CRM 2016 8.1 Outlook Client - Shared Calendars Issue - Resolution Found

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Posted on by Dan Hesketh

Public Service Announcement

For years my customers were using Shared Calendars and the Set Regarding capability to Track appointments into Dynamics CRM on other user's calendars.

This was useful in a delegate type role, like an assistant was to Track in all Appointments on an Adviser's behalf.

This capability is not well documented (despite being a supported feature by Microsoft).

Suddenly close to the release of CRM 8.0 or 8.1 we started having lots of issues with this.

When USER A would open a shared calendar of USER B and open an appointment the Set Regarding button would not appear.

We found a fix for this new issue and since have verified it works well if you are having a problem with some users.

For USER A, we need to untick the "Download shared folders" tickbox in their primary mailbox Cached Exchange Mode Settings:

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Dan Hesketh on at

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We found a fix for this new issue and since have verified it works well if you are having a problem with some users.

For USER A, we need to untick the "Download shared folders" tickbox in their primary mailbox Cached Exchange Mode Settings:

Open Outlook

Select File > Account Settings > Account Settings...

Select the Primary Email Account and click Change

We've always recommended Use Cached Exchange Mode is enabled

Select More Settings...

Select the Advanced Tab

Uncheck Download shared folders option

Apply changes, close Outlook and Restart

Hope this may be useful for someone out there, as it was a lucky find after 6 months of troubleshooting with Microsoft support etc.

Cheers

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