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How to selectively synchronize appointments from CRM to Outlook? RRS feed

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    I got a customization requirement that appointment activities in CRM need to be filtered before they are synchronized to Outlook calendar.
    Any hints?
    Tuesday, June 23, 2009 2:24 AM

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    Only appointments owned, organized or where user is set as required are syncronized to the users calander. 

    If your requirement is to somehow review or approve an appointment before it is syncronized I recommend that you do not set these fields for the appointment untill it is ready to be syncronized.


    Hassan.

    Hassan Hussain | http://hassanhussain.wordpress.com/
    • Proposed as answer by Hassan Hussain Tuesday, June 23, 2009 10:10 PM
    • Marked as answer by Enih Thursday, June 25, 2009 3:06 AM
    Tuesday, June 23, 2009 10:10 PM
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    You could assign "Under Review" appointments to a system user responsible for approving appointments. 
    Once the appointment has been approved it could then be assigned to the correct user for syncronization.

    H.
    Hassan Hussain | http://hassanhussain.wordpress.com/
    • Marked as answer by Enih Thursday, June 25, 2009 3:06 AM
    Wednesday, June 24, 2009 9:28 AM

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    Only appointments owned, organized or where user is set as required are syncronized to the users calander. 

    If your requirement is to somehow review or approve an appointment before it is syncronized I recommend that you do not set these fields for the appointment untill it is ready to be syncronized.


    Hassan.

    Hassan Hussain | http://hassanhussain.wordpress.com/
    • Proposed as answer by Hassan Hussain Tuesday, June 23, 2009 10:10 PM
    • Marked as answer by Enih Thursday, June 25, 2009 3:06 AM
    Tuesday, June 23, 2009 10:10 PM
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    Only appointments owned, organized or where user is set as required are syncronized to the users calander. 

    If your requirement is to somehow review or approve an appointment before it is syncronized I recommend that you do not set these fields for the appointment untill it is ready to be syncronized.


    Hassan.

    Hassan Hussain | http://hassanhussain.wordpress.com/

    So if I didn't want an appointment to be synchronized to outlook calendar, I should clear all its three attributes you mentioned, right?

    Could you please explain more about where I can set 'owned', 'organized', and 'required' attributes?

    What are the logical names of those attributes if I need to set them via CRM API?

    Thanks,
    Enih
    Wednesday, June 24, 2009 2:27 AM
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    These are attributes of the appointment record.

    Owned = Owner. (Appologies for the typo. got my R and D mixed up.) It is a lookup on the details tab of the appointment form.
    Organized = Organizer. it is a lookup on the details tab of the appointment form.
    Required = Required. It is a lookup on the appointment tab of the appointment form.

    You should be able to set these via the MS CRM webservice calls.

    And yes. If you clear these fields out the user will not see the apponitment syncronized to their outlook calander.

    Hassan.



    Hassan Hussain | http://hassanhussain.wordpress.com/
    • Marked as answer by Enih Wednesday, June 24, 2009 8:23 AM
    • Unmarked as answer by Enih Wednesday, June 24, 2009 8:58 AM
    Wednesday, June 24, 2009 7:38 AM
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    Great. I'll try it.

    Thanks!
    Wednesday, June 24, 2009 8:24 AM
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    I forgot that Owner is a business-required field, and if I cleared it out, I would not find it in my activity view. Any ideas?
    Wednesday, June 24, 2009 8:57 AM
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    You could assign "Under Review" appointments to a system user responsible for approving appointments. 
    Once the appointment has been approved it could then be assigned to the correct user for syncronization.

    H.
    Hassan Hussain | http://hassanhussain.wordpress.com/
    • Marked as answer by Enih Thursday, June 25, 2009 3:06 AM
    Wednesday, June 24, 2009 9:28 AM
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    Thanks.
    Thursday, June 25, 2009 3:06 AM