Ramblings about MS Dynamics CRM 2011 and coding basics.

Wednesday, February 13, 2008

CRM 4.0 Activity Synchronization

The Microsoft Dynamics CRM 4.0 Installing Guide for the new features in CRM of Outlook reads: "Activity tracking and synchronization improvements are included. Microsoft Office Outlook tasks can now be mapped to Microsoft Dynamics CRM letters, faxes, tasks, and phone calls."

I always thought it was strange that CRM 3.0 Activities of TASK and APPOINTMENT were the only items that mapped into Outlook. In my experience, the synchronization of CRM Tasks to Outlook has never been that useful, since Outlook only will remind you about your tasklist once a day. If you would like to be reminded of something to do during the day, then you should set up the CRM Appointment, since it will synchronize with your Outlook calendar and therefore remind you at the appropriate time.

Even though the other activities can now be mapped to your Outlook Tasks, I think using Appointments is still the way to go for functionality purposes.

Labels: , , , , , ,

0 Comments:

Post a Comment

<< Home