Connect Microsoft Office 365 and Dex to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Office 365 to Dex with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Office 365 with Dex - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Office 365.
Add your action
An action happens after the trigger—such as "Create Reminder" in Dex.
You’re connected!
Zapier seamlessly connects Microsoft Office 365 and Dex, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerPolling
- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent FolderRequired
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling- Parent FolderRequired
- Child Folder
Try ItTriggerPolling
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Practical ways you can use Microsoft Office 365 and Dex
Add new Microsoft Office 365 contacts to Dex
As a busy business owner, keeping track of your network is vital. With this Zapier automation, when you add a new contact in Microsoft Office 365, Zapier will automatically create or update the corresponding contact in Dex. This helps streamline relationship management and ensures you're not losing any valuable connections, letting you focus on driving growth.
Business OwnerGet Dex reminders for important calendar events
Project managers often juggle numerous tasks and meetings. With this automation, Zapier can create a Dex reminder shortly before a Microsoft Office 365 calendar event starts. This ensures you're always prepared for critical meetings or deadlines, helping maintain project momentum and organization.
Project ManagementLearn how to automate Microsoft Office 365 on the Zapier blog
Frequently Asked Questions about Microsoft Office 365 + Dex integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Office 365 and Dex
What is Dex and how does it integrate with Microsoft Office 365?
Dex is a personal CRM that helps you manage your relationships and integrates seamlessly with Microsoft Office 365 to sync contacts and calendar events. By connecting Dex with Office 365, you can automate tasks such as importing contacts from Outlook or creating calendar events directly in Dex when an appointment is scheduled in Office 365.
Can I automatically sync my Microsoft Office 365 contacts to Dex?
Yes, our integration allows you to set up triggers that automatically sync your Microsoft Office 365 contacts into Dex. Whenever a new contact is added or an existing contact is updated in Office 365, it can be reflected in Dex without manual intervention.
How do I ensure my calendar events from Microsoft Office 365 appear in Dex?
By using the integration triggers, any event created or updated in Microsoft Office 365 can automatically appear in your Dex calendar. This synchronization ensures that your schedule remains consistent across both platforms.
Is it possible to trigger an action in Microsoft Office 365 from a change made in Dex?
Yes, actions such as sending an email through Outlook or updating a task in Microsoft To Do can be triggered by specific updates made within Dex. For example, adding a new contact or updating information on an existing contact can initiate predefined actions within your Office 365 environment.
Are there any limitations when synchronizing data between Dex and Microsoft Office 365?
While most data types are supported, certain custom fields may not transfer depending on the configurations of both platforms. It's important to check which fields are critical for your workflows and ensure compatibility during the setup process.
What kind of updates between Dex and Microsoft Office 365 are considered two-way sync?
A two-way sync implies that changes made either in Dex or Microsoft Office 365 reflect across both systems. For example, if a contact's information is updated in either platform, these changes will synchronize bi-directionally without needing separate updates on both ends.
How secure is the integration between Microsoft's services and Dex?
We prioritize security by employing industry-standard encryption protocols during data transmission between Dexter platforms and Microsoft services. Regular security audits ensure continuous protection against vulnerabilities.
