Sync Completed CRM Tasks to Email

  • Updated

By default, Riva does not sync completed items from the CRM to Exchange, but that behaviour can be changed.

For Riva Cloud

For Riva On-Premise

To override the default behaviour:

  1. Apply the following two advanced custom options to the CRM connection object:

    Crm.DeleteClosedItem.Task = false

    Crm.SyncClosedItem.Task = true

  2. Save the CRM policy and restart the CRM synchronization service to apply the change.

    Note: Completed tasks will not be visible in Outlook unless the view is changed to show "Completed Tasks".

Applies to

  • Riva On-Premise for Exchange - 2010 and 2007 (EWS) and 2003 (MAPI);
  • Riva On-Premise release 2.4.21+.
  • Riva Cloud

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