problem about : outlook offline appointment CRM fileds in crm 2011
Question
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May be this a complex problem ,I 'll try to present clearly.
Out company 's feature : there have a self-define entity , named "sales log" ,which contain sale's daily log.
and original designer ,put appointment entity to be a child which belongs to "sales log".
it ok.
but ,When i try to deployment offline crm with outlook, a serial problem emerged-- outlook and ie total different.
and ,we cannot sync data between outlook and crm.
some factors ,i know:
1) appointment is a system embed entity. It have 3 froms: main, mobile ,and date appointment form . I 'd try to delete useless appointment form ,but ,crm denied.
2) in our crm system , user cannot view appointment directly, they just deal them in out self-define entity : "sales log".
3) So, to add a appointment just by sub-grid menubar(in virtual Ribbon editor).
4) Problem is : in outlook ,to add a appointment , it pop up a new date form, and you have to push "crm fileds" button.
and , in the "crm field" form ,some self-define fields of [ appointment entity] missinged!!!???
5) so I modify appointment ' date appointment form , make main form same with date form. and publish it .
6) extremely stranged, nothing changed! the crm fields in outlook enviroment still missing those filed.
relation about 2 entities
correct in web
wrong in outlook.
some on can point how can i deal this.
All replies
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wrong in outlook.
some on can point how can i deal this.
