Include Additional Appointment Fields in Body of Outlook Calendar Appointment

By default, the standard appointment information is synced from the CRM to the Exchange/Outlook calendar.

Most CRMs support additional information fields in the CRM appointment.

In Riva, it is possible to copy those fields to the body of the appointment in the Outlook calendar when a CRM appointment is synchronized to Exchange.

To allow syncing additional information fields from the CRM to Outlook appointments:

• Apply the following advanced option to the sync policy:

  Sync.Crm.AppendDetailsHyperDescription.Calendar = true (The default is false.)

  This change is effective when the CRM policy is saved and the CRM synchronization service has restarted.

When the changes are effective, the following fields in the CRM appointment are copied to the body of the calendar appointment in the Outlook calendar:

• Contact name.
• Work phone number.
• Home phone number.
• Mobile phone number.
• Account name.

Applies to

• Riva On-Premise 2.4.22 or higher for Office 365 and Exchange.