Tech Support > Microsoft Windows > Windows CRM > CRM and Outlook Integration
CRM and Outlook Integration
Posted by Kevin W on December 26th, 2003


Hello All

We've recently installed CRM 1.2 and the first thing that
struck me was that scheduling an appointment in CRM did
not place the appoitment in my Outlook calendar?

Is this what the Outlook CRM Client does or have we setup
CRM incorrectly?

I would have expected CRM to use the same calendar as
Outlook?

Posted by Rob Hewes on December 29th, 2003


Hi

I think you'll find that appointments, tasks etc are only
synchronised if you book the appt through the CRM Outlook
client. If you book an appt through the web browser it
doesn't get copied to Outlook.

Rob Hewes
CCS IT Limited

Posted by on December 29th, 2003


Hello Rob

Thank you for the response. I'll load the Outlook client
and give it a go...


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