CRM Appointments and Tasks (Classic Outlook Integration)

To schedule an appointment in CRM:

1. Set up the appointment with a contact, for example Arthur Browne, in CRM for next week, and select Save.

2. Switch to Outlook.
3. Select the Sync button.

The appointment is displayed in your Outlook Calendar.

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See Also:

Outlook Appointments and Tasks (Classic Outlook Integration)

Working with Appointments, Meetings and Multiple Users (Classic Outlook Integration)

Recurring Appointments and Tasks (Classic Outlook Integration)

All Day Events (Classic Outlook Integration)

Downloading the Outlook Plug-in for Classic Outlook Integration

Using CRM from within Outlook (Classic Outlook Integration)

Adding Contacts: CRM to Outlook (Classic Outlook Integration)

Reviewing Synchronization Conflicts (Classic Outlook Integration)

Filing E-mails from Outlook to CRM (Classic Outlook Integration)

Reinstalling the Outlook Plug-in for Classic Outlook Integration

Uninstalling the Outlook Plug-in for Classic Outlook Integration