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Customer experience | Sales, Customer Insights,...
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Tasks and appointments sync between Sales Hub and Outlook Calender

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Posted on by 32

Hi everyone,

i have the problem that the Sync between Sales Hub and Outlook Calender ist not working perfect.

If i create a appointment in sales hub, it goes to outlook. If i do it in Outlook, it goes to sales hub. If i change something, it works within a few minutes. But if i close/ delete an appointment in sales hub, the only thing that happens in outlook is that the mark on the left side of the appointment change its color. If i close/delete the appointment in outlook, nothing happens in sales hub.

Should it be that way? Looks weird to me.

Maybe one of you have a solution for me, to delete one and the second one is deleted by the system automatically.

Thanks and best regards

David

I have the same question (0)
  • Verified answer
    Haig Liu Profile Picture
    Microsoft Employee on at
    RE: Tasks and appointments sync between Sales Hub and Outlook Calender

    Hi David D,

    Please view the synchronized fields first: https://learn.microsoft.com/en-us/power-platform/admin/view-fields-synchronized-dynamics-365-outlook

    Next check to see if the conditions are met: Deleting records that have been tracked with Dynamics 365 for Outlook | Microsoft Learn

  • David D. Profile Picture
    32 on at
    RE: Tasks and appointments sync between Sales Hub and Outlook Calender

    Hey Haig Liu,

    all fields are two way synced and the conditions are met, but still not working. Maybe there are some security settings.

    Its works 50/50 :D

  • Verified answer
    Dana Martens Profile Picture
    on at
    RE: Tasks and appointments sync between Sales Hub and Outlook Calender

    Here is another resource which may be helpful:

    Synchronization logic for appointments, contacts, and tasks - Power Platform | Microsoft Learn

    See the mention of the SSSPropagateAppointmentCancellationsToExchange setting.

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