Appointments

This feature is not applicable to the Office365 manifest integration due to limitations of the API currently in use there.

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Users must link the Appointment to store it into CRM. The system will only send these linked items to CRM and not all Outlook appointments. This is to allow the user privacy control over their appointments and what is stored in CRM.

If the "New Appointment" menu item is clicked from the task pane then this will add in a link.

In this case the link to CRM and an Entity TAG will be added

If not then there is a button there to add in a link.

Within CRM itself the record will be created also setting any external attendees. Other CRM users will be identified by their email addresses.

The Appointment TAG

Here is an example tag.

   ******Powered by CRMTogether.com******8a0c2af9-fc60-439d-be58-42f2415d467e******demo.crmtogether.com******Do not Remove 

The section

 demo.crmtogether.com

is used to make sure it is this tag is from the correct server.

The number

 8a0c2af9-fc60-439d-be58-42f2415d467e

is used to identity the record in CRM. This is stored in the "comm_outlookEntryID" field

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How the data is reflected in CRM.

So if we create a sample outlook item

And we link this to CRM (1-search and select an entity) and then TAG it (2 and 3) against an entity.

• Note: If no TAG is set then there will be no primary company/person set

This makes the banner yellow (1) and inserts a tag (2)

Then send or save the outlook meeting as normal and within CRM the Tagged item is the main CRM entity (1 and 2).

Click on External Attendees (3) then

and you see those listed here.

• Note: We mimicked how the Sage Exchange sync creates the records in CRM.

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Limitations:

1. Recurring appointments are not supported