Open topic with navigation
Get link | About Sage CRM editions
Working with appointments, meetings and multiple users (Classic Outlook integration)
When you're synchronizing appointments between Outlook and CRM, in particular where some of the users may only use Outlook and not CRM, the synchronization takes place as follows:
- If you create an appointment in Outlook for a non-CRM user, their email addresses appear in the CRM appointment at the end of the screen.
- If you create an appointment in Outlook for multiple CRM users, multiple users are listed against the appointment in CRM—as long as email addresses have been set up against the user. The Outlook meeting organizer is displayed in the Organizer field in CRM.
- If you create an appointment with a person, for example, Arthur Browne in CRM, his email address appears on the list of attendees in Outlook. You do not see from CRM if he has accepted the meeting and can attend.
When a user in CRM creates an appointment and links a person or company to it, the selected company or person is displayed in the body of the appointment in Outlook.
If you create an appointment in CRM with a user who does not have an associated email address, for example, a Resource user such as London Meeting Room, the appointment is synchronized with Outlook, but the user is not displayed in the appointment in Outlook.
Only one Outlook calendar folder (the default Calendar) is supported by CRM Outlook Integration.
Private appointments (and tasks) do not get synchronized between CRM and Outlook.
See Also:
Outlook appointments and tasks (Classic Outlook integration)
CRM appointments and tasks (Classic Outlook integration)
Recurring appointments and tasks (Classic Outlook integration)
All day events (Classic Outlook integration)
Open topic with navigation
Sage CRM user assistance PDFs
