One of the biggest complaints I hear around activities is that only Appointments, Tasks and Service Activities sync with Outlook Appointment or Tasks. We were always told that since there was no equivilent activity in Outlook, CRM couldn't push the other activities into Outlook.
Well, that's all changed now. The CRM developers finally decided to forget about waiting for Outlook to comply with CRM and decided to just push things into Outlook activities.
Let me state this in big bold letters so that no one misses it:
PHONE CALLS WILL SYNC TO OUTLOOK TASKS IN CRM 4.0.
Everybody got that? I know that I have a number of clients who I talked into using a highly customized Task to accomodate Tasks and Phone Calls so that users would get reminder pop-ups from Outlook about when they needed to make a phone call. This new feature now removes that need and just makes so much more sense. Simple and yet it will make a huge difference to end users (who use activities).
Great things coming in the new version!
Dynamic Methods Inc.