Outlook Appointments and Tasks (Classic Outlook Integration)

To schedule a task from Outlook:

1. Select the Calendar folder in Outlook.
2. Select the New drop-down arrow on the Toolbar, and select Task. The Task window is displayed.
3. Complete the details of the task, and set a reminder if you wish. Although you can add a contact to the task in Outlook, this will not be reflected in CRM—even if the contact is in CRM.
4. Select the Save And Close button. The task is displayed in your Task list in Outlook.
5. Select the Sync button, then switch to CRM. The task is displayed in My CRM. If you set a reminder in Outlook, this will pop up in Outlook as a Reminder, and in CRM as an on-screen notification.

Tasks created in Outlook are given the default completion time of 12 noon on their Due Date in CRM.

If you set a reminder in Outlook, this will pop up in Outlook as a Reminder, and in CRM as an on-screen notification.This applies for Tasks and Appointments.

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See Also:

CRM Appointments and Tasks (Classic Outlook Integration)

Working with Appointments, Meetings and Multiple Users (Classic Outlook Integration)

Recurring Appointments and Tasks (Classic Outlook Integration)

All Day Events (Classic Outlook Integration)

Downloading the Outlook Plug-in for Classic Outlook Integration

Using CRM from within Outlook (Classic Outlook Integration)

Adding Contacts: CRM to Outlook (Classic Outlook Integration)

Reviewing Synchronization Conflicts (Classic Outlook Integration)

Filing E-mails from Outlook to CRM (Classic Outlook Integration)

Reinstalling the Outlook Plug-in for Classic Outlook Integration

Uninstalling the Outlook Plug-in for Classic Outlook Integration