Before a buying-group meeting
Review who is on the invitation. If procurement or a technical stakeholder has joined, prepare the questions you need answered by that person.
Outlook CalendarKeep your Microsoft meetings in view.
Your Outlook Calendar can supply the meeting schedule in SalesViking. Check the invitation, the people involved and the link before you join.
Available connection
Outlook Calendar is an available connection. Calendar access does not include Outlook mail or the wider Microsoft 365 workspace.
Go from the account review to the right invitation.
A buyer booked the follow-up in your Microsoft calendar. Open the agenda to see who is invited and where to join.
Outlook CalendarWho is joining the rollout review?
Meeting
Northstar · rollout review
- Time
- Thursday, 14:00–14:45
- Attendees
- Maya Chen, Alex Rivera and you
- Join link
- The link from the Outlook invitation
Source to checkOutlook Calendar example invitation
Illustrative sources for the fields above. All customer details are fictional.
- Outlook invitation
- Northstar · rollout reviewShown in the “Meeting” field above.
- Invitation time
- Thursday, 14:00–14:45Shown in the “Time” field above.
- Invited attendees
- Maya Chen, Alex Rivera and youShown in the “Attendees” field above.
- Invitation join link
- The link from the Outlook invitationShown in the “Join link” field above.
Use your own records and check the source before carrying a detail into a customer conversation.
When this helps
On a day split across accounts
Use the agenda to see the next meeting’s attendees and join link. Those details help you switch from one customer conversation to the next.
Before your next call.
Open Settings, then Integrations in the Mac app. Choose Outlook Calendar and authorize the account you use for meetings. Check the resulting agenda before your next call.
Explore AskKeep the scope in view
A calendar connection does not provide email access or record calls by itself. Mac call capture has its own audio permissions, and the planned Microsoft 365 connection is listed separately.
See the current plansA few things
you might ask.
Does this read my Outlook email?
No. The available connection is Outlook Calendar. Outlook mail activity belongs to the planned Microsoft 365 connection.
What is available today?
Outlook Calendar is an available connection. Calendar access does not include Outlook mail or the wider Microsoft 365 workspace.
How do I get started?
Open Settings, then Integrations in the Mac app. Choose Outlook Calendar and authorize the account you use for meetings. Check the resulting agenda before your next call.
What should I know about the scope?
A calendar connection does not provide email access or record calls by itself. Mac call capture has its own audio permissions, and the planned Microsoft 365 connection is listed separately.
Related tools
Never sell alone.
Start with call notes on your Mac. Choose the connections that fit your work.
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