Using Excel to Create Outlook Calendar Meeting

[WarrenCarr]

Hello,

I would like to integrate Outlook and Excel. I have a workbook that I use to keep track of clients and prospects. It keeps track of where they are in the sales process. When they get to a point that they want to have a meeting, I have to manually mark the day in Outlook to make a reminder of when it is. I want to be able to tell Excel the follow up date and have it automatically make a meeting and/or task in Outlook. I can then look at outlook's calendar for the day and know which prospects need to be contacted.

Is there any way to do this? If any additional info is need, please let me know.

Thanks,
WC

 

[Worf]

An example:

' sheet module
Private Sub Worksheet_Change(ByVal Target As Range)
Dim oi As Object, ra, oa, resa As Recipient, olapp As Outlook.Application
If Target.Column = 5 And IsDate(Target) Then                            ' monitor column E for dates
    Set olapp = CreateObject("Outlook.Application")
    Set oi = olapp.CreateItem(olAppointmentItem)
    oi.MeetingStatus = olMeeting
    oi.Subject = "Strategy Meeting"
    oi.Location = CStr([a1].Value)
    oi.Start = CDate(Target) + CDate("1:30:00 PM")
    oi.Duration = 90
    Set ra = oi.Recipients.Add(Target.Offset(, -2))
    ra.Type = olRequired
    Set oa = oi.Recipients.Add(Target.Offset(, -1))
    oa.Type = olOptional
    Set resa = oi.Recipients.Add(CStr([a1]))
    resa.Type = olResource
    oi.Display
End If
End Sub