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1 27th March 10:38
fares eidi
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Posts: 1
Default How to remove CRM Tasks from my Outlook



I have installed my CRM Client for Outlook and found that all my assiged
tasks from CRM also now appear in outlook. I can understand this is by
design, but as also connect to my outlook from home and use tasks for private
stuff, is there anyway to disable this ?
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2 27th March 10:38
jeffry van de vuurst
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Posts: 1
Default How to remove CRM Tasks from my Outlook



This doesn't have to be a problem. When you use Tasks for private stuff and
you create them in Outlook at home, you just don't use the "Track in CRM"
button on that task. That way your personal tasks don't end up in CRM.

However, if you don't want to synchronize tasks at all, you could take a
look at CRM -> Options and uncheck "My Tasks" from the Synchronization tab.
The menu CRM -> Local Data gives you even more flexibility in determining
what gets synchronized and what not.

HTH,

--
Jeffry van de Vuurst
CWR Mobility
http://www.cwrmobility.com
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