Scheduling appointments and tasks in Outlook

1. In Outlook, click the Calendar folder or the Tasks folder.
2. Click Home | New Task or Home | New Appointment.
3. Complete the details. If you set a reminder, it pops up in Outlook as a reminder and in Sage CRM as an onscreen notification when the appointment or task is synced. You can add a contact to the task in Outlook, but it's not reflected in Sage CRM even if the contact is in Sage CRM.
4. Click Save and Close.
5. Click Sync.
6. In Sage CRM, click My CRM | Calendar to see the appointment or task.
• Tasks that you create in Outlook have the default completion time of 12 noon in Due Date in Sage CRM.
• An All Day Event in Outlook becomes an All Day Event in Sage CRM.
• If you create an appointment in Outlook for a non-Sage CRM user, the user's email addresses appear in the Sage CRM appointment at the end of the screen.
• If you create an appointment in Outlook for multiple Sage CRM users, multiple users are listed against the appointment in Sage CRM—as long as email addresses have been set up against the user. The Outlook meeting organizer is displayed in the Organizer field in Sage CRM.
• If you create an appointment with a person in Sage CRM, the person's email address appears in the list of attendees in Outlook. You cannot see in Sage CRM if the person has accepted the meeting and can attend.
• Classic Outlook Integration supports the default Outlook Calendar only.
• Private appointments and tasks are not synchronized between Outlook and Sage CRM.
• When creating a recurring appointment in Outlook, you must select an End By date on the recurrence dialog box if you want the appointment to be synched to Sage CRM. Recurring tasks are not synchronized from Outlook to Sage CRM.
• The default maximum number of occurrences allowed in Sage CRM is 200. Your system administrator sets this value. If you create a recurring appointment in Outlook with a greater number of occurrences, the appointments are not synchronized.
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