on 03-20-2015 9:29 AM
Hi All,
We installed the desktop connect professional edition and integrated MS outlook and CRM business activity.
Our goal is to trigger an outlook meeting request (not an outlook appointment).
We tried to configure this by creating a CRM business activity and syncing with outlook but does not seem to work.
We are able to create an outlook appointment but not a meeting request.
What we envision is the business activity needs to trigger a accept/reject/ reschedule meeting request functionality. Only when the user accepts the meeting request it should sync the outlook calendar / SAP calendar.
Is this functionality available out-of-box or does it need enhancements to the interface ?
Regards,
S.Balaji
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Hi Balaji,
The system is actually designed to work the other way around. Users are expected to work in MS Outlook as the front-end and trigger corresponding activities/appointments in CRM.
Warm regards,
John
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