Another users tasks showing up in outlook

(0) Share

Report

Posted on by Community Member

I am getting another users tasks showing up in my outlook. On the online version, they show that user as the owner, but in my outlook tasks they show me as the owner. If I delete one of the task, it deletes it form both me and the other user. How do I fix this.

*This post is locked for comments

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

Robert Wittig 1,885 on at

Like (0)

Report

RE: Another users tasks showing up in outlook

So in your Outlook client (assuming Outlook 2013 or 2016) and go to File>CRM>Options. Then go the Synchronization Tab on the form that opens and click view or manage the filters (filters is the hyper link word). You will get a list of Views that Sychronize between your Outlook/Exchange and CRM. Locate the one(s) that are for returned type task. And if you are looking for more out of the box functionality make sure it looks like the one below. Keep in mind the filter is really just a view indicating what records will be synchronized with Outlook. IF the filter looks like the one below it should only synchronize tasks where you are on a party list associated to the task.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Another users tasks showing up in outlook

No, I wasn't sure what to look for.

Was this reply helpful? Yes No
Robert Wittig 1,885 on at

Like (0)

Report

RE: Another users tasks showing up in outlook

Have you reviewed your synchronization filters in your outlook client?

Was this reply helpful? Yes No