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Showing posts from October, 2014

Outlook appointments untracked by Outlook client

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We discovered a strange behaviour where all previously tracked appointments are somehow untracked within few minutes after tracked. After hours of troubleshooting, we found that Outlook Client background synch automatically untracks those appointments if the following conditions are true: a. User A shared Outlook calendar permission with Editor access level to User B. b. Both User A and B have Outlook Client installed and are connected to different CRM instances or environments, eg. UAT vs PROD. c. When User B starts Outlook and views User A’s Outlook calendar, the Outlook Client will untrack all tracked appointments of User A. I presume such behaviour occurs because User B could not find the related CRM Appointment record in the CRM instance which User B has access to. You will then find the following conditions or behaviours: 1. CRM toolbar shows the appointment is untracked, and last modified by is the User B. 2. If you click on Track button in Outlook, this will create d