CRM tasks synchronization

Can a CRM user create tasks in CRM for someone else and have it synchronize
into Outlook for that other person? I've enabled the synchronization from
the Outlook client and my own tasks are synchronizing but tasks for others
are not.

Thanks in advance,
Dawn

Stephane
Wed Feb 21 08:20:30 CST 2007

On Feb 21, 3:04 pm, TSIDawn <TSID...@discussions.microsoft.com> wrote:
> Can a CRM user create tasks in CRM for someone else and have it synchroni=
ze
> into Outlook for that other person? I've enabled the synchronization from
> the Outlook client and my own tasks are synchronizing but tasks for others
> are not.
>
> Thanks in advance,
> Dawn

Hi Dawn,

If you assign a task to someone else (the CRM owner is the other
person), then the Outlook add-in of that person should get the task.
Did you try creating the task for them in CRM directly, ie: Activities/
New Task using the web interface ?

Thanks,
St=E9phane.

TSIDawn
Wed Feb 21 09:31:33 CST 2007

Stephane,

Your comments helped me figure out I was on the right track but that the
client option for syncing has to be set on every client...duh. THANKS!

Dawn

"Stephane Dorrekens" wrote:

> On Feb 21, 3:04 pm, TSIDawn <TSID...@discussions.microsoft.com> wrote:
> > Can a CRM user create tasks in CRM for someone else and have it synchronize
> > into Outlook for that other person? I've enabled the synchronization from
> > the Outlook client and my own tasks are synchronizing but tasks for others
> > are not.
> >
> > Thanks in advance,
> > Dawn
>
> Hi Dawn,
>
> If you assign a task to someone else (the CRM owner is the other
> person), then the Outlook add-in of that person should get the task.
> Did you try creating the task for them in CRM directly, ie: Activities/
> New Task using the web interface ?
>
> Thanks,
> Stéphane.
>
>