Synchronizing tasks from Exchange to Sage CRM

Only tasks in the default Tasks folder are synchronized with Sage CRM. If you do not want to synchronize a task with Sage CRM, you should create it in a secondary folder. To create a task in Exchange and view it in Sage CRM:

  1. In Outlook, click Tasks | New.
  2. Add the new task details.
  3. Click Save and Close.
  4. After the next synchronization, go to Sage CRM and check for the new task in My CRM | Calendar.