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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM 2016 8.1 Outlook C...
Microsoft Dynamics CRM (Archived)

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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  • Verified answer
    Dan Hesketh Profile Picture
    Dan Hesketh on at
    RE: CRM 2016 8.1 Outlook Client - Shared Calendars Issue - Resolution Found

    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...

    sharedcalendar_03a.jpg

    • Select the Primary Email Account and click Change

    sharedcalendar_03b.jpg

    • We've always recommended Use Cached Exchange Mode is enabled

    • Select More Settings...
    • Select the Advanced Tab
    • Uncheck Download shared folders option

    sharedcalendar_03d.jpg

    • 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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