Select which Appointments should be synced to Outlook from D365 CE

Perhaps you want to select what all Appointments should be synced to Outlook and not all from Dynamics 365. You can simply have a custom filter control this behavior for yourself and choose which all Appointments should go over.

Customization

Add a new Two Option field in your Dynamics 365 Appointment entity which will specify if the Appointment should be sent to Outlook or not.
isSyncedField

 

Personal Settings

Now, you’ll need to add this field to the My Appointments view for yourself. You can do so by going into your Personal Settings from the Gear Icon on top-right corner
Options

Then, go to Synchronization and select filters as shown below
selectFilters

viewSelector

You can modify the My Appointment view in your custom filters as follows

modifiedFilter.png
Choosing which Appointments to Sync

Now Appointment 1 and Appointment 3 are marked as Is Syned? == Yes. So only those will appear in the Outlook and the rest will stay in D365 itself.

Scenario

In my Dynamics, I created 3 Appointments – Appointment 1, Appointment 2 & Appointment 3.

Of which, Appointment 1 and Appointment 3 are marked to be synced and Appointment 2 is marked to not Sync. See below –

table

So, only Appointment 1 and Appointment 3 will be synced and not Appointment 2

synedOnlySelected

Hope this helps!

Advertisements

D365 Quick Tip: Higher version of D365 For Outlook won’t work older D365 Online

Most clients are now upgrading their D365 Online from 8.2 version to the newer 9.0 / 9.1 versions. Now, I know D365 App For Outlook is the way to go. However, some clients want to stick their classic flow of Set Regarding from the Outlook client (even though D365 App For Outlook seamlessly provide all of this)

If you’re planning that you start upgrading users’ D365 For Outlook version to v9 so that you can set them up already even before D365 goes to v9, then this won’t work.

Here’s the link to download the version 9 of the Dynamics 365 For Outlook – https://www.microsoft.com/en-us/download/details.aspx?id=56972

actualVersion

But, if you update the existing version to the one above and expect it to connect to your 8.2 D365, it won’t work and give you the following error –

shortError

And you can the details which mentions that the current version is too high

expandedError

Conclusion

Plan your upgrade for D365 to v9 such that you get ample time to upgrade the v9 version of your D365 For Outlook too.