Activity Syncing with Outlook removes dates from CRM Tasks

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Posted on by AXEON Man

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I started noticing this about 2 months ago but cannot define an event that would cause the change.

If I have an activity created in Outlook or CRM that is set to sync (I sync 99% of my activities with CRM), if I move that activity due date in Outlook, there is a good chance (though not seemingly 100%) that the task will move in Outlook just fine but CRM will display that task with no start or due dates.

In Outlook, the taks will still be properly linked to the correct CRM entity and have the new due date -none of the problems in the CRM view.

While this is fine for my personal task management, this could be a nightmare as I encourage my team to use CRM activities more heavily.

Anyone have any ideas? No amount of searches has given me a clue. I'm running CRM Rollup 6, Outlook 2010 with the most recent connector (same problem existed on rollup 2). I've tested syncing to two different machines -same result. No other devices are syncing (I've disabled all mobile task syncing to troubleshoot). Web-based Outlook reflects the same task information as in the application -dates are correct.

No fun.

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AXEON Man 1,063 on at

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Update, just created a new task in CRM. As soon as it sync'd to Outlook, the only date Outlook showed was the reminder date which was also the "due date" from the CRM activity. I wonder if somehow my CRM due date is linked to outlook's reminder date field? When I remove reminders in Outlook, then it seems due dates disappear in CRM. Oi.

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Gus Gonzalez 27,113 on at

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I bet you are correct...do you have a Data Fields tab available on the record in Outlook that allows you to see which field in Outlook is mapped to which field in CRM?

That would answer the question for you. :)

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AXEON Man 1,063 on at

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If only it were that easy. Microsoft has hidden well the data field mapping for activities and the Outlook counterparts.

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Tyler Page 80 on at

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Any updates to this? I am also having this problem with 15 or so tasks.

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AXEON Man 1,063 on at

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Boy, don't I wish. I'm still trying to get consistent symptoms. Basically, I know if I create an activity in CRM, it syncs to Outlook and I get the irritating reminder. I "dismiss" the reminder and on the next sync, there is no more start or due dates in CRM and sometimes none in Outlook. OWA sometimes lists task dates differently at this point as well. Serious pain in the butt.

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KALAIVANI EKAMBARAM 50 on at

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Hi,

I think the information that I am providing below could help you which the field map between MS CRM 2011 and MS Outlook for Task Activity.

CRM-Outlook Field Mappings

-------------------------------------------

Field in Outlook Field in CRM

----------------------- -------------------

Task

-----------

Body description

Due Date scheduledend

Priority priority

Start Date scheduledstart

Status computed from Activity State Code and Appointment Status Code

Subject subject

Unsynchronized Outlook fields include

--------------------------------------------------------

Reminder, Contacts, Categories, Privacy Flag, Date Completed, Total Work, Companies, Mileage, Billing Information

Thanks,

Thiru

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AXEON Man 1,063 on at

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The big question here is how to edit these...

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Community Member on at

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I have Clients experiencing the same issue and I am not able to consistantly reproduce it.

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AXEON Man 1,063 on at

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Update: Today, I used Outlook to move due dates of activities forward (my list is always too long). This time, I resisted the temptation to sync via the button in the ribbon. I have my sync interval set to 5 minutes. All of my activities missing due dates cleared up completely in CRM and has stayed that way for hours. My task list in OWA is also accurate. So, an observation but certainly NOT a solution yet.

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Mohammad Atif on at

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Hi All,

If any one observing this behavior consistently, then may i request any one to open a support case with Microsoft with solid repro steps.

Thanks,

Mohammad

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