jcanavan
Thu Aug 09 23:12:06 CDT 2007
Frank,
Excellent, it worked. Thanks for that.
Justin
"Frank Lee" wrote:
> Yes, there is a field within the Outlook task object that tracks the CRM id
> "crmid"
> add that value to a column on the Outlook task view and it will display a
> value for those tasks that are CRM "tracked" - from there you can filter it
> to the way you like.
>
> You can reference this link for the contacts view:
>
http://www.workopia.com/howto/DisplayParentAccountOutlookContactForm.htm
>
>
> Frank Lee, Microsoft CRM MVP
>
http://microsoft-crm.spaces.live.com
>
http://www.workopia.com/Links.htm
>
> "jcanavan" wrote:
>
> >
> > G'Day all,
> >
> > I have a client who in Outlook has a mixture of CRM generated tasks and his
> > own created tasks. Within the Outlook task panel he would like to only show
> > either the CRM generated tasks or only the tasks he created (non-CRM tasks).
> >
> > I have looked at a number of task fields in outlook but have not been able
> > to find any that identify a task as having been created by Microsoft CRM
> > (using the theory that I could create a filtered view of tasks)
> >
> > Does anybody have any suggestions?
> >
> > Thanks
> >
> > Justin