Hi
I have created a custom task field named "Follow-up" task on our Lead form. We also have the field "Estimated Closing Date" on the Lead Form. When setting a date in the "Estimated Closing Date" field, a Follow-up task in CRM is automatically created (via a custom process). We then get a reminder for the Follow-up task in Outlook.
In Outlook, we can change the follow-up (closing) date or close the Follow-up task. The Follow-up task will then change date or close in CRM. But the "Estimated Closing Date" field on the Lead form will not show the new date, but will stick to the date that was originally set on the Lead form.
How can the "Estimated Closing Date" field on our Lead form show the date changes we make in Outlook?
Best regards,
Andreas
