Morningstar AdviserLogic + Microsoft Outlook
Start new or updated Microsoft Outlook calendar events to add/update Morningstar AdviserLogic diary events
Keep your advisory work in order with seamless scheduling between Microsoft Outlook and Morningstar AdviserLogic. This workflow springs into action whenever a calendar event begins in Microsoft Outlook and directly updates or adds the event to the AdviserLogic diary. Enjoy a streamlined process that saves time and ensures you never miss an important date in your advisory role.
Keep your advisory work in order with seamless scheduling between Microsoft Outlook and Morningstar AdviserLogic. This workflow springs into action whenever a calendar event begins in Microsoft Outlook and directly updates or adds the event to the AdviserLogic diary. Enjoy a streamlined process that saves time and ensures you never miss an important date in your advisory role.
- When this happens...Calendar Event Start
Triggers at a specified time before an event in your calendar starts.
- automatically do this!Add/Update AdviserLogic Diary Event From Microsoft Outlook Ca...
Triggers when a new event is added in dairy.
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