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Exposing or Synchronizing Dataverse Appointments Rows in/with an Outlook Calendar

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Posted on by Chris1969

We are using the Dataverse standard Appointments table to store various upcoming meetings which are configured and displayed in our PowerApp.

In addition to seeing this information in our PowerApp, our users would also like to see this information on their Calendar screen within Outlook.

Is there a way to either:

Access live appointment data stored in Dataverse from within Outlook ?
Synchronize the appointments data stored in Dataverse with a shared Outlook calendar which all authorized users could access?

And if either of these is possible, what security rights must the Outlook user have regarding Dataverse? Must the appointments in question be within a Dataverse Calendar entity ?

There is an online reference to Server-side synchronization tables

In Power Apps, server-side synchronization provides an interface between Microsoft Dataverse and one or more Exchange servers or POP3 servers for incoming email, and one or more SMTP or Exchange servers for outgoing email.

... but this addresses email, not calendaring.

Categories:

Microsoft Dataverse with Power Apps

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ChrisPiasecki 6,422 Most Valuable Professional on at

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Hi @Chris1969,

Server Side Sync also allows you to synchronize Appointments, Tasks, and Contacts. Take a look at the articles under this section. It shows how to setup the server-side-sync, and multiple methods you can use to automatically sync your Appointments/Tasks/Contacts/Emails. For example, you can use the Dynamics 365 App for Outlook and use categories to track emails/appointments.

There is a lot of information so you'll want to take a bit of time to understand the different options available and choose that which best fits your users needs.

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Chris1969 83 on at

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Thank you @ChrisPiasecki; this is perfect. I really appreciate it.

For others who may read this post, please note that the first link above is for Set up server-side synchronization of email, appointments, contacts, and tasks

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