How to enable the Service Calendar functionality in the Microsoft Dynamics CRM desktop client for Outlook

This article describes how to enable the Service Calendar functionality in the Microsoft Dynamics CRM desktop client for Microsoft Office Outlook. By default, the Service Calendar functionality for Microsoft Dynamics CRM is disabled in the Microsoft Dynamics CRM desktop client for Outlook. You can use the Service Calendar functionality only when you are using the Microsoft Dynamics CRM desktop client. If you use the Microsoft Dynamics CRM laptop client, this functionality is unavailable.

To enable the Service Calendar functionality in the Microsoft Dynamics CRM client for Outlook, follow these steps:

1. Open the Microsoft CRM Web client as a user who has either the System Administrator or the System Customizer role.
2. Click Settings, click Customization, click Export Customizations, and then highlight Site Map.
3. On the More Actions menu, click Export Selected Customizations, and then click OK.
4. Click Save, type a name for the file, click Save, and then click Close.
5. Make a backup of the site map file that you saved.
6. Start Notepad. Open the site map file that you saved. Then locate the two instances of the following sentence in the file.

   <SubArea Id="nav_apptbook" ResourceId="Homepage_AppointmentBook" Icon="/_imgs/ico_18_servicecal.gif" Url="/sm/home_apptbook.aspx" Client="Web">

7. Replace both sentences by using the following sentence.

   <SubArea Id="nav_apptbook" ResourceId="Homepage_AppointmentBook" Icon="/_imgs/ico_18_servicecal.gif" Url="/sm/home_apptbook.aspx" Client="Web,OutlookWorkstationClient">

   Note In this step, you are changing the Client="Web" parameter to Client="Web,OutlookWorkstationClient".
8. Click File. Then click Save.
9. Start Microsoft CRM as a user who has either the System Administrator or the System Customizer role.
10. Click Settings, click Customization, and then click Import Customizations.
11. Click Browse, select the modified file in the Choose file dialog box, click Open, and then click Upload.
12. Click Import All Customizations. Then, click OK.