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CRM 4.0 and Outlook Calendar RRS feed

  • Question

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    Our organization would like to have the ability to go into someone else's Outlook calendar (for ex: assistant to sales person) and link the sales person's activities into the sales person's CRM activities.

     

    i..e Ms. Smith has access to Mr. Jones' outlook calendar. Ms. Smith goes in Mr. Jones outlook calendar and see's (or adds) an sales meeting.  Ms.Smith wants to link the sales meeting to Mr. Jones activities in CRM (i.e Mr. Jones would be the owner).

     

    Is this possible? We tried it with CRM 3.0 and the Outlook plugin but had no luck.

     

    Any suggestions welcome.

     

    Thanks!

    Tuesday, September 9, 2008 7:12 PM

Answers

  • You cannot track activities from someone else's calendar--they have to be on your calendar.

     

    If Ms. Smith has a sales meeting that needs to go on Mr. Jone's calendar, the best thing for her to do is to create the appointment in CRM, Make Mr. Jones an attendee or the owner, and then it will show up on his outlook calendar.

     

    Sunday, October 12, 2008 7:30 PM
    Moderator