Create or edit a task or appointment in Outlook

Can I do this task?

You can create or edit tasks and appointments in Outlook using either the Microsoft Dynamics CRM forms The forms native to Microsoft Dynamics CRM. or the Outlook forms The forms native to Microsoft Office Outlook.. If you have selected to synchronize your appointments and tasks to your default Outlook folders, when you create a new appointment or task, the Outlook forms open.

Tip

Everyone who was invited to the appointment (required and optional) can view the appointment in their Microsoft Dynamics CRM calendars and in My Activities views.

1. Start Outlook. (Microsoft Dynamics CRM for Outlook must be installed.)
2. Do one of the following:

   Create an appointment in an Outlook form

   Create a task in an Outlook form

   Create a task or an appointment in a Microsoft Dynamics CRM form

   Notes

   • If the duration of an activity is more than 60 minutes (an hour), the value you enter is converted into hours. For example, 70 minutes is converted into 1.17 hours. When the activity is saved, the value is rounded up and might change from the entry that was originally displayed when it was converted from minutes into hours. Note that rounding is only observed on the hundredth of an hour. The exact value for the duration, however, is stored in the database in minutes, and this value is used to calculate the total billing time when resolving cases.
   • When you create recurring appointments or tasks in Outlook, only the first 10 items are synchronized in your Microsoft Dynamics CRM calendar. This number is set by your system administrator.
   • Attachments to Outlook tasks and appointments are not synchronized with Microsoft Dynamics CRM, but continue to be attached with the original item. To attach an item with the activity, save the file to the local drive of your computer, and then manually add the attachment.