Hi,
My goal is to create appointments in CRM that are visible in my team's outlook calender (we have CRM for Outlook installed).
As far as I got: I have to add the organiser field in the activity form and fill it in with the person who is organising the appointment. So far so good, that person gets the appointment in his Outlook calender, but now I want to do that same thing for my team/business unit.
Sadly the organiser field only seems to allow users to be added, not teams. Is there a way around this? I have tried assigning the appointment to my team but then it doens't appear in their calenders either.
This is the adding option I get from the organiser field, as you can see "look for" is locked, I need to be able to search for my team.
Help is greatly appreciated
Kind regards