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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Add New Outlook Calend...
Microsoft Dynamics CRM (Archived)

Add New Outlook Calendar and Task List with Dynamics CRM Entries Only

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Posted on by CiaranM 40

Hi

I currently connect Outlook with Dynamics CRM which is great for automatically tracking appointments and campaign tasks in my Outlook Calendar and my Outlook tasks respectively. 

However, I would like to separate these CRM appointments into an Outlook Calendar just for CRM entries, and similarly, separate CRM Tasks in their own Outlook task list. This would leave me with two Calendars and Task lists, one for CRM entries only and one for other entries I add.

The reason I want to do this is so I can then share the CRM Calendar and CRM Task list with other Outlook users in my organisation so they can see what I am doing.

Is there a way of achieving this?

Thanks in advance.

Ciaran

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  • Suggested answer
    Bryan Botz Profile Picture
    Bryan Botz 600 on at
    Re: Add New Outlook Calendar and Task List with Dynamics CRM Entries Only

    CiaranM,

    If I'm understanding your request correctly it sounds like you want one central CRM repository for appointments and tasks and then share that Outlook calendar to other users.

    If that is the case then you would need to create an Exchange acount and set up a syncing client for this and then you can share that user's Outlook calendar to other users. That is the only way you could keep those separate.

    If this would be for a per user base then the above method would not work very well.

  • CiaranM Profile Picture
    CiaranM 40 on at
    Re: Add New Outlook Calendar and Task List with Dynamics CRM Entries Only

    Hi Jerry,

    Thanks for your response.

    The only thing is that then appointments and tasks from CRM would get mixed in with all other appointments and tasks.

    If that is the best way to do it, is there a way to keep CRM and regular entries separate?

    Thanks

  • Suggested answer
    CRMInnovation.com Profile Picture
    CRMInnovation.com on at
    Re: Add New Outlook Calendar and Task List with Dynamics CRM Entries Only

    Ciaran,

    Actually the way to do this is for the other users to set up their CRM Sync to pull into Outlook your CRM tasks and appointments.

    Jerry
    Microsoft Dynamics CRM MVP
    CRM Innovation
    Need a solution for CRM to help you manage Events or Email Marketing?
    Follow me on Twitter

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