Outlook 7 Calendar synching with CRM 4 Calendar RRS feed

  • Question

  • As an end user of both tools is there a way for me to synch both calendars so I don't have to enter calendar activities twice.

    Thursday, June 11, 2009 2:41 PM


  • Rob,
    Are your CRM Activities making it to your Outlook calendar, but Outlook related items not updating CRM?

    Your CRM Activities should sync up to Outlook if options are set-up right.  

    The easy way I was told was the CRM/Vegas idea "What happens in Outlook, stays in Outlook".   If you create an Appointment/Task in Outlook, you need to use the Track in CRM function.  Remember, this won't immediately update (minimum is every 15 minutes) unless you go to CRM > Synchronize with CRM; after this is done, you will see your Outlook created item on your CRM calendar.
    Monday, June 15, 2009 6:48 PM