MS Exchange and MS Outlook Extensions system settings

SECURITY  Security level with Admin permission to configure Microsoft Extensions. Refer to Admin security settings.

NAVIGATION  Left Navigation Menu > Admin > Features & Settings > Application-wide (Shared) Features > System Settings > MS Exchange and MS Outlook Extensions

The MS Exchange and MS Outlook Extensions system setting controls the transfer of Autotask contact records to Exchange and Outlook. By default, users can only transfer Autotask contacts to Exchange or Outlook for which they are the Account Manager or the Opportunity Owner.

To enable all users to transfer all Autotask contact data to Exchange or Outlook, click to clear the check box.