Task synchronization business rules

The following business rules are applied during task synchronization:

  • Tasks modified in the last 14 days are synchronized.
  • If you create a task in Exchange and assign it to someone else, the task is not synchronized from your mailbox because you're not the task owner.
  • Copies of tasks, where the mailbox owner is not the same as the task owner are not synchronized. For example, a task which has been assigned to you in Exchange, but which you have not yet accepted and therefore do not yet own, is not synchronized.
  • When a task is created in Sage CRM for multiple users who are synchronized with Exchange, an owned copy of the task is created for each user in Sage CRM so the task is displayed in the task list of each user in Exchange.
  • Recurring tasks are not synchronized.
  • Deduplication takes place on the Subject, CRM User/Exchange Owner, Start Date, and Due Date fields. The Time section of the Date/Time fields from Sage CRM is ignored for deduplication. If the Start Date is blank in either Sage CRM or Exchange, it is ignored for deduplication purposes.
  • Mass tasks, and tasks generated against groups or lists are not synchronized.