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I will like to get the Companyname, Street 1, Street 2, Postal Code and City sync into the appointment in my Outlook. RRS feed

  • Question

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    When I made a new Appointment on one off my Accounts or Contacts. I will like to get the Companyname, Street 1, Street 2, Postal Code and City sync into the appointment in my Outlook.

     

    Friday, September 26, 2008 8:38 AM

Answers

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    Are you making the appointment in CRM or tracking the appointment from Outlook?

     

    If so, you might be able to use a workflow that runs when an appointment is created to copy the details you want from the regarding object of the appointment into the description area of the appointment.

     

     

    Sunday, September 28, 2008 6:40 AM
    Moderator