Customer Engagement & Dynamics CRM Forum

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  • 1.  Sync tasks from CRM to Outlook

    Posted 17 days ago
    Edited by Emma O 17 days ago

    We are using the Dynamics 365 CRM and Outlook