Comments on: Outlook Integration With Microsoft CRM 4.0 http://www.unitek.com/training/microsoft/crm/blog/2008/01/30/outlook-integration-with-microsoft-crm-40/ Train • Certify • Succeed Fri, 05 Dec 2008 09:24:45 +0000 http://wordpress.org/?v=2.3.1 By: Sebastian http://www.unitek.com/training/microsoft/crm/blog/2008/01/30/outlook-integration-with-microsoft-crm-40/#comment-309 Sebastian Fri, 07 Nov 2008 16:03:30 +0000 http://www.unitek.com/training/microsoft/crm/blog/2008/01/30/outlook-integration-with-microsoft-crm-40/#comment-309 Hi, I have just one simple question - do I need any add-on to MS CRM 4 or Outlook (2007) to integrate this two things? I just want to integrate CRM with Outlook to achieve activities transfer between this two platforms. Maybe it's simple, maybe I overlooked something... Well, I'm not a developer or programmist, I just have to do this and it will be better for me If I really do this :) Thanks for any response and sorry if it's doubled or just stupid question. Hi,

I have just one simple question - do I need any add-on to MS CRM 4 or Outlook (2007) to integrate this two things? I just want to integrate CRM with Outlook to achieve activities transfer between this two platforms. Maybe it’s simple, maybe I overlooked something… Well, I’m not a developer or programmist, I just have to do this and it will be better for me If I really do this :) Thanks for any response and sorry if it’s doubled or just stupid question.

]]> By: Derek Darling http://www.unitek.com/training/microsoft/crm/blog/2008/01/30/outlook-integration-with-microsoft-crm-40/#comment-245 Derek Darling Tue, 20 May 2008 16:55:25 +0000 http://www.unitek.com/training/microsoft/crm/blog/2008/01/30/outlook-integration-with-microsoft-crm-40/#comment-245 I want to set our Outlook calendars to automatically track all calendar activities in CRM. I am just implementing the CRM (3) system, and I want to start everyone out at least sharing their appointements so we know where people should be. any further development will have to wait until we can get people entering their appointements. Any thoughts? Any settings or policies to automatically track all calendar events in CRM? Derek I want to set our Outlook calendars to automatically track all calendar activities in CRM. I am just implementing the CRM (3) system, and I want to start everyone out at least sharing their appointements so we know where people should be. any further development will have to wait until we can get people entering their appointements.

Any thoughts? Any settings or policies to automatically track all calendar events in CRM?

Derek

]]> By: Unitek CRM Team http://www.unitek.com/training/microsoft/crm/blog/2008/01/30/outlook-integration-with-microsoft-crm-40/#comment-240 Unitek CRM Team Mon, 12 May 2008 23:57:34 +0000 http://www.unitek.com/training/microsoft/crm/blog/2008/01/30/outlook-integration-with-microsoft-crm-40/#comment-240 Hi Mark, Unfortunately, that is the design of CRM 4.0. Microsoft was kind enough to add Phone Calls and other important Tasks into our Outlook calendars in version 4, but the Service Activities remains exclusive of the CRM application. Hi Mark,

Unfortunately, that is the design of CRM 4.0. Microsoft was kind enough to add Phone Calls and other important Tasks into our Outlook calendars in version 4, but the Service Activities remains exclusive of the CRM application.

]]> By: Mark http://www.unitek.com/training/microsoft/crm/blog/2008/01/30/outlook-integration-with-microsoft-crm-40/#comment-239 Mark Mon, 12 May 2008 21:23:13 +0000 http://www.unitek.com/training/microsoft/crm/blog/2008/01/30/outlook-integration-with-microsoft-crm-40/#comment-239 Why is it that when a service activity is setup in the service schedule that item does not appear in the outlook calendar. We use Exchange with Windows Mobile phones and want our techs to be able to see their appointments on the fly. Thanks in advance Why is it that when a service activity is setup in the service schedule that item does not appear in the outlook calendar. We use Exchange with Windows Mobile phones and want our techs to be able to see their appointments on the fly.

Thanks in advance

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