Question

A client has CRM 4.0 installation and has requested that when a status of an entity changes (or at any other event one might think of), an appointment should be created in Outlook. Is that doable at all?

Optimally, I'd like to add an activity of Appointment to an entity of Lead so that an appointment is created in Outlook for a certain person (preferably not the one that is editing CRM).

Having only limited experience with CRM 4.0 I'm not even sure if it's possible to begin with.

Was it helpful?

Solution

Create a workflow that is triggered when the status changes on the Lead. Add a step to the workflow to create an Appointment and set the "Required" field on the the appointment to the Owner of the Lead. The next time his Outlook synchronizes, it should appear in his calendar.

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