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CRM and Outlook calander RRS feed

  • Question

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    Since CRM dynamics uses Outlook does it use the Outlook calendar when  assigning appointments and tasks . Basically what I am looking at is , if I go to the CRM and set an appointment to a specific Lead , it should appear on the outlook calendar as well . Currently it doesn’t appear what should be the reason for this . Is there any configuration or a button to be triggered .

     

    Thanks

    Sahan

    Thursday, June 26, 2008 1:39 AM

Answers

  • I am sure you have checked the " appointment  i am attending"  in "synchronize microsoft crm items with my default outlook folder".

     

    create an appointment and then choose "Lead " in required lookup field  .

     

    In outlook click on CRM and then sycnhronize with CRM  and see if it appears in outlook .

     

     

    Thursday, June 26, 2008 12:07 PM