We help IT Professionals succeed at work.
Get Started

Synchronize Dynamics CRM activities without the CRM Client for Outlook

1,040 Views
Last Modified: 2013-11-24
Using Dynamics CRM 4.0 with Update Rollup 8. We'd like to be able to have tasks, appointments and other activities synchronize with users Exchange mailboxes without them having to run the CRM Client for Outlook.

For example, a salesperson is out of the office and someone (or some workflow) creates a phone call task for them. We'd like that to get pushed directly into Exchange so that it syncs with their windows mobile phone without having to run Outlook to synchronize the activity.

This may or may not matter, but we are using a hosted Exchange server.
Comment
Watch Question
Principal Consultant
CERTIFIED EXPERT
Commented:
This problem has been solved!
Unlock 2 Answers and 4 Comments.
See Answers
Why Experts Exchange?

Experts Exchange always has the answer, or at the least points me in the correct direction! It is like having another employee that is extremely experienced.

Jim Murphy
Programmer at Smart IT Solutions

When asked, what has been your best career decision?

Deciding to stick with EE.

Mohamed Asif
Technical Department Head

Being involved with EE helped me to grow personally and professionally.

Carl Webster
CTP, Sr Infrastructure Consultant
Ask ANY Question

Connect with Certified Experts to gain insight and support on specific technology challenges including:

  • Troubleshooting
  • Research
  • Professional Opinions
Did You Know?

We've partnered with two important charities to provide clean water and computer science education to those who need it most. READ MORE