Free/Busy Exchange Integration
To utilize the Free-Busy exchange integration feature, your organization's exchange administrator will need to approve the use of the Cadence <> Exchange Free/Busy Integration. To learn more, ask your Cadence representative.
The Microsoft Exchange Free/Busy Integration streamlines the appointment scheduling process by allowing schedulers to see when invitees' calendars have a conflict. This gives internal colleagues a view of your conflicts when scheduling appointments and facilitates only available times to be presented when using the Ask Customer feature.
Key Steps
Using the left-hand menu navigate to the Appointments → My Appointments.
Click on the
+ icon and click Create Appointment.
Under the People section of the appointment form, click on Scheduling Assistant to display the availability view.
Ask Customer Usage
If utilizing the Ask Customer functionality, when your Customer selects a time, the times present times based on their free/busy status (as well as other Appointments or Schedule Items in Cadence).
Required Attendees
When internal attendees marked as Required the system will only present times when all required attendees have no conflicts.
Important Notes
- Details of Outlook events are not visible for anyone, including the Calendar item name, attendees, locations, etc. This integration only provides a free or busy status.
- Busy statuses in Outlook (Busy, Tentative, Out of Office, and Working Elsewhere) show the attendee as busy in Cadence and display an Outlook Conflict in the platform.
- Traveling attendees often add all-day calendar events in Outlook to indicate travel status. To avoid false-positive conflicts, the Exchange/Outlook integration ignores the following conflict types:
- All-day Outlook events
- Outlook meetings 6+ hours in duration
- Events with Free status in Outlook
