Adding fields to Task or Appt and have it sync to Outlook

[Stephen Schilling]

Im looking to add some fields to the Task form in CRM and Id like them to
show up as a column in Outlook. For example, I have a 'Task Type' dropdown in
CRM, and would like to see my tasks in outlook with the subject, and date,
etc, but also with the new Task Type so I can easily identify and also sort.

How can I go about making Outlook see the fields to pull from as a column
field. Thanks

[Dave Ireland]

Hi Stephen,

Download the PDF from here: http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=2d497348-0a10-40ce-8edb-b0ee85f1215e


It shows you all the fields that sync. Since you can't customize the fields
that sync, you'd have to push your data into one of these existing fields.

Dave

Post by Stephen Schilling
Im looking to add some fields to the Task form in CRM and Id like them
to show up as a column in Outlook. For example, I have a 'Task Type'
dropdown in CRM, and would like to see my tasks in outlook with the
subject, and date, etc, but also with the new Task Type so I can
easily identify and also sort.
How can I go about making Outlook see the fields to pull from as a
column field. Thanks