Synchronizing appointments from Sage CRM to Exchange

To create an appointment in Sage CRM and view it in your mailbox:

1. Create the appointment in Sage CRM. For more information, see Creating an appointment.
2. After the next synchronization, the appointment synchronizes to the Organizer's mailbox, and Exchange sends out meeting requests. Open the Calendar folder in Outlook and verify that it includes the appointment from Sage CRM.

   The information from the Regarding panel in Sage CRM is displayed in the body of the appointment in Outlook. Your system administrator can customize this text.

   Each person with a valid email address added to the External Attendees tab of the appointment is sent a meeting invitation through Exchange.

   If the email address of a Resource user in Sage CRM matches a mailbox address in Exchange, then the resource displays in Exchange as a resource attendee.