CRM outlook appointments sync RRS feed

  • Question

  • When you sync appointments to CRM outlook, can you filter to get only linked appointments or will sync move all appointments to CRM? I'm also having a case of duplication, the same appointment entered several times though sync
    Monday, March 24, 2014 8:19 AM

All replies

  • Only appointments you track will be sent to CRM. When you sync, any of your appointments in CRM that are not already synced to your outlook will be synced.

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    Wednesday, March 26, 2014 6:49 AM
  • You can modify the filters used by Outlook to synch different records. By default, any Appointments you are a participant in (eg required attendee) will get synched, but you could change this.

    So an Appointment created in Outlook and tracked to CRM will be synched up to CRM and then the Outlook and CRM records will stay in synch, eg if you change the time of the Appointment in either the other will reflect this.

    If you create an Appointment in CRM at which you are an attendee, this will synch to Outlook (for all users who are attendees). These will also stay in synch.

    Hope this helps.
    Adam Vero, Microsoft Certified Trainer | Microsoft Community Contributor 2011
    UK CRM Guru Blog

    Wednesday, March 26, 2014 10:21 AM