Syncing Calendar Items Between IBM Notes and Microsoft Dynamics CRM with Manual Sync

LinkPoint Connect offers users the flexibility to control when and how their calendar items are synchronized between IBM Notes and Microsoft Dynamics CRM with a Manual Sync feature. In this section, you will learn how to use Manual Sync to synchronize calendar items both to and from IBM Notes and Microsoft Dynamics CRM.

cursor-48

Click the images throughout the Knowledge Base to see full size versions of screen captures.

 


Syncing Calendar Items Between IBM Notes and Microsoft Dynamics CRM with Manual Sync

Tip_WebTip: LinkPoint Connect will only sync one-to-one between an IBM Notes Calendar and Microsoft Dynamics CRM. This means that while you may have access to more than one IBM Notes Calendar (i.e. your calendar, a team or group calendar), you can only choose one calendar to sync with Microsoft Dynamics CRM. Note that if you choose to sync with a shared IBM Notes calendar, all items not marked as private will sync to your specific Microsoft Dynamics CRM calendar.


Step_1

Click the LinkPoint Assist icon in the system tray with the right mouse button and then select Open Synchronization in manual mode.

Syncing_Manual_Calendar_lnsf_1


Step_2Select the Calendar checkbox. Deselect any other items you do not want to sync at this time.

Syncing_Calendar_Manual_lnmsdcrm_2


Example_WebExample: In this example, we will demonstrate how to sync Calendar items.

 


Step_3Click the Start Sync button to proceed.

 

Syncing_Calendar_Manual_lnmsdcrm_3


Tip_WebTip: You will have a chance to review and confirm the items to be synchronized before the tool actually runs the synchronization process.


Additional_Resources_WebAdditional Resources: Several default Calendar Sync Rules are applied as part of the sync process. These settings can be configured using LinkPoint Assist. This includes choosing whether or not to sync items marked as Private.


Step_4Click Yes in the Start Sync dialogue box.

 

Syncing_Manual_Calendar_lnsf_4


Step_5Review the Synchronization Summary window to see a list of all new or updated calendar items that match the established sync criteria. Items that exist in Microsoft Dynamics CRM appear on the left. Items that exist in IBM Notes appear on the right.

Syncing_Calendar_Manual_lnmsdcrm_5


Tip_Web

Tip: Attachments included with Calendar items do not sync to Microsoft Dynamics CRM as part of the sync process. You will be able to see the file names of the attachments that were included, but these attachments remain in IBM Notes.


Step_6Review the icons in the Action column to determine how LinkPoint Connect will be syncing the displayed items. These actions relate to new, updated, or deleted items either in Microsoft Dynamics CRM or IBM Notes.

Syncing_Calendar_Manual_lnmsdcrm_6

Syncing_Calendar_Manual_lnmsdcrm_6b


Step_7Right click an Action icon to launch a list of additional options for the item. Users can choose to Ignore differences until the next time one changes or Ignore difference forever.

Syncing_Calendar_Manual_lnmsdcrm_7


Tip_WebTip: This is useful for excluding specific items from the sync for a single time or to exclude an item from the sync moving forward. Some users may have appointments that, while not marked as Private, do not need to be or should not be added to Microsoft Dynamics CRM or IBM Notes.


Tip_WebTip: You can select multiple calendar items to apply changes by clicking the items with your mouse while holding the Shift key on your keyboard. Once the items are selected, right click to review the Action options.

Syncing_Calendar_Manual_lnmsdcrm_Tip7


Step_8Click the Ok button to confirm the items to sync and to run the actual sync process.

 

Syncing_Calendar_Manual_lnmsdcrm_8


Tip_WebTip: LinkPoint Connect will confirm the sync completion by updating the Last Run date and time in the Synchronization window.

Syncing_Calendar_Manual_lnmsdcrm_Tip8


Download_WebDownload: Access the complete LinkPoint Connect: IBM Notes + Microsoft Dynamics CRM User Guide in .pdf format. Get the User Guide


Support_WebStill need help? Contact our Support Team.