Tasks, Contacts and Organizations

In addition to Calendar, Exchange Connector can synchronize Tasks, Contacts and Organizations when the corresponding options are enabled.

Tasks

Tasks are synchronized with the folder selected by the user. With Microsoft 365, this corresponds to a Microsoft To Do list. During testing, verify subject, due date, status and changes in both directions.

Contacts and Organizations

Transferred fields depend on the configured mapping. See Viewing Field Mapping and Recommended Mapping Examples.

If a field is not included in the mapping, it should not be assumed to synchronize automatically.

Assignee and synchronization user

For Contacts and Organizations, the administrator can select a specific user or use same as entity. If a record does not synchronize to the expected mailbox, check this setting and the record assignee.

After a mapping change

Saving a new mapping can affect records that have already been synchronized. Before making a production change, read What Happens When a Mapping Is Changed.