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WIDGET

enova365 integration with Outlook: One calendar instead of five systems

Leave, business trips, complaints and quotes from enova365 go straight into Outlook calendars. No need to log in to another module.

Agnieszka Wróbel
Sales department
Tuesday20 October
All
day
Marek Zieliński: business trip, Poznań enova365
Quote: Termo-BudSend by 12:00 enova365
Team meetingRoom 2
Call: Malinowski enova365
Quote: BielmetDiscount to approve by email enova365
enova365entry added automatically, the rest are meetings added by hand

Leave is in HR, the complaint is in CRM, the order is in logistics. And the calendar knows nothing about any of it.

Every team knows the result: missed deadlines, meetings planned with someone who is not there, and the constant question “is he in today?”.

  • HR and Payroll

    Who is on leave, who is on a business trip, who is working from home.

  • CRM

    Complaints with a response deadline, quotes to send, calls to customers.

  • Order management

    Transport orders and the people responsible for them.

  • Mailboxes

    Everything someone forwarded and hoped would not get lost.

Widget Calendar Sync is an add-on for the enova365 system that solves this problem at the source. It automatically transfers leave, business trips, remote work, orders, complaints, quotes and CRM tasks to Microsoft Exchange calendars, which means Outlook on the desktop, in the browser and on the phone. The way you work in enova365 does not change.

What goes from enova365 into the Outlook calendar

Two groups of information: who is available and what needs doing today. Switch event types on and off and see how the team's week changes.

Who is available
What needs doing today

We agree the scope during implementation: which events, departments and calendars are synchronised, and what the entry shows.

Team calendar, 19–23 October From enova365 this week: 17 entries
All
day
Leave: Ewa Nowicka
Remote: A. Wróbel
Remote: T. Lis
Business trip: M. Zieliński, Poznań
Leave: Piotr Kaczmarek
ZT/0412Sosnowiec
Team meeting
Call: Malinowski
RK/233Response due
Quote: Termo-Budby 12:00
Quote: BielmetWholesaler
ZT/0418Radom
Call: Dom Mebli
Weekly review
RK/240Response due
Agro-FolMeeting, Kutno
Quote: Agro-FolAnnual contract
ZT/0425Łódź
RK/241Response due

Fewer missed deadlines, fewer questions about who is at work

And no change of habits. People keep working in enova365 and in Outlook, just as before.

One source of truth about team availability

Visible in the tool everyone already uses. No need to ask on chat or check the schedule with HR.

  • Ewa NowickaOn leave until Wednesday
  • Marek ZielińskiBusiness trip
  • Tomasz LisRemote
  • Agnieszka WróbelIn the office

Nobody copies leave into Outlook

The entry is created automatically once the leave is approved in enova365. Less work and fewer mistakes.

Complaints and quotes do not get lost in the system

The deadline for replying to the customer is in the calendar from the morning. Deadlines are met more reliably, without extra reminders.

Data entered once works in many places

More value from the enova365 you already pay for. HR, CRM and orders feed the calendars of the whole company.

Everyone starts the day from one view

What it looks like in practice, department by department.

At 8:00 the salesperson knows where to start

The calendar shows two quotes to send and a customer call scheduled in CRM. It also shows that the manager is on a business trip today, so the discount gets approved by email instead of waiting outside the manager's door.

Quotes and CRM tasks sit in the calendar next to meetings, with a reminder in Outlook and on the phone.

Agnieszka WróbelTuesday, 20 October
  • Marek Zieliński: business tripPoznań, all dayenova365
  • 9:00Quote: Termo-BudSend by 12:00enova365
  • 11:30Call: PPHU MalinowskiContract renewalenova365
  • 13:00Quote: Hurtownia BielmetDiscount to approveenova365

How the enova365 integration with Exchange works

The add-on reads events from enova365 and saves them as entries in Exchange calendars. It makes sure both sides always match.

Source

enova365

Add-on

Widget Calendar Sync

  • Reads events
  • Creates and updates entries
  • Removes entries after cancellation
Target

Microsoft Exchange

  • Personal and department calendars
  • Outlook on the desktop and in the browser
  • Outlook on the phone

New leave, a moved deadline, a cancelled business trip: every change in enova365 reaches the calendar without any action from the user.

Security and control

  • Permissions from your administratorThe add-on works only within the scope granted to it by your company's administrator.
  • You decide who sees whatSome information can go to the whole team, and some only to the employee and their manager.
  • Labelled entriesEntries from enova365 are easy to tell apart from meetings added by hand.

How a Calendar Sync implementation works

It is run by the Widget team, who know both enova365 and the Microsoft Exchange environment.

  1. 1

    Needs analysis

    We agree which data, departments and calendars the synchronisation will cover.

