MSCRM is problematic in that there is a delta between the two client systems. While the web client runs directly against the MSCRM database, and is a true multi-user system, the Outlook client exposes a slightly different view of the CRM system.
Issue #1: The desired 'simple' mechanism of scheduling a Task in Outlook does not work, as the CRM Category field is not exposed in the Outlook CRM client:
(Also, getting current contact does not work from Outlook client.)
But There Is A Way!
In Outlook, select CRM | GoTo | Workplace | Activities to get directly to the CRM activities (basically you will get a browser window in the Outlook work area). Now CRM works the same way as in the CRM Web Client:
The OmniRush Universal Client now works with MSCRM! But the Universal Client cannot detect the 'current contact' in the CRM system. This is a limitation of the way CRM is architected. This is easily dealt with—simply navigate to the destination client in the Universal Client. You can also schedule to Groups!