Sync to Outlook

Explanation

This activity is used to create an outlook meeting from a business activity.

Prerequisites

• A Business Activity must have been entered and saved.
• The Outlook Calendar Sync must have been configured and started.

System Effects

As a result of this activity, an outlook meeting is created and linked to the business activity. Changes in Outlook will be synchronized to IFS Application.

Window

N/A

Related Window Descriptions

N/A

Procedure

1. Open the Business Activity page and search for the record you want to synchronize with outlook.
2. Click Sync to Outlook.
3. Wait until Sync Status is changed to Synced.
4. Open the appointment in Outlook. Click Open Outlook Meeting to view the meeting in Outlook web.
5. If contacts and representatives were entered for the business activity, these are listed in the body of the appointment. Add them as attendees and send the meeting invitation.