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Synchronizing Tasks
This section assumes that:
- Synchronization has been enabled by the System Administrator.
- Your mailbox has been enabled for synchronization by the System Administrator.
- Tasks are synchronized in both directions.
- Tasks modified in the last 14 days are synchronized.
- Where conflicts arise, the Exchange update takes precedence ("wins").
Note: The default synchronization options described above may have been customized by the System Administrator, therefore some outcomes may vary slightly from those described.
Important business rules to understand on task synchronization include:
- A task created by you in Exchange, but assigned to someone else, does not get synched from your mailbox, as you're not the task owner.
- Copies of tasks, where the mailbox owner is not the same as the task owner are not synchronized. For example, a task which has been assigned to you in Exchange, but which you have not yet accepted (and therefore do not yet "own"), is skipped in the synchronization.
- A task created in CRM for multiple users (whose mailboxes are all due to synchronize), will be synchronized - as CRM creates an "owned" copy of each task for each user automatically.
- Recurring tasks are not synchronized.
- Deduplication takes place on the Subject, CRM User/Exchange Owner, Start Date, and Due Date fields. The Time section of the Date/Time fields from CRM is ignored for deduplication. If the Start Date is blank in either CRM or Exchange - which is quite common, as it is not pre-filled in either system - it is ignored for deduplication purposes.
- "Mass" tasks, tasks generated against groups or lists, are not synchronized.
See Also:
Tasks: CRM to Exchange
Tasks: Exchange to CRM
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