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Delegate Tracking of Appointments in Outlook using D365 App

  • 1.  Delegate Tracking of Appointments in Outlook using D365 App

    SILVER CONTRIBUTOR
    Posted 16 days ago
    Outlook calendar delegates are unable to track appointments and emails for another person's calendar in D365. I recently read that was going to be changed and wondered if anyone has the most current status of that feature. We utilize delegates heavily and would really like that feature back. Thanks so much!

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    Royann Schmidgall
    Sr. Mgr. Operations
    McGhee Productivity Solutions
    Parker CO
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    Conference-CRMUG_200x200


  • 2.  RE: Delegate Tracking of Appointments in Outlook using D365 App

    TOP CONTRIBUTOR
    Posted 10 days ago
    @Royann Schmidgall,

    As far as I know, you cannot use the Dynamics 365 App for Outlook for delegate tracking - at least not yet. However, it is possible to track items from another person's Outlook account by using category-based tracking.

    You can find more information about it here and here. I just tested it with one of our users - and it is working on version 9.1.

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    BR,
    Niels
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    Conference-CRMUG_200x200


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