Outlook-Dynamics CRM Calendar Integration

Pre-requisites:

• Your mailbox is setup and active in CRM.
• You have Outlook available on your machine.

Steps:

• Login to CRM.
• Click on Options. Click on “Apps for Dynamics 365”.

        

• On the bottom of page, click on “Download Dynamics 365 for Outlook”.
• Let the download finish. Run and install the application (.exe) with admin rights. You may need to restart your machine post installation.
• Go to Start -> Search for “Configuration Wizard”.
• Enter the CRM URL and click on Next. Let it finish the configuration.
• (Re)Open your “Outlook”.
• Click on File (on top left side of wizard). Click on “Dynamics 365” menu (on left side panel of wizard). Click on “Set Personal Options”.

• Keep “Appointment” selected and rest all to be set unchecked. (Refer image)
• Click Ok.

           

• All Set. 

[Under CRM → Workplace →  Activities → My Appointments you will be able to see all your outlook calendar items.]

Note:

• In case you find anything inappropriate or missing or if you've any queries or concerns, please do not hesitate to comment or highlight so that we can make changes accordingly.

Conclusion:

• Using this page, any user will be able to establish synchronization between Outlook and CRM calendar.