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Dex’s integration with Microsoft Outlook and Office 365 gives you a powerful way to stay on top of your relationships—faster syncs, smarter updates, and workflows to save you time. By connecting your Outlook account, you can:
  • Automatically update the last interaction based on emails and calendar events
  • View relevant calendar events and email threads for each contact
  • Search across multiple calendars and email subjects
  • Add notes to calendar events with ease
  • Send email straight from Dex: open a Contact, click Actions › Send email, and compose/send without leaving Dex.
  • Enable auto-add: automatically add people you email or meet moving forward
💡 Dex Professional Required: Outlook sync is available only on the Dex Professional plan.

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What’s New?

  • Real-time sync: Emails and calendar events are reflected on Dex almost instantly.
  • Auto-add workflow: Automatically create Dex contacts for people you email or meet (forward-looking only).
  • Send emails from Dex: Open a contact → click Actions › Send email to compose directly from Dex.
  • Smarter contact linking: Dex matches contacts based on email address or calendar attendee name.

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Getting Started

1

Go to your Sync & Integrations page

From the home page, click the dropdown icon at the top-right corner and choose Sync & Integrations.
Menu Sync
2

Connect your Outlook Account

Under Outlook, click Connect Account and follow the Microsoft login prompts.
Sync Google
Note: If you are not on the Professional plan, you will be prompted to upgrade to enable this integration.

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Email Sync Details

  • Clicking on an email in Dex will open Outlook Web (https://outlook.office.com/mail/).
  • Unlike Gmail, Outlook links may not open the specific thread directly due to platform limitations, but will take you to your inbox.
If you don’t see any emails, confirm that the contact’s email address is saved in their card and reconnect the sync if needed.

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Calendar Sync Details

  • Dex shows relevant events where the contact’s email is listed as an attendee, or where their name matches the calendar invite.
  • Dex syncs the primary calendar for each connected Outlook account.
    Cal Time
  • You can add notes to calendar events directly within Dex.

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Things to Know

  • Dex Professional: This feature requires a Dex Professional subscription.
  • Initial sync may take a few minutes; after that, changes sync almost instantly.
  • Works with Outlook.com and Office 365 accounts.
  • You can manage multiple Outlook accounts from the same Sync & Integrations page.
  • You can set a Primary Account to handle default email workflows and agent interactions if you have multiple accounts connected.