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Microsoft Dynamics CRM (Archived)

CRM tasks synch to Outlook

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When we create tasks in CRM they appear on our Outlook tasks, however, they do not indicate the contact name nor can we click through to return to the CRM record. Do we have the correct setup? 

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  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: CRM tasks synch to Outlook

    Hi,

    It does sound right. the contact name doesn't sync in task.

    Take a look here for the field synchronization for task entity. technet.microsoft.com/.../dn832089.aspx

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