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Microsoft Dynamics CRM (Archived)

Syncing Auto created Appointments to Outlook

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Posted on by 11,323

Hi,

I have set up CRM so that it syncs manually created Appointments. But when I create a Workflow to auto create appointments it doesn't sync to outlook. I have even checked that the 'My appointments' filter is showing my auto created appointments but it still doesn't seem to be working.

Any help?

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  • Koen VdV Profile Picture
    1,219 on at
    RE: Syncing Auto created Appointments to Outlook

    Hi Thomas,

    is it possible that this is not a OOB filter? Check with a default organisation.

  • Thomas David Dayman Profile Picture
    11,323 on at
    RE: Syncing Auto created Appointments to Outlook

    I found this article here which addresses the issue here but still cant seem to get it to sync with my outlook.

    www.magnetismsolutions.com/.../what-to-do-when-reminders-are-missing-for-appointments-synchronized-from-dynamics-365

  • Thomas David Dayman Profile Picture
    11,323 on at
    RE: Syncing Auto created Appointments to Outlook

    Hi,

    The Workflow

    7752.Screenshot_5F00_3.jpg

    The Create step of the Workflow

    7752.Screenshot_5F00_3.jpg

    The Filter for my Appointments

    2654.Screenshot_5F00_2.jpg

  • Koen VdV Profile Picture
    1,219 on at
    RE: Syncing Auto created Appointments to Outlook

    Hi Thomas,

    Could you add some screenshots concerning the filter and the workflow that you created?

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