  2. 2

    Configuration

    We install the add-on in enova365 and connect it to your Exchange server.

  3. 3

    Pilot

    We run the synchronisation in one department and fine-tune the settings.

  4. 4

    Go-live

    We extend the add-on to the whole company.

  5. 5

    Support

    Technical support, updates for new enova365 versions and further event types.

You do not have to implement everything at once. Start with leave only, for example, and add further event types once the team has got used to it.

Questions about the enova365 calendar in Outlook

Is your question not here? Call +48 22 100 36 25 or write to enova@widget.pl.

Updated:

How do I synchronise enova365 with the Outlook calendar and Microsoft Exchange?

The Widget Calendar Sync add-on integrates enova365 with the Outlook calendar and Microsoft Exchange. WIDGET installs it in enova365 and connects it to your company's Exchange server. From then on, leave, business trips, remote work, transport orders, complaints, quotes and CRM tasks go automatically into the Outlook calendars of the right people and departments. Employees keep working in enova365 as before, with no copying of data and no extra module to log in to.

Which enova365 data can be transferred to the Outlook calendar?

Calendar Sync transfers two groups of data from enova365 to the Outlook calendar. The first is people's availability: leave and other absences, business trips and remote work from the HR and Payroll module. The second is tasks to do: transport orders from order management, complaint response deadlines, quote tasks, and meetings and calls from CRM. During implementation you choose the event types, departments and calendars, and what each entry shows.

How do I show leave from enova365 in the whole team's Outlook calendar?

Leave from enova365 reaches the whole team's Outlook calendars through the Calendar Sync add-on. For every leave request approved in enova365, the add-on creates an “Out of office” block in the employee's calendar, which the team sees when planning meetings and in the Outlook Scheduling Assistant. If the company wants, the leave also goes into the shared department calendar. HR does not have to send emails about absences.

Does Calendar Sync synchronise enova365 with Outlook in both directions?

No. Calendar Sync sends data one way: from enova365 to the Outlook calendars. When leave in enova365 is moved or cancelled, the Outlook entry moves by itself or disappears. Editing an entry in Outlook does not change the data in enova365, so HR and CRM data, such as leave or a complaint deadline, does not change by accident.

Will colleagues see the reason for an absence from enova365 in Outlook?

That depends on the Calendar Sync settings. The team can see just “unavailable” in Outlook, while the details, such as the type of absence from enova365, stay in the calendars of the employee and their manager. You choose the visibility settings during implementation, and the add-on works only within the permissions granted by your company's administrator.

Does Calendar Sync work with Microsoft 365 and Exchange Online?

Calendar Sync saves entries from enova365 in the Microsoft Exchange calendars that Outlook uses. Whether your company runs Exchange in its own server room or Exchange Online in Microsoft 365 is something we check at the start of the implementation, during the needs analysis. Write to enova@widget.pl and tell us which version your company uses, and we will reply with how we will connect enova365 to it.

Are enova365 entries visible in Outlook on a mobile phone?

Yes. Entries from enova365 are visible in Outlook on a mobile phone because Calendar Sync saves them in the Microsoft Exchange calendar. They appear wherever the employee uses Outlook: in the desktop program, in the browser and in the mobile app, together with reminders. Entries from enova365 are labelled, so they are easy to tell apart from meetings added by hand.

Can we start the Calendar Sync implementation with leave only?

Yes. A Calendar Sync implementation can start with leave and absences only, in one department, and business trips, complaints or CRM tasks can be added once the team has got used to it. The whole implementation has five stages: needs analysis, configuring the add-on in enova365 and connecting it to the Exchange server, a pilot in one department, roll-out to the whole company, and ongoing support.

How much does integrating enova365 with the Outlook calendar cost?

The cost of integrating enova365 with the Outlook calendar depends on the scope of the Calendar Sync implementation: the number of users, event types and calendars covered by the synchronisation. We prepare the cost estimate free of charge and with no obligation, and you receive the scope and cost of the implementation in writing. You can book a short demo on your company's data on +48 22 100 36 25 or at enova@widget.pl.

Who implements Calendar Sync for enova365?

The Calendar Sync implementation is carried out by WIDGET from Warsaw, an authorised Soneta enova365 partner that has been supplying IT systems to companies since 1999. The WIDGET team knows both enova365 and the Microsoft Exchange environment. It installs and configures the add-on and runs the pilot, and after implementation it provides technical support, updates for new enova365 versions and further event types.

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Demo

See Calendar Sync on your own company's data

We will prepare a short demo and propose an implementation scope tailored to your organisation. Prefer to write? enova@widget.pl

  • The cost estimate is free and does not commit you to a contract
  • You receive the implementation scope and cost in writing
  • WIDGET Monika Karolak, ul. Stefana Dembego 10/32, Warsaw
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