Microsoft 365 / Outlook
Outlook email and calendar for job planning
Use shared job messages and calendar information to prepare replies and clear schedule notes.
Check tomorrow’s jobs
Read the configured calendar feed or supplied schedule to list the next visits and missing confirmations. Start with Check tomorrow’s jobs.
Draft a time change
Separate proposed and confirmed times in customer and crew drafts. The dispatcher updates the original Outlook or job-system booking. Start with Draft a time change.
Answer a job email
Use the thread you forward to ask useful scope questions. Inspect newer messages before using the draft. Start with Answer a job email.
What you provide
For calendar reading, provide the approved private calendar link during setup. For email drafting, forward only the needed thread. Broader Microsoft account access needs a separate sign-in and permissions review, and your organization may need to allow sharing. Never text credentials.
Limits to know
The existing calendar feed is read only and may lag behind changes. It is not Outlook mailbox access. Microsoft sharing roles and organization rules determine visibility. CrewBuddy cannot move an event through the feed or send a customer email merely because a calendar was shared.
Sources: Microsoft: calendar sharing
Setup in 3 steps
Use shared job messages and calendar information to prepare replies and clear schedule notes.
- Choose a calendar feed or a specific forwarded email.
- Confirm the permitted calendar and organization sharing settings.
- Check one visit or reply against the current source.