by Bjørn Storkholm
17. July 2009 17:10
I’ve been messing a bit today, with installing the Outlook Client for Microsoft CRM. I had a few issues regarding my own infrastructure, but got that solved in a short time.
But when I got it up and running there was one thing that was really annoying, that Google couldn’t give me an answer to. When I synchronized with the server, all appointments and other items that were categorized as [CRM] regarding: <some account>.
Seems fair enough, but I’d like my appointments from CRM to have another color, so I can easily see which appointments should be invoiced, and which is private. But this did not seem to be possible. Trying to do this, the CRM category is not editable at all.
As mentioned Google gave no answers, and some MVP at a Microsoft forum claimed, that it is not possible to edit the color of the CRM category. What a bummer.
But hey…. The answer is quite simple. In Outlook go to folder view, right click Mailbox select Properties for… click the button Upgrade to Color Categories…
This will create new categories for all the items that you’ve already related to CRM. And these categories are editable. If in the future, you add some new appointments related to a customer, that doesn’t have a category yet, just find the Upgrade to Color Categories… button again.
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