8

We have recently encountered a problem with CRM reminders popping up in Outlook (MS Office 2010): when the due date of a task has been reached, Outlook client generates a reminder message (like for tasks in Outlook) which gives you the option to postpone the task(s), open them or close them. If you click "close" now, it will delete the original due date/time of the task within CRM - leaving you with blank fields in the overview, reports etc.

Since we have only noticed a few days ago, we suppose there has been some change in that behaviour. Originally you would only close that Outlook reminder window but it would keep the due date.

Either that's a 'bug' or a new (but for us rather unwanted) feature - ?

STATUS DETAILS
Declined

Comments

M

Martin, Adam, Otto - after reading through your summaries, it does look like there seems to be a missing date issue. As this is a forum for suggestion I would point you to the support team so that could create a ticket for this issue. I will be resolving this issue but I'll still be tracking it. Also I will follow up with them on this issue as well to see if the product team could help in some way. Let me know if you have any questions.

Category: Microsoft Office Integration

M

I have tested this thoroughly as I am having the same problem. It went away when I dropped an Android-sync'd device. Not as clear as it sounds, the problem is how CRM-created activities sync due dates with Outlook and how that carries through to OWA and therefore, mobile devices that sync to OWA data. Here is more detail: I no longer have the �missing date� issue. This is what I know so far: 1. If I create an activity in CRM, it automatically creates an activity in Outlook with a reminder. 2. OWA shows the new activity but no due date. It does have the �reminder� date however. 3. If I clear the reminder, it clears in both Outlook and OWA �at this point, Outlook has the start and end date set but OWA has none of those. 4. If I create the activity in Outlook and track in CRM, it shows in OWA and CRM. There is only a due date in Outlook & OWA (no start date), and no automatic reminder. CRM reflects both a start & due date. This is problematic as every CRM-created activity has no due dates in OWA. OWA is what mobile devices sync to so this makes my Windows Phone a poor tool unless I go to OWA and match the due date of activities created in CRM with the Outlook/CRM data (this is what I�m doing daily now). I believe this was the basis for the missing dates. I was using an Android-based sync tool for activities on my Lenovo tablet. It would sync with OWA-based data (which has no due dates for CRM-created tasks), then in some way, the activity was pushed back to OWA with no due date and that was transitioned through the Outlook connector and back to CRM with no due dates. It was a train wreck. I sync with no 3rd party devices now (I can�t without disaster) with the exception of my Windows Phone which will show no due dates on CRM-created tasks unless I manually create them in OWA. Please fix.

Category: Microsoft Office Integration

M

I can't replicate the behaviour you are seeing - my Due dates are not 'deleted' by Outlook synch, using UR7 and CRM online (which in Europe still seems to be on UR6). Does not matter whether I open, dismiss, or manually edit the reminder time. I do however think there is something else very odd about the way Task reminders work: I set the due date of a new Task in CRM to (say) today at 13:00. It synchs to Outlook and I get a reminder at 13:00 (when it is already too late and about to be overdue) and the reminder window says it is "Due in" = "4 hours". Which is simply not true. It is due right now. So why the 4 hours?

Category: Microsoft Office Integration

M

I can't replicate the behaviour you are seeing - my Due dates are not 'deleted' by Outlook synch, using UR7 and CRM online (which in Europe still seems to be on UR6). Does not matter whether I open, dismiss, or manually edit the reminder time. I do however think there is something else very odd about the way Task reminders work: I set the due date of a new Task in CRM to (say) today at 13:00. It synchs to Outlook and I get a reminder at 13:00 (when it is already too late and about to be overdue) and the reminder window says it is "Due in" = "4 hours". Which is simply not true. It is due right now. So why the 4 hours?

Category: Microsoft Office Integration