Creating an appointment on behalf of a colleague in CRM that doesn't show in your calendar.

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Hi, I'm trying to create an appointment on behalf of a colleague in CRM that doesn't show in my (the current users) calendar.

On creating the appointment in CRM I am setting the Owner and Organizer fields to the other user.

However once synced up the appointment shows in my calendar, and not the other users.

Despite on checking under scheduling assistant the only person listed as both organiser and attendee is the other user.

I also have 'Editor' permission to the users calendar.

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Radu Chiribelea 6,667 on at

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Hi Graeme,

Does the other user (Freya) - see this entry in his own calendar in Outlook?

Regards,

Radu

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Community Member on at

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Hi Radu, no it didn't appear in Freya's dairy.

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TomSmelser 1,570 on at

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Are you using Outlook Add-In?

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Community Member on at

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I am Tom, and Appointments have been setup to sync both 'My Appointments' and 'Other Appointments'.

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TomSmelser 1,570 on at

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Ok. If I recall under sync filters you can set Appointments "I own". That should be set for your user's add-in sync. Maybe already but just to verify.

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Radu Chiribelea 6,667 on at

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Hi Graeme,

What synchronization method does the user have (Outlook / Server Side Synchronization) ?

If i'm not mistaken, the way the appointment sync works is following:

- CRM sends the appointment to Exchange for the organizer

- Then from Exchange the rest of the parties get the invite

So if you've set the other user as the organizer and the appointment appears in your Outlook calendar and not theirs as well is very strange.

If you are using Outlook sync, then the organizer needs to have their Outlook opened and configured with the CRM add-in for the appointment to sync. Have you checked that?

Regards,

Radu

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TomSmelser 1,570 on at

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That organizer field may not get set automatically. You may have to add that to the appointment form, then physically set it or setup a workflow to owner to organizer.

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