Outlook appointments

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Posted on by Ciaran Reynolds

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We are using the CRM connector to track appointments with leads, contacts and accounts and they work the way they should. The Attendee, subject, location, time and description all pull through but I need to change the fields the data is being pulled from.

I have set up several new fields, which need to be pulled into outlook instead of the fields above. These new fields limit the user to drop downs as they should only be putting in particular values.

I have set up a workflow that copies the new subject value into the old subject, which will populate the appointment in outlook but it is the other fields I need. 'Location', 'required attendees' and 'regarding' don't allow me to copy the values from the new fields.

Any ideas?

Thanks,
Ciaran

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