Track in CRM button is not highlighted for recurring appointments

Question Status

Gareth Visser asked a question on 20 Jun 2012 6:14 PM

Hi there, hoping someone can help?

We are running CRM 2011 On-Premise UR6. 

Clients are using Outlook 2010, with the CRM Outlook plugin. When they receive meeting invites in Outlook for recurring appointments they are at that point, able to 'Track in CRM'.

The meetings are created in CRM against the record they have set regarding against. Run the sync.

We are finding that recurring meetings in Outlook have the 'Track in CRM' button not highlighted/depressed. You also cannot see any regarding information on the Outlook appointment record so for all intents and purposes, it looks to the user as if the recurring appointment is not synced with CRM.

The problem now is that users are clicking the 'Track in CRM' button and recreating the recurring appointment in CRM!!

Does anyone know why this is occurring?







Gus Gonzalez responded on 21 Jun 2012 9:58 AM

Can you hit the Track in CRM button before you make them recurrent appointments?

Or are you talking about users tracking recurrent appointments that are sent to them but not created by them?


Gareth Visser responded on 21 Jun 2012 2:22 PM

Definitely recurring appointments created by other users lose their 'Track in CRM' status, once the logged in user moves off the CRM record.

I will try the first option on the user's machine and get back to you.