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Appointments: CRM to Exchange
To create an appointment in CRM and view it in your mailbox:
- Create the appointment in CRM. For example, a meeting with Arthur Browne of Design Right to discuss pricing. Please refer to Creating an appointment for more information on how to do this.
- Once the next synchronization has taken place, the appointment synchronizes to the Organizer's mailbox, and Exchange sends out the meeting requests. Check your mailbox Calendar folder to see the appointment. The information from the Regarding panel in CRM is displayed in the body of the appointment in Outlook. The content of this text can be disabled or customized by the System Administrator.
If the email address of a Resource user in CRM matches a mailbox address in Exchange, then the resource displays in Exchange as a resource attendee.
See Also:
Synchronizing appointments
Appointments: Exchange to CRM
Stub Appointments
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