Tip #270: Close Appointments from Outlook

We recently posted a tip about how non completed tasks are deleted from CRM if the owner deletes the task in Outlook. The same applies to non “closed” appointments. The problem is, for Outlook users, there is no “close appointment” button in Outlook. The user must open the Appointment in CRM to close the appointment (and therefore, many appointments never get closed).

One recipe for closing tasks, suggested by Gustaf Westerlund, the Swedish Chef of CRM, is to create a workflow that runs on update of the description field and closes the appointment when the description contains a unique phrase like “CLOSE ME” That way, users can close appointments directly from Outlook by simply writing “CLOSE ME” at the end of the description field.

Got any tips? Want to be as awesome as Gustaf? Send them to jar@crmtipoftheday.com.

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