Ok, so here is my scenario:
- two users
- both are Admins
- both are part of a Team (GERE)
- Server Side Sync is setup
I have a work flow set that has a series of Tasks and two Appointments. Each Task is has an Owner set as the Team. The Tasks sync perfectly both to from CRM to Outlook and as each user completes the Task syncs back to CRM and back to the other User.
Appointments are the issue. The appointments will only sync to the Outlook of the person that Created the Opportunity. Even though the Owner is set as Team.
- have modified the Sync filter to have:
- start time
- end time
- recurrence = no
- Owner - Team
If I set the Organizer of the appointment I am only able to chose Users and not a team and then the Created By user receives the appointment and still not the other team member.
Please help!!!