bidirectional Outlook to CRM synchronization

Is there any way to have existing or new appointments in the outlook calendar
synchronized with the crm calendar (current setup- exchange 2003, crm 3.0,
outlook 2003 all on 2003 server)? We have the crm outlook client installed
and synchronization works for appointments created in CRM, but not for those
created in outlook. Is the client suppose to provide two way synch or maybe
a setting or event sink to automatically have all newly created outlook
appointments tracked in crm? Thanks in advance.
--
Michael Richmond

Jason
Thu Sep 14 13:27:25 CDT 2006

Maybe I'm misunderstanding your question, but have you tried opening the
appointments in Outlook, clicking the 'Track in CRM' button, and saving?
This will create the appointment in Outlook and link the 2 for updates to be
synched.

--
Jason
--
This posting is provided "AS IS" with no warranties, and confers no rights.


"Michael Richmond" <MichaelRichmond@discussions.microsoft.com> wrote in
message news:DBEACE88-8E69-4BFB-AA13-46D7FDB5E3FC@microsoft.com...
> Is there any way to have existing or new appointments in the outlook
> calendar
> synchronized with the crm calendar (current setup- exchange 2003, crm 3.0,
> outlook 2003 all on 2003 server)? We have the crm outlook client
> installed
> and synchronization works for appointments created in CRM, but not for
> those
> created in outlook. Is the client suppose to provide two way synch or
> maybe
> a setting or event sink to automatically have all newly created outlook
> appointments tracked in crm? Thanks in advance.
> --
> Michael Richmond

MichaelRichmond
Thu Sep 14 14:07:01 CDT 2006

I have done a little more research on the issue and what we want is automatic
CRM tracking for all outlook created appointments. In my research I have
come to understand that this is not possible with the current version of CRM
(even with custom forms).
--
Michael Richmond


"Jason Dibble [MSFT]" wrote:

> Maybe I'm misunderstanding your question, but have you tried opening the
> appointments in Outlook, clicking the 'Track in CRM' button, and saving?
> This will create the appointment in Outlook and link the 2 for updates to be
> synched.
>
> --
> Jason
> --
> This posting is provided "AS IS" with no warranties, and confers no rights.
>
>
> "Michael Richmond" <MichaelRichmond@discussions.microsoft.com> wrote in
> message news:DBEACE88-8E69-4BFB-AA13-46D7FDB5E3FC@microsoft.com...
> > Is there any way to have existing or new appointments in the outlook
> > calendar
> > synchronized with the crm calendar (current setup- exchange 2003, crm 3.0,
> > outlook 2003 all on 2003 server)? We have the crm outlook client
> > installed
> > and synchronization works for appointments created in CRM, but not for
> > those
> > created in outlook. Is the client suppose to provide two way synch or
> > maybe
> > a setting or event sink to automatically have all newly created outlook
> > appointments tracked in crm? Thanks in advance.
> > --
> > Michael Richmond
>
>
>

Jason
Tue Sep 19 16:52:40 CDT 2006

While this may be a change for your users, you can do this if you get them
to change how they open the Outlook appointment form.

In Outlook, on the CRM toolbar, there are a series of buttons. One of these
has the tooltip "Create a new Appointment". If you click on this, it will
open the Outlook appointment form with the 'Track in CRM' button already
toggled.

--
Jason
--
This posting is provided "AS IS" with no warranties, and confers no rights.


"Michael Richmond" <MichaelRichmond@discussions.microsoft.com> wrote in
message news:443E6936-B2F2-449B-9674-FFEDD8BAC2EF@microsoft.com...
>I have done a little more research on the issue and what we want is
>automatic
> CRM tracking for all outlook created appointments. In my research I have
> come to understand that this is not possible with the current version of
> CRM
> (even with custom forms).
> --
> Michael Richmond
>
>
> "Jason Dibble [MSFT]" wrote:
>
>> Maybe I'm misunderstanding your question, but have you tried opening the
>> appointments in Outlook, clicking the 'Track in CRM' button, and saving?
>> This will create the appointment in Outlook and link the 2 for updates to
>> be
>> synched.
>>
>> --
>> Jason
>> --
>> This posting is provided "AS IS" with no warranties, and confers no
>> rights.
>>
>>
>> "Michael Richmond" <MichaelRichmond@discussions.microsoft.com> wrote in
>> message news:DBEACE88-8E69-4BFB-AA13-46D7FDB5E3FC@microsoft.com...
>> > Is there any way to have existing or new appointments in the outlook
>> > calendar
>> > synchronized with the crm calendar (current setup- exchange 2003, crm
>> > 3.0,
>> > outlook 2003 all on 2003 server)? We have the crm outlook client
>> > installed
>> > and synchronization works for appointments created in CRM, but not for
>> > those
>> > created in outlook. Is the client suppose to provide two way synch or
>> > maybe
>> > a setting or event sink to automatically have all newly created outlook
>> > appointments tracked in crm? Thanks in advance.
>> > --
>> > Michael Richmond
>>
>>
>>