Hi all,
I am having an issue where Set Regarding is not working through Shared Calendars. Basically:
Sales Manager - creates an appointment
Assistant (full access to Sales Manager calendar) - goes into Sales Manager calendar and clicks "Set Regarding" to an account.
The problem is however is that Sales Manager does not see a link to CRM until he actually opens and then click saves on that appointment. That actually makes no sense.... We tried pushing synchronize and reloading outlook but still the link does not appear. Does anyone know what can I do??? This looks like a bug?
Dan
We use CRM 2011 on premises, with latest Rollup 18 and MS Outlook 2010