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CRM appointments and tasks (Classic Outlook integration)

To schedule an appointment in CRM:

  1. Set up the appointment with a contact, for example Arthur Browne, in CRM for next week, and click Save.
  2. Switch to Outlook.
  3. Click Sync. The appointment is displayed in your Outlook Calendar.

See Also:

Outlook appointments and tasks (Classic Outlook integration)

Working with appointments, meetings and multiple users (Classic Outlook integration)

Recurring appointments and tasks (Classic Outlook integration)

All day events (Classic Outlook integration)