Plan meetings in Calendar

Product Zbix CRM · Version 1.2.0 · Source reviewed · Reviewed 28 October 2026
Audience CRM users and sales teams · Deployment All supported models

Overview

Calendar displays CRM meeting Activities and, when a personal Microsoft 365 connection is configured, that user’s private Outlook events. It offers Day, Week, Month and Agenda views.

Purpose

Plan and review appointments without confusing private mailbox events with shared CRM records.

Prerequisites

• Activity access for CRM meetings.

• A separately connected Microsoft 365 account and selected calendar mode for Outlook features.

Procedure

1. Open Workspace > Calendar. Choose Month, Week, Day or Agenda and use Previous, Today and Next to select the period.

2. Select New meeting. Enter the title, start/end, timezone, owner and related CRM record where relevant.

3. Review location and reminder settings, then save the meeting.

4. Open an existing CRM meeting to inspect or edit it. Change the timing deliberately and confirm the saved result in Calendar and Workqueue.

5. If Outlook events are visible, inspect their source before importing an event into CRM. Import is explicit and does not automatically associate a customer.

6. For a synchronization conflict or uncertain remote write, review the personal Microsoft 365 page before attempting another write.

Expected result

The CRM meeting uses the same Activity record in Calendar, Workqueue and record history.

Screenshots and diagrams

SS-004 · Month view calendar. Demonstration capture, 28 October 2026. Select the image to enlarge.

Important notes

• Connecting Microsoft 365 does not change CRM login. Outlook sync modes are configured separately.

• CRM-created Outlook events intentionally omit invitees; synchronization is not an invitation-delivery feature.

• A private Outlook event remains private until explicitly imported or associated under the available controls.

Troubleshooting

• No meetings appear: check the date range, selected view and Activity permissions.

• Outlook events are absent: inspect personal connection, selected calendar and sync mode.

• Conflict or Uncertain status: compare the remote and CRM records instead of repeatedly resubmitting.

Related articles

• Record tasks calls and meetings

• Manage your daily Workqueue

• Connect Microsoft 365 mail and calendar