Outlook 365 Calendar integration for vCIO Process Meetings

Outlook 365 Calendar integration for vCIO Process Meetings

To facilitate keeping track of client meetings, you can push a vCIO Process Meeting straight to your Outlook 365 Calendar and invite attendees exactly as if you had created the meeting invitation directly from Outlook.

Watch the following video for a presentation of the feature:


This is available as a option when you click on the "Schedule" button for a meeting item.

Necessary Authorization

Before your can push to your Outlook 365 Calendar, you must authorize Propel Your MSP to access it on your behalf.




If the meeting date and time are later updated in Outlook, you can sync the changes back to Propel from the meeting's detail modal window:

Questions or Feedback

If you have any question about this new feature or want to provide feedback, please contact support@propelyourmsp.com.

    • Related Articles

    • How to reset a Company's vCIO Process to the Account Master template?

      A Company's vCIO Process can be customized to differ from the Account's Master Template. To reapply the Account's default template and remove any customization, do the following: Delete (not Cancel) all items Temporarily change the Company's vCIO ...

    • How to setup a vCIO Process?

      Setting up a vCIO Process can be a bit tricky, we know. This guide will help understand how to set it up the way you want. Steps The very first thing you need to do is define (with a pen and paper) what you want to have as a process, so: 1) Define ...

    • Notifications to vCIO / Account Manager

      Propel Your MSP can send notifications to your vCIOs and/or Account Manager provided they have an account on Propel and are associated to a Company. Note: Propel Your MSP never emails anything to your customers Notifications: Event Possible ...

    • ConnectWise Manage Integration error "You do not have security permission to perform this action."

      Are you are seeing this error about your ConnectWise Manage integration when signing in to Propel Your MSP? The reason is because in ConnectWise Manage v2020.4, a new "Table Setup" security permission, introduced in v2020.3 has started throwing the ...

    • 15-minute Demo / First Look

      Propel Your MSP has three main modules or areas: Budget & Project Roadmap IT Audits (or Risk Assessments) vCIO Process (tracking)