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App for Outlook one-way synchronsiation of appointments

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Posted on by pawin

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Everyone has the problem of changes to an appointment in CRM syncing back to Outlook and sending notifications to external attendees.

Has anyone found a way to get around this? Ideally the appointment would be created in Outlook, synced to CRM and then any changes in CRM do not sync back to Outlook.

‘not possible out of the box’ is the response to this and every other question. I’d be ingested to know if anyone has any ideas

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LuHao 40,892 on at

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Hi partner,

As far as I know, it is not possible to sync appointments one-way.

We can only control the synchronization direction of some appointment fields.

https://docs.microsoft.com/en-us/power-platform/admin/control-field-synchronization-outlook

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ashish12 3,079 on at

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Hi,

As Lu mentioned we cannot sync one directional. Here are the few links to explain you how it works.

docs.microsoft.com/.../view-fields-synchronized

crmbook.powerobjects.com/.../

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Jacob.s17 464 on at

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Hi p.axtell,

I have 2 suggestions that will achieve what you are looking for. They're very easy, but review my Final Comment at the end.

Option 1: Creating from Outlook

Create the Appointment in Outlook

Launch the D365 App for Outlook and set the Appointment regarding the desired record

Untrack the Appointment. When it asks "Do you also want to delete the appointment in Dynamics 365, or just untrack it and keep the appointment?" select "Untrack"

I can confirm that this will maintain the CRM copy and your Outlook copy separately.

Option 2: Creating from CRM and Power Automate

Create a Power Automate that creates an Outlook Appointment when a CRM Appointment is created.

Create the Appointment in CRM.

You now have 2 identical, but separate Appointments; 1 in each system.

Final comment: As you requested there will be no synchronization, meaning changes in time, cancellations, or deletions will not effect the other record.

Does this meet your requirements or is it just a bit too un-synchronized? I'm curious to know.

Cheers,

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pawin 249 on at

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Thanks, but tracking and then relying on the user to untrack leaves a risk of the synchronisation occuring. I am also looking for Outlook to be the source of the meeting rather than CRM.

Seems this is something they've just overlooked. I have created a flow that will create the appointment in CRM if the Outlook invite includes a certain mailbox e.g. crm-tracking@test.com however this shouldn't be required.

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Eni Elezi 20 on at

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You could stop certain records from being synchronised back to Outlook/Exchange by using this option buried in the hyperlink: System Settings > Synchronisation > system filters

Then create a User Filter with criteria for appointments which you need to synchronise

Therefore appointments can be created in Outlook and tracked to D365 but further updates will not be synched back to Outlook, if that would fulfil your requirement.

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