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Microsoft Dynamics CRM (Archived)

Opportunity follow up

Posted on by Microsoft Employee

How can I disable the pop up/task in Outlook created by the follow up date in an opportunity? I have a user, who do not want to have these tasks put in her Outlook Calendar.

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Opportunity follow up

    Thanks :-)

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Opportunity follow up

    Hi,

    The user can disable his synchronized datas with Outlook:

    under his personal options; SYnchronization; user filter and disable the filter for tasks:

    4048.2017_2D00_12_2D00_04-08_5F00_50_5F00_53_2D00_Administration-_2D00_-Microsoft-Dynamics-365.png4048.2017_2D00_12_2D00_04-08_5F00_50_5F00_53_2D00_Administration-_2D00_-Microsoft-Dynamics-365.png

  • Suggested answer
    ARIFNIIT Profile Picture
    ARIFNIIT 1,391 on at
    RE: Opportunity follow up

    do not synch task with outlook. apply synch filter in outlook.

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