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Desktop Connection - Send 'Propose New Time'-Request?

Hi all,

Scenario: Updates on invitations sent by external

1) Outlook-User with Desktop Connection for SAP CRM got an invitation (Appointment) from an external Organiser

2) User accepts invitation, marks Appointment (via Desktop Connection Outlook Addin) as CRM relevant and triggers sync to SAP CRM

3) User changes time of appointment in CRM and triggers sync back to his Outlook-Client

4) Outlook-Client shows the new time but does not send a 'Propose New Time'-Request to the external Organiser

Question: Does Desktop Connection support updates (made via CRM) on invitations, e.g. send a "Propose New Time Request" to the organiser, if the appointment (invitation) was received by external?

Thanks and kind regards,

Bjoern

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1 Answer

  • Posted on Mar 30, 2015 at 08:49 AM

    Hi Bjoern,

    We recommend creating and maintaining appointments in Desktop Connection, not in CRM. Features such as "Propose New Time" or "Send Invitations" are only available in Outlook, not in CRM.

    Don't hesitate to contact me if you have further questions.

    Kind regards,

    Silvia Backes

    Product Owner

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    • Hi Bjoern,

      To be able to synchronize meetings from external was one of the main goals for Desktop Connection. Regarding your 1. question: yes, synchronization of external (send by a customer) appointments together with "Desktop Connection" is possible.

      2.: Updates regarding some of the CRM fields can be performed and synchronized, e.g. update Account in CRM. But you are right might be better to set Desktop Connection appointments read-only.

      Kind regards,

      Silvia

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