Hi Alex,
Business Opportunities and Business Activities are automatically shown in the CRM-panel so there is no need to manually send the records to the CRM-panel. The CRM-panel shows the data from CRM so you should be able to see the opportunities either in the representative details section or when you click on a contact. If you are added as a representative and your e-mail is defined for the person, you should see your opportunities in the representative section (when you click on your name in the CRM-panel). If a contact is listed in an opportunity, the record should be shown in the contact section (when you click on the contact in the CRM-panel).

Business Activities are shown in the same way but there is also an option to add the activity to the outlook calendar. Therefore you have two buttons in the Business Activity. The “Create Outlook Meeting” button is used to create an appointment in the outlook calendar. It will just create the appointment and use time etc from the business activity. The other button “Sync to Outlook” which appears if the outlook calendar sync is configured, is used to link the activity to an appointment so that changes from outlook will be synced to CRM.

Best regards,
Anna

Perfect Answer Anna,

The problem is the Contact was missing their Email Address. That fixed the problem.

Thank you,

Alex