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Everyone has the problem of changes to an appointment in CRM syncing back to Outlook and sending notifications to external attendees.
Has anyone found a way to get around this? Ideally the appointment would be created in Outlook, synced to CRM and then any changes in CRM do not sync back to Outlook.
‘not possible out of the box’ is the response to this and every other question. I’d be ingested to know if anyone has any ideas
As far as I know, it is not possible to sync appointments one-way.
We can only control the synchronization direction of some appointment fields.
As Lu mentioned we cannot sync one directional. Here are the few links to explain you how it works.
I have 2 suggestions that will achieve what you are looking for. They're very easy, but review my Final Comment at the end.
Option 1: Creating from Outlook
I can confirm that this will maintain the CRM copy and your Outlook copy separately.
Option 2: Creating from CRM and Power Automate
You now have 2 identical, but separate Appointments; 1 in each system.
Final comment: As you requested there will be no synchronization, meaning changes in time, cancellations, or deletions will not effect the other record.
Does this meet your requirements or is it just a bit too un-synchronized? I'm curious to know.
Thanks, but tracking and then relying on the user to untrack leaves a risk of the synchronisation occuring. I am also looking for Outlook to be the source of the meeting rather than CRM.
Seems this is something they've just overlooked. I have created a flow that will create the appointment in CRM if the Outlook invite includes a certain mailbox e.g. firstname.lastname@example.org however this shouldn't be required.
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