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Any way to automatically promote an appointment created in your mobile phone to CRM? without the App? RRS feed

  • Question

  • Any way to automatically create an appointment created on your mobile phone to show up in CRM? without the App?

    You can hit "track" for appointments created in Outlook and then it will show up in CRM.

    However, for mobile phones, for appointments/meetings created on your phone (without the App), is there a way to do this?

    Friday, May 2, 2014 7:36 PM

Answers

All replies

  • Yes. If you have CRM 2013 On-Prem and Exchange On-Prem, then you can set up Server Sync between CRM and Exchange, and then you can configure the sync to handle all this kind of synchronization.

    CRM Online and Exchange Online will be gaining this capability shortly.


    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Saturday, May 3, 2014 2:10 PM
  • No unfortunately there is no way of doing this at the moment since until the appointment is tracked, Server Side sync will not do anything with it - Server side sync will only sync appointments that have already been tracked or created in CRM directly - see Jukka's excellent article on the subject - http://niiranen.eu/crm/2014/03/synchronization-vs-tracking-understanding-activity-management-options-dynamics-crm/

    Hope this helps,

    Scott


    Scott Durow
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    Saturday, May 3, 2014 6:01 PM
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