RE: Outlook Calendar Problem when Going offline in 3.0 by AustinJones
AustinJones
Fri Jan 27 19:31:18 CST 2006
I have been able to both solve and re-create my problem.
It seems to be related to the "organizer" lookup field on the appointment
activity record and the way that CRM resolves this to a CRM record when
synchronizing from an outlook calendar appointment.
If a user record also exists in the CRM system as a contact record, then it
seems that CRM will first resolve the outlook "organizer" field value to the
CRM contact record upon sync and thus the appointment "disappears" from the
outook calendar. If the user/contact also happens to be the primary for a
CRM account, then it resolves the appointment "organizer" field to the CRM
account record.
Changing the "organizer" lookup field on the CRM form back to the
appropriate user record returns the appointment to the outlook calendar upon
sync.
(In case anyone is wondering why our users also existed in our CRM system as
contact records, it is because we are using the c360 portal which requires
contact records to setup portal user accounts.)
I have since deleted all of my employee "contact" records and figure I will
tackle the c360 portal user hurdle when I get there...hopefully, this helps
out others who encounter the same strange occurance.
cheers,
Austin
"Austin Jones" wrote:
> I am encountering a strange occurance where appointments created in the
> outlook calendar disappear when I go offline. They are still listed in my
> CRM activities view and as related to the CRM record. However they are
> removed from my calendar. These are appointments that occur in the future (i
> have seen a post about past appointments and this is not the case).
>
> Also, the other common thread is that these appointments all have invited
> attendees.
>
>