Jun 08 2023 11:24 AM
I made a CRM in an Excel Worksheet in hopes to cold call potential new clients. I want to import it into our Outlook Calendar so that it will remind our sales guy(s) when he needs to do return calls or so we can schedule when he calls them. I go to Outlook, File, Import & Export, Import & Export, Import From Another File, Comma Separated Values, Select the .xlsx file, select the calendar i want it to go into, and then get a translator error. Why is that happening? Am i formatting the CRM incorrectly? I used a Customer Contact List Template.
Thank you for any help, Microsoft support hasn't been able to help with this, so far.
Jun 11 2023 10:11 PM
Here are some possible reasons and maybe some solution helps:
If you continue to encounter issues, you may consider using alternative methods to link Excel with Outlook, such as using VBA macros or third-party add-ins that provide more advanced integration options between the two applications.
Additionally, keep in mind that Outlook also has its own built-in Contact management system (Outlook Contacts), which may be a more suitable place to store and manage your CRM data instead of the calendar.
Jun 12 2023 12:59 PM
Jun 12 2023 11:11 PM
To convert your follow-up items from a to-do list into tasks in Outlook, you can follow these steps:
By copying the follow-up items to a task folder, you effectively convert them into tasks within Outlook. Now, you can work with these tasks, assign them to others, set due dates, and share them with colleagues.
To share your tasks with others, follow these steps:
Please note that the availability of sharing options may vary depending on your specific version of Outlook and the configuration of your email account or network environment. If the "Share" option is grayed out, it is possible that the sharing feature is disabled or restricted in your organization. In such cases, you may need to consult with your IT department or system administrator for further assistance in enabling or configuring sharing options.
Additionally, keep in mind that sharing tasks typically requires the recipients to be using Outlook or a compatible task management system that supports task sharing.
Jun 13 2023 06:33 AM
Jun 13 2023 10:24 AM
Jun 13 2023 10:31 AM
Jun 13 2023 11:28 AM
"I noticed I can share my tasks but don't know how to turn my to-do list into tasks"
In modern Outlook tasks are integrated with To-Do for the accounts hosted by Microsoft (like outlook.com for consumers and 365 tenants)
Not sure it is still in preview or not.
Jun 13 2023 02:36 PM
Jun 14 2023 09:17 AM
Windows version doesn't matter, you need to have proper Office 365 subscription. This work at least on Current channel.