Office 365 integration will operate in the same way as the old Exchange integration.

For any questions, feel free to reach out to us here: support@practicepanther.com
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Enjoy!