Page updated: 12 May 2023
Scheduling appointments and tasks in Sage CRM
- Open Sage CRM and create an appointment or task with a contact. For more information, see Creating an appointment and Creating a task.
- 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.
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