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When I create a task in CRM, the task gets synced into Outlook. I can then see the task in the Outlook task-list and in Microsoft To-Do. Any changes (like changing closing date, acitivity status etc.) I make in CRM gets synced to Outlook.
But changes I make to the task in Outlook does not get synced to CRM. E.g. if I change the follow-up date or task status in Outlook, these changes will not show in CRM.
What is going on?
You can first check under "system settings" by navigating to settings > administration > system settings > synchronization tab > system filters > synchronization fields > select task entity > ensure 2 way sync is enabled here.
If that checks out, you could then login as your user account > click gears in the right hand corner > options > synchronization tab > filters > ensure that the contact filter is allowing synch from both ways.
If that all looks good, I would suggest opening up a support request with Microsoft Support to see why the data is not synching back into Dynamics.
Thank you. Both of your suggestions check out.
It turned out that changes made in Outlook does sync to CRM - it only takes around 10-15 min. for the changes to take effect.
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