Scheduling appointments and tasks in Sage CRM

  1. Open Sage CRM and create an appointment or task with a contact. For more information, see Creating an appointment and Creating a task.
  2. Switch to Outlook and click Sync. For more information, see Classic Outlook Integration menu options. The appointment or task is displayed in your Outlook Calendar.
    • An All Day Event in Sage CRM becomes an All Day Event in Outlook.
    • When you create an appointment in Sage CRM and link it to a person or company, the selected company or person is displayed in the body of the appointment in Outlook.
    • If you create an appointment in Sage CRM with a person who does not have an associated email address, for example, a Resource user such as London Meeting Room, the appointment is synchronized with Outlook, but the user is not displayed in the appointment in Outlook.
    • Private appointments and tasks are not synchronized between Sage CRM and Outlook.
    • Recurring appointments created in Sage CRM are synchronized to Outlook.
    • Sage CRM allows you to have more than one recurring appointment from a series occurring on the same day, but Outlook does not.