web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

CRM Outlook Client not syncing reminders on Tasks

(0) ShareShare
ReportReport
Posted on by 105

I have client who has a task attached to a case and has it set to remind them when the task is due.  Outlook prompts her that the task is due.  She does not dismiss the reminder.  She then marks the task as completed.  She then goes back to Outlook and runs a sync and the Task removes itself because it is completed but the reminder remains.  Anyone know if CRM syncs the reminders?  If so what setting would I check to see if it is enabled.

*This post is locked for comments

I have the same question (0)
  • Saurabh Profile Picture
    540 on at

    Hi

    Did you manage to solve the problem?

    Cheers

    Saurabh

  • cjwagner Profile Picture
    105 on at

    No, looks like it is consistant across all of our customer's servers and even on our server. For some reason the reminder stays on the reminders window untill you dismiss it. The CRM Outlook client will only remove the task but not the reminder.

  • Saurabh Profile Picture
    540 on at

    Hi

    Please check the following :

    In Outlook CRM>options>General Tab-Select which forms to use- I have checked all 4 boxes.

    Outlook CRM>options>Synchronization tab-"Synchronize MS CRM items with my default Outlook folders".Check the boxes that apply.

    Hope this should work.

    Cheers

    Saurabh

     

  • Gareth Tucker Profile Picture
    25 on at

    I experienced the same thing and raised a case with MS.  They recognised it was a bug.   They indicated I wouldn't see a fix until rollup 12 or so (low priority).   We built a plug-in to auto-delete the CRM Task when it is completed by a user so that the Outlook task is deleted and the Outlook reminder doesn't fire.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans