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Showing posts from November, 2013

Outlook Appointments Disappearing from MS Dynamics CRM

When using the CRM Outlook Client to track Appointments, an Outlook Appointment will randomly disappear. This will occur when the CRM User has a duplicate email address in the CRM system.  This could be either two Users with the same email address or could be caused by a CRM User associating their User email address to another record; such as an Account, Lead, or Contact. CRM is not designed to know which record is the correct record to resolve the email address to. When we track CRM activities (such as appointments) the application will go to the CRM database and query for entities that have an e-mail address associated to it. This could be a user, contact, account or lead. Once we find an e-mail address that corresponds to the sender or recipients e-mail address we will then associate the activity to that particular entity. If the first found entity happens to be a contact e-mail address the creator of the CRM appointment will automatically be changed to the e-mail address of the co