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How do I sync outlook calendar with the Veeva schedule?

How do I sync outlook calendar with the Veeva schedule?

10 comments

  • Avatar
    Sean X

    Hi Silpa,

    The feature we have is the ability to use external calendar feature in iRep. Please see the guide here:

    https://crmhelp.veeva.com/doc/Content/CRM_topics/Scheduling_Planning/Call_Planning/Schedule_Management/My_Schedule_iRep/Configuring_External_Calendars.htm

  • Avatar
    Silpa Kandukuri

    Hi Sean,

    Thank you for responding and could you please let me know, Is this feature is available on Veeva CRM for windows app.

  • Avatar
    Silpa Kandukuri

    Hi Sean,

    I have one more query for related planned calls. Could you please let us know, how to put my planned calls for next week in Veeva ?

  • Avatar
    Sean X

    Hi Silpa,

    Currently, it's only for iPad.

    As for your second question, do you mean schedule calls for next week? 

    FYI, https://crmhelp.veeva.com/doc/Content/CRM_topics/Scheduling_Planning/Call_Planning/My_Schedule_Overview.htm

  • Avatar
    Silpa Kandukuri

    Hi Sean,

    Thank you for responding.

    Could you please let me know, Sync outlook calendar with the Veeva schedule feature can be done through the Salesforce instead.

  • Avatar
    Silpa Kandukuri

    Hi Sean,

    Could you please let me know, Sync outlook calendar with the Veeva schedule feature can be done through the Salesforce?

     

     

  • Avatar
    Sean X

    Hi Silpa,

    Could you explain more details for your question? What's the meaning it can be done through the Salesforce?

    To avoid scheduling conflicts, users can view their personal or work calendars in conjunction with their CRM for iPad calendar. All calendars in the iPad calendar application are available in CRM for iPad.

  • Avatar
    Silpa Kandukuri

    Hi Sean,

    Actually we told to our Sales reps, as currently this feature is available only for iPad but they were asking to synchronizing the Outlook calender with Veeva schedule is possible through Salesforce (Synchronizing the Outlook with Salesforce) for Microsoft Surface Pro, So could you please suggest us, if we can Sync Outlook with Salesforce which provides the ability to sync Veeva Calls and Calendar entries for Veeva CRM on Windows?

     

     

  • Avatar
    Sean X

    Hi Silpa,

    No, it's not supported yet.

  • Avatar
    Silpa Kandukuri

    Hi Sean,

    Thank you so much for clarifying this. 

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