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Outlook client 4.0 on a PC with no domain or exchange server RRS feed

  • Question

  •  

    I believe that I should be able to install the Outlook client on any pc that has Outlook, even free-standing, and use it like any other.

     

    I have a user who enters an appointment (no exchange server just into Outlook) and clicks to track in CRM and it never shows up in CRM.

     

    I think there is a bigger problem but I just want to know that my expectations are proper.

    Monday, January 12, 2009 10:11 PM

Answers

  • Sorry I meant the Synchronization tab Smile If on the sync tab you have 'Appointments I'm attending' ticked they should be coming down to Outlook.

     

    Leon Tribe

    Want to hear me riff on about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

     

    Tuesday, January 13, 2009 12:15 AM

All replies

  • Well you need a domain otherwise CRM will not know who you are and won't let you in but no, you do not need Exchange.

    First of all, tracking is asynchronous, that is, it is not instantaneous. The first thing to do would be to go to CRM-Sync with CRM option. This will force a sync and give you nice messages on what is happening.

    The second thing to check is whether you are relating that appointment to another record otherwise it may be a little tricky to find in CRM.

    Leon Tribe

    Want to hear me riff on about all things CRM? Check out my blog

    http://leontribe.blogspot.com/
    Monday, January 12, 2009 11:41 PM
  • Well, yes there is a domain in the company where the employees have Exchange facilities but, this is a contractor who has no enterprise of her own merely a laptop with Office, email via a service provider and an account on our Active Directory.

     

    And appointments made and tracked on her Outlook don't show in CRM nor to those made in CRM find their way to her Outlook -- even after synchronizing.

     

    This is not the expected behavior, right?

     

    Monday, January 12, 2009 11:48 PM
  • OK, so the contractor must have a domain account though and be set up in CRM, otherwise they wouldn't be able to connect and track. for appointments coming down, make sure the General tab in options has appointments ticked.

    Leon tribe

    Want to hear me riff on about all things CRM? Check out my blog

    http://leontribe.blogspot.com/
    Monday, January 12, 2009 11:58 PM
  • As that particular setting only has to do with which form, Outlook or Dynamics, opens when one clicks [New], you are suggesting that she just never use the Outlook appointment form.

     

    That's not really on topic but, good advice for those who have no need for the Outlook functionality.

     

    Tuesday, January 13, 2009 12:12 AM
  • Sorry I meant the Synchronization tab Smile If on the sync tab you have 'Appointments I'm attending' ticked they should be coming down to Outlook.

     

    Leon Tribe

    Want to hear me riff on about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

     

    Tuesday, January 13, 2009 12:15 AM