Question:
Does CRM support syncing Microsoft Outlook Calendar to My Schedule in iPad?
Answer:
As of version 23R1.0, Veeva CRM supports integrating My Schedule and Microsoft Outlook calendars into one view, enabling users to view all their appointments in one place. Once configured, Users can view My Schedule entries in their Microsoft Outlook calendar, or vice versa. This functionality is available for Lightning UI online, and offline on the iPad platform.
Integrating My Schedule and Microsoft Outlook calendars in an Org requires that the Org has appropriate Engage licenses, and that configuration for Call Planning and Lightning for My Schedule is completed. Additionally, users must have access to Microsoft Outlook, and Microsoft Outlook must be configured for integration with My Schedule.
For information on the configuration required to integrate My Schedule and Microsoft Outlook calendars, please see the Online Help link in the Related Documentation below.
Related Documentation:
CRM Help Documentation: Integrating My Schedule and Microsoft Outlook Calendars