Create an appointment in an Outlook form

1. If you have Outlook 2007 installed, on the File menu, point to New, and then click Appointment.

   - OR -

   If you have Outlook 2010 installed, on the Home tab, click New Items, and then click Appointment.

2. Complete the form.
3. In the CRM group, click Track.
4. If you want to select a record to link to the appointment, click Set Regarding. Click the record that you want, and then click OK.
5. Click Save or Save and Close.

   After you save the record, the View in CRM button is available. To open the Microsoft Dynamics CRM activity to add or edit information, click View in CRM.

   The appointment appears in your Outlook calendar. If you chose to track the appointment in Microsoft Dynamics CRM, it appears in your list of activities, and also in your calendar in Microsoft Dynamics CRM.

Note

To edit an appointment, in your Outlook Calendar, open the appointment, make your changes, and then save the item.