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Tasks: Exchange to CRM

To create a task in Exchange and view it in CRM:

  1. From Outlook, add a new task (Tasks | New).
  2. Click Save and Close.
  3. Switch to CRM, and after the next synchronization has taken place, check My CRM | Calendar for the new task.

Note: Only tasks from the default Tasks folder are synchronized with CRM. If you have tasks that you do not want to synchronize to CRM, then it is recommended these are created in secondary folders.

See Also:

Synchronizing Tasks

Tasks: CRM to Exchange

 

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