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Missing Appoinments in Outlook

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Track in CRM for Appoinments

This question has suggested answer(s)
The One
Posted by
on 27 Oct 2008 4:59 PM

How to Dissable the "Track In CRM" feature for Appoinments created in the CRM and synced to the outlook calander
All Replies
  • Leon Tribe
    Posted by
    on 27 Oct 2008 5:53 PM
    In the user options (CRM-Options). On the general tab you can turn off what gets synched between CRM and Outlook. Turn off the 'Appointment' option and it should stop synching. Leon Tribe
    microsoft dynamics crm CRM 4.0 CRM setup CRM CRM 3 CRM 3.0 activities dynamics CRM 4 Microsoft CRM 3 Microsoft CRM 4 crm 30 4.0
  • The One
    Posted by
    on 27 Oct 2008 6:05 PM
    This will stop synching the appoinments. I want the appoinments to sync but on the same time to turn off "Track in CRM"
  • Itzik
    Posted by
    on 7 Mar 2011 5:59 PM

    I also found this problem as very annoying!! The actual problem is that you can not revert the "Track In CRM" button AFTER you have saved the Appointment. When re-opening an Appointment after being saved with "Track In CRM" you only have "Show in CRM" button. You can not set the Appointment back to be WITHOUT "Track In CRM" . BUT, if you set "Track In CRM" and have not yet saved the Appointment, you can still set back and forth the "Track In CRM" - this is weird behavior after you save the Appointment.
  • Mohammad Atif
    Posted by
    on 10 Apr 2013 5:39 PM

    Can you please refer community.dynamics.com/.../default.aspx

    Thanks,

    Mohammad
  • Itzik
    Posted by
    on 13 Apr 2013 3:24 PM

    I have not found an answer for this issue (How to Dissable the "Track In CRM" AFTER(!) the Appointment has been saved) within the Dynamics CRM Support Blog
  • Gustaf Westerlund
    Posted by
    on 14 Apr 2013 4:10 PM
    Suggested Answer

    Hi,

    I presume you mean that you want to Untrack an appointment and when doing this make the appointment in CRM be removed?

    If so, perhaps this article can help you out:

    rc.crm.dynamics.com/.../source_ol_unlink.htm

    If you are looking to disable the button itself for a specific appointment or all appointments, perhaps that could be achieved by removing the create privilage on the security role of the user. I havn't tried it, but it would make it impossible for the user to create an appointment and if the ribbon is sensitive enought to this is should just not show the track button.

    If I have not understood the question, please elaborate more, perhaps by giving an example of what you are trying to achieve.

    Regards Gustaf Westerlund
    MVP, CEO and Chief Architect at CRM-Konsulterna
    www.crmkonsulterna.se
    CRM Blog

    If you find answers useful, please mark them as answered, it will help all of us in the community!