Sync Completed CRM Tasks to Email

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

For Riva Cloud

• Contact the Riva Success Team.

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