Synchronizing appointments from Exchange to Sage CRM

Only appointments in the default Calendar are synchronized with Sage CRM. If you do not want to synchronize an appointment with Sage CRM, you should create it in a secondary folder.

To create an appointment in Exchange and view it in Sage CRM:

1. In Outlook, click Calendar | New.
2. Enter the new appointment or meeting request details. You can add the customer contact to the Required attendee list if you want to send him an invitation to the meeting.
3. To make the appointment or meeting invisible to Sage CRM users who are not in the list of attendees, mark the appointment or meeting as private in Outlook.
4. Click Save and Close or Send.
5. After the next synchronization, go to Sage CRM and locate the new appointment in My CRM | Calendar.
   • All appointment attendees are displayed on the External Attendees tab. Only email addresses are displayed for the appointment attendees who do not have associated Person records in Sage CRM or are not registered as Sage CRM users. No linked contact or communication is displayed anywhere else in Sage CRM.
   • If your Exchange appointment includes a customer who exists in your Sage CRM database, the customer is listed as an External Attendee. An appointment record is displayed in the Communications tab of the customer record in Sage CRM.
   • Attendees from Exchange, whose mailboxes map to Resource user email addresses in Sage CRM, are added to the User list in Sage CRM. If they do not map to Resource user email addresses in Sage CRM, they are added to the External Attendees tab in Sage CRM.