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Microsoft Dynamics CRM (Archived)

CRM and Outlook Synchronizing

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Posted on by 648

Since CRM dynamics uses Outlook does it use the Outlook calendar when  assigning appointments and tasks . Basically what I am looking at is , if I go to the CRM and set an appointment to a specific Lead , it should appear on the outlook calendar as well . Currently it doesn’t appear what should be the reason for this . Is there any configuration or a button to be triggered .

 

Thanks

Sahan

 

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  • Nikos Zegkinis Profile Picture
    10 on at

    Hello Sahan,

    I have read your message and I hcan suggest you a very good solution

    .

    There is an innovating product called CNS Media GateWay which can help you to intergrate MS Exchange (outlook) or any other MS server with your CRM application. The CNS Media GateWay (MGW) is an innovative integration tool that successfully combines the cost-effectiveness and flexibility of custom code and the power and maintainability of integration suites. You can connect from any custom application like CRM software to MS Outlook MS Exchange (2000 - 2013), via the CNS ODBC and JDBC driver, thus accessing, for example, the entire Outlook mailbox from your custom application.

    If you need some additional information you can visit our website at:

    www.connecting-software.com

    I hope this reply was helpful

    Thank you

    Nikos

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