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Outlook appointments and tasks (Classic Outlook integration)

To schedule a task from Outlook:

1. Click the Tasks folder in Outlook.
2. Click New Task from Home | New. The Task window is displayed.
3. Complete the details of the task, and set a reminder if you want. Although you can add a contact to the task in Outlook, this will not be reflected in CRM, even if the contact is in CRM.
4. Click Save And Close. The task is displayed in your Task list in Outlook.
5. Click Sync, then switch to CRM. The task is displayed on the My CRM | Calendar tab. If you set a reminder in Outlook, it pops up in Outlook as a Reminder, and in CRM as an onscreen notification.This applies to tasks and appointments.

Tasks created in Outlook are given the default completion time of 12 noon on their Due Date in CRM.

See Also:

CRM appointments and tasks (Classic Outlook integration)

Working with appointments, meetings and multiple users (Classic Outlook integration)

Recurring appointments and tasks (Classic Outlook integration)

All day events (Classic Outlook integration)

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