Appointments in Outlook not showing up in CRM activities?

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  Assuming that you are connected to CRM using outlook client:

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  Open the appointment from calender in your outlook. click on Track/Track in CRM depending on the CRM version you are using. This will create an Appointment activity in CRM. but will not link the appointment to a particular CRM record.

  To link this appointment to a particular CRM record (e.g. contact, account, case..etc..) click on Set Regarding and select more. Search for the record in look up dialog box, select and add.

  refer to link:

  http://www.microsoft.com/en-US/dynamics/crm-customer-center/track-outlook-appointments-in-crm-for-outlook.aspx

  • Proposed as answer by Jithesh Karumampatty Kalam Wednesday, January 28, 2015 9:44 PM

  Wednesday, January 28, 2015 4:55 AM
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  Thanks for the reply!

  Is there no way that Outlook synchronizes appointments with CRM by scanning the client´s e-mail. Do I always have to hit TRACK or SET REGARDING for CRM to pickup the appointment? 

  I was hoping this process would be automatic like with the incoming and outgoing e-mails.  They always show up in activities automatically.

  Thanks,

  Gylfi Aron

  Wednesday, January 28, 2015 6:24 PM