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Adding Fields to Outlook Appointment record + Microsoft Dynamics CRM 4.0 RRS feed

  • Question

  • Has anyone has success adding fields to Outlook that will mimic fields added to the appointment record in Microsoft CRM?

    I've modified the appointment record in Microsoft Dyanmics CRM 4.0, by adding a few new fields to capture additional informtation.  I would like to add the same fields to the outlook appointment record, and also allow for those feilds to synchronize back and forth.
    Has anyone had success doing this, and if so, how?

    Thanks,

    Tuesday, February 23, 2010 3:01 PM

Answers

  • Unfortunately, the fields that are synchronized between Microsoft Dynamics CRM appointments and Outlook appointments are hard-coded into the application and cannot be configured. Page 12 of the Microsoft white paper confirms this bad news.

    But if you really wanted to go for it, you could build a custom application/Outlook addin that enhanced the Outlook appointment form with data pulled from CRM. We used to take this kind of approach with CRM 3.0 to sync the Outlook contact's Company field with the CRM contact's Parent Customer field, but it was a headache to develop, rollout and support for such a small benefit.
    • Marked as answer by Jim Glass Jr Tuesday, February 23, 2010 5:36 PM
    Tuesday, February 23, 2010 5:19 PM
    Moderator

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