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The Outlook tab within CyDesk Manager contains a list of the Outlook integration profiles. A new profile can be added by clicking on the ‘Add’ button, and an existing one can be deleted by clicking on the ‘red bin’ icon.
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Incoming Calls
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The ‘Integration’ setting must be changed to Outlook and the profile can be selected from the ‘Profile’ drop down list in the Agent configuration screen as shown below.
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Both CyDesk and Outlook must be running for this integration to work.
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CyDesk Outlook Integration does not automatically use every possible Contact folder in a user’s Outlook. By default, it will only use the ‘Contacts’ folder. To use contacts from folders other than the ‘Contacts’ folder, run the OutlookFolderSelector.exe application which can be found in the installation folder for CyDesk.
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This application allows the agent to select any other Contact folders that are to be used. The ‘Contact’ folders are shown in Bold font. Simply check the folders that contain the contacts you wish to integrate. The next time you restart CyDesk, the contacts inside the selected folders will be used as part of the Outlook integration.
This is a local setting that applies only to the local workstation and must be repeated if agent has multiple workstations.
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Updated Outlook Calendar Integration with Office 365
Office365 credentials with access to everyone's calendar are required to set up Calendar profile