Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Dynamics 365 App for Outlook

  • 1.  Dynamics 365 App for Outlook

    Posted 15 days ago
    We recently moved to D365 and we are using the D365 app to track meetings.  The app works great for people to track their meetings and doesn't crash Outlook often.  However, we are having issues with our assistants tracking meetings for their managers.  We read an article mentioning setting the assistant as a delegate on their manager's Exchange profile may resolve this issue.  Has anyone resolved this issue?

    Neil Patel
    Solutions Architect
    The Trust Company
    Knoxville TN

  • 2.  RE: Dynamics 365 App for Outlook

    Posted 15 days ago
    Hey @Neil Patel currently the Outlook App doesn't support delegate access to allow other users to set regarding/track objects in another calendar.  It was suppose to be part of the 2018 October release wave but it was pulled.  I'm hoping it will come back for the October 2019 release wave.

    Todd Mercer
    Dynamics CRM Technical Lead
    MD Financial Management
    Ottawa ON

If you've found this thread useful, dive deeper into User Group community content by role