Make an appointment for another user

Seems like a basic question but I cant see how to do it.......

CRM User A contacts customer and want to schedule an appointment for CRM
User B to meet with them - how can they do it? Anytime you make an
appointment - either SFO or web it gets allocated to person who made it?

Causing lots of frustration - appreciate any advice

Roger

fc3
Thu Jun 16 15:18:03 CDT 2005

CRM User A contacts customer and schedule an appointment. Then, from
appointment windows Actions -> Assign -> User B

"Roger" wrote:

> Seems like a basic question but I cant see how to do it.......
>
> CRM User A contacts customer and want to schedule an appointment for CRM
> User B to meet with them - how can they do it? Anytime you make an
> appointment - either SFO or web it gets allocated to person who made it?
>
> Causing lots of frustration - appreciate any advice
>
> Roger
>
>
>

Roger
Fri Jun 17 01:42:39 CDT 2005

I can do actions Assign for other activities like Tasks or phone calls but
not for appointments? ant see any reason why this should be the case in
security roles - can you do this ok?

Roger

"fc3" <fc3@discussions.microsoft.com> wrote in message
news:DDD53E7B-83B0-485F-81CB-72617A29D239@microsoft.com...
> CRM User A contacts customer and schedule an appointment. Then, from
> appointment windows Actions -> Assign -> User B
>
> "Roger" wrote:
>
>> Seems like a basic question but I cant see how to do it.......
>>
>> CRM User A contacts customer and want to schedule an appointment for CRM
>> User B to meet with them - how can they do it? Anytime you make an
>> appointment - either SFO or web it gets allocated to person who made it?
>>
>> Causing lots of frustration - appreciate any advice
>>
>> Roger
>>
>>
>>

Support
Fri Jun 17 07:32:41 CDT 2005

One possibility is to use our GroupCalendar for MS CRM 1.2.

This Add-On gives you the possibility to show you the activities of a
other user in a day,week and month -view. So you could look into the
activities of other users and make an appointment for that user.

You have a filter possibility to show only the activities where the user is
entered as an attendee and so you will not see the appointment you created
for other users. The only exception is when you are also an attendee.

If you are interested go to www.mscrm-addons.com and see details or
download a trial-version.


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"Roger" <roger_id@hotmail.com> schrieb im Newsbeitrag
news:eUPntewcFHA.584@TK2MSFTNGP15.phx.gbl...
>I can do actions Assign for other activities like Tasks or phone calls but
>not for appointments? ant see any reason why this should be the case in
>security roles - can you do this ok?
>
> Roger
>
> "fc3" <fc3@discussions.microsoft.com> wrote in message
> news:DDD53E7B-83B0-485F-81CB-72617A29D239@microsoft.com...
>> CRM User A contacts customer and schedule an appointment. Then, from
>> appointment windows Actions -> Assign -> User B
>>
>> "Roger" wrote:
>>
>>> Seems like a basic question but I cant see how to do it.......
>>>
>>> CRM User A contacts customer and want to schedule an appointment for CRM
>>> User B to meet with them - how can they do it? Anytime you make an
>>> appointment - either SFO or web it gets allocated to person who made it?
>>>
>>> Causing lots of frustration - appreciate any advice
>>>
>>> Roger
>>>
>>>
>>>
>
>

Jacob
Fri Jun 17 07:54:58 CDT 2005

Hi.

CRM ver 1.2 - SFO - Outlook 2003 SP1:

We had the same problem. First the booking person make the appointment
activity as it was her/his own. Then we found out, that if you drog and drop
the appointment from the booking persons calender in Outlook to the second
persons. CRM then creates an activity for the second person, including the
calender item in Outlook. The booking person will stille have the activity,
but no Calender item in Outlook. The booking person can then delete the
activity.

Its not a very elegant solution, but it works. Be sure to give the booking
person the nessesery right on the second persons Outlook calender!

Best regards

Jacob Mondrup
IT Manager, Cultivator Denmark.





"Roger" <roger_id@hotmail.com> skrev i en meddelelse
news:OorWmNdcFHA.3120@TK2MSFTNGP12.phx.gbl...
> Seems like a basic question but I cant see how to do it.......
>
> CRM User A contacts customer and want to schedule an appointment for CRM
> User B to meet with them - how can they do it? Anytime you make an
> appointment - either SFO or web it gets allocated to person who made it?
>
> Causing lots of frustration - appreciate any advice
>
> Roger
>
>

Roger
Fri Jun 17 11:24:57 CDT 2005

Thanks Jacob

Dont think I would ever have thought of that solution :-) Will give it a go
& see whether we can get people comfortable working this way.

Thanks for your help

Roger

"Jacob Mondrup - Cultivator Danmark" <jm@cultivator.com> wrote in message
news:uUKKUwzcFHA.2420@TK2MSFTNGP12.phx.gbl...
> Hi.
>
> CRM ver 1.2 - SFO - Outlook 2003 SP1:
>
> We had the same problem. First the booking person make the appointment
> activity as it was her/his own. Then we found out, that if you drog and
> drop the appointment from the booking persons calender in Outlook to the
> second persons. CRM then creates an activity for the second person,
> including the calender item in Outlook. The booking person will stille
> have the activity, but no Calender item in Outlook. The booking person can
> then delete the activity.
>
> Its not a very elegant solution, but it works. Be sure to give the booking
> person the nessesery right on the second persons Outlook calender!
>
> Best regards
>
> Jacob Mondrup
> IT Manager, Cultivator Denmark.
>
>
>
>
>
> "Roger" <roger_id@hotmail.com> skrev i en meddelelse
> news:OorWmNdcFHA.3120@TK2MSFTNGP12.phx.gbl...
>> Seems like a basic question but I cant see how to do it.......
>>
>> CRM User A contacts customer and want to schedule an appointment for CRM
>> User B to meet with them - how can they do it? Anytime you make an
>> appointment - either SFO or web it gets allocated to person who made it?
>>
>> Causing lots of frustration - appreciate any advice
>>
>> Roger
>>
>>
>
>