CRM 2011 Service Scheduling

Posted on 2011-10-14
Medium Priority
Last Modified: 2012-05-12
Is it possible to manually schedule service appointments in Dynamics CRM 2011? Also, is it possible to setup custom activity types to be scheduled? Finally, can these appointments be synced with user's Outlook calendars?
Question by:rdracer58
  • 2
LVL 27

Accepted Solution

Chinmay Patel earned 2000 total points
ID: 36970309
Hi rdracer58,

1. Yes.
2. No. Custom Activities wont have scheduling capabilities.
3. Service appointments gets synced as meetings in Outlook.


Author Comment

ID: 36970404
Excellent, thanks! I am assuming the regular Appointment and Recurring Appointment activity types will sync with Outlook calendars? Also, is it possible to have sync function the opposite direction, so that appointments on CRM user's Outlook calendars appear on their calendars in CRM? Or if nothing else, appear as blocked out time?
LVL 27

Assisted Solution

by:Chinmay Patel
Chinmay Patel earned 2000 total points
ID: 36970573
You might want to understand a key scenario here. If you are creating an appointment it will sync to your calendar and if you are creating a service activity unless and until you are defined as one of the resource involved, it won't sync to your calendar. Yes, both regular and recurring appointment will sync to Outlool calendar. Appointments you create will appear in CRM as appointments and service activities will appear in service calendar.

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