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Sales- MS 365 integration — Cloud Customer Connect
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Sales- MS 365 integration

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Summary:

Need clarity on following points.


What should I know when implementing the Microsoft 365 Add-In?

Here are some important things you should keep in mind when implementing the Microsoft 365 add-in:

  • Don't connect a single Microsoft email account to two instances of the sales application. This can cause data to get cross-synchronized between the two sales application instances.
  • Don't use the same email account against different pods, such as your stage environment and your production environment.


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I'm integrating Sales and MS 365 and I came across this points. Can someone clarify what exactly this mean?

when it says don't connect a single account to 2 instances, where is this mapping happening? all we are supposed to do is to register test and production pods separately? does this mean test pod is to be registered from [email protected] and prod from [email protected] MS accounts respectively?

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