Syncing main calendar folder with subfolder

Question

I use a CRM that has a calendar syncing function with Outlook. The problem with it is, in order for the CRM to link to Outlook, it creates a sub-folder within the main Outlook calendar, and syncs both ways specifically with that sub-folder. This is fine, except that if we have events come in via email, when we accept those events, they do not appear or sync in that sub-folder, only in the main calendar folder.

Is there a way to sync all activities in the main calendar folder with a sub-folder? I've tried messing with rules to send calendar invites to the specific sub-folder, which works, but when I accept the invitation, it disappears from the sub-folder, since the rule only applied to the invite specifically. Looking for a solution here so that the sub-folder can house everything between the CRM and the main calendar.

Thanks.

Answer 1

Hello Kevin Howard3,

Thank you for posting your reply in Microsoft Community.

Unfortunatily there is no direct way to Sync two calendars in Outlook, however there are some add-ins that can help you achieve this.

In this Microsoft community discussion about Sync multiple calendars in one | Microsoft Community multiple solutions were presented such as add-ins and Power Automation.

We suggest that you use Microsoft Power automate to create a flow that syncs the two calendars. you can start with Microsoft Power Automate documentation | Microsoft Learn

We are happy to provide any further assistance if needed.

Best regards

Microsoft Community

Answer 2

Hi Eleni,

I'm not sure what Dynamics 365 is - we do not use this. I also don't exactly have a brief to share other than what was in my original question, as what I'm looking for is whether or not the main outlook calendar can sync directly with a sub-calendar (I believe this is technically just called a sub-folder).

The CRM that we use (RedTail), in order to sync with Outlook, creates this sub-calendar folder within the main Outlook calendar. Redtail will only sync back and forth with this sub-calendar folder, not the main calendar. The issue that we are having is that if someone sends meeting invites or requests via email, the accepted invitation only appears in the main calendar, not in the sub-folder. We need it to appear in the sub-folder, or we need the main calendar and sub-folder to sync so that all of the data is identical.

Answer 3

Hello Kevin Howard3,

Thank you for posting Microsoft Community

Based on your description, You are using CRM that has a calendar that syncs with Outlook.

We need to know if you are using Dynamics 365 for Outlook.

If you do, we recommend that you reach out to our separated team who is dedicated to handling Dynamic 365 with the resources to test and provide the right solutions.

Kindly post on Find answers across the Dynamics 365 Community, so the dedicated support team of engineers can check and assist you to have this resolved.

If you are not using Dynamics 365 for Outlook, kindly provide a step by step detailed brief so we can test in our end and assist you with the right steps to overcome this challenge.

Looking forward to hearing from you!

Best regards

Microsoft Community

Answer 4

Dear Kevin,

I hope this message finds you well!

Thank you for reaching out to the Microsoft Community. We appreciate your inquiry, and we are dedicated to assisting you promptly. Our team is actively reviewing your situation, and we will provide you with an update on the thread accordingly.

Your patience and understanding are valued, and we sincerely thank you for your time and cooperation.

If you have any further questions or concerns in the meantime, please feel free to let us know. We are here to help!

Best regards,

Microsoft Community