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Appointments: Exchange to CRM
To create an appointment in Exchange and view it in CRM:
- From Outlook, add a new appointment or meeting request (Calendar | New). For example, a meeting with Arthur Browne of Design Right to enter final negotiations. You can add the customer contact (Arthur) to the Required attendee list if you want to send him an invitation to the meeting.
- Click Save and Close or Send.
- Switch to CRM, and after the next synchronization has taken place, check My CRM | Calendar for the new appointment.
Note: Only appointments from the default Calendar are synchronized with CRM. If you have appointments that you do not want to synchronize to CRM, then it is recommended these are created in secondary folders.
There are a few things that you'll notice straight away about the way the appointment looks in CRM:
- There is a small Exchange Sync Info icon in the top left-hand side of the appointment - click this, and a blue banner informs you that this appointment is linked to Exchange.
- The External Attendees tab shows a person icon on the tab - this indicates that additional people, to those shown on the appointment Details page, have been invited to the meeting. Please refer to Inviting external attendees to a meeting
for more information.
- If you have invited a customer in the Exchange appointment, for example Arthur Browne,who also exists in your CRM database, they are listed as an External Attendee, and an appointment record is displayed in the Communications tab of the customer record in CRM.
- Attendees from Exchange, whose mailboxes map to Resource user email addresses in CRM, are added to the User list in CRM. If they do not map to Resource user email addresses in CRM, they are added to the External Attendees tab in CRM.
See Also:
Appointments: CRM to Exchange
Synchronizing appointments
Stub Appointments
Inviting external attendees to a meeting
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