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SUMMARY
This article discusses how to automatically send Microsoft Business Solutions
CRM appointments to the Microsoft Outlook Calendar.
MORE INFORMATION
To synchronize your Microsoft CRM appointments with your Microsoft Outlook
Calendar appointments, you must create your Microsoft CRM appointments through
the Microsoft CRM Sales for Outlook client interface.
To create your Microsoft CRM appointments through Microsoft CRM Sales for
Outlook, follow these steps:
1. Start Microsoft Outlook.
2. In the Outlook Shortcuts pane, click CRM Shortcuts.
3. In the CRM Shortcuts pane, click the Activities Shortcut
icon.
4. On the Actions menu, click New Activity.
5. In the New Activity dialog box, click Appointment, and then
click OK.
6. Type the specified information in the required fields (the
red, bold fields).
7. Click Save.
If you create a Microsoft CRM appointment through the Microsoft CRM Sales for
Outlook client, and if you save the record, the Microsoft CRM appointment is
automatically synchronized with Microsoft Outlook Calendar. You do not
have to go offline for your appointments to be synchronized.
However, if you create a Microsoft CRM appointment through the Microsoft CRM
Web client, you must click Go Offline on the Microsoft CRM taskbar in the
Microsoft CRM Sales for Outlook client before the new Microsoft CRM appointment
record will appear in your Microsoft Outlook Calendar appointments.
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