Hi there,
We still run on CRM Dynamics 2011 and I am wondering if there is a way to sync it with Outlook calendar. I would like all my Outlook Calendar meetings to be pushed into CRM.
Thanks
Alex
*This post is locked for comments
You will need to install and configure the Outlook client (make sure you install the correct version and updates). Automatically pushing all appointments to CRM is not possible however you can "Track" new and existing appointments and they will be pushed to CRM.
The base install of the Outlook CRM Client can be found here:
www.microsoft.com/.../details.aspx
Then you are going to want to read this:
www.microsoft.com/.../overview-of-tracking-records-in-crm-for-outlook.aspx
and then this:
www.microsoft.com/.../track-outlook-appointments-in-crm-for-outlook.aspx
The trick to making this work successfully is the correct combination of configuration settings in both the System Settings, Personal Settings as well as the within the CRM Diagnostics Tool. The different combination of settings can be very confusing so I would recommend working with an experienced partner/consultant to get it right the first time. Good luck.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,214
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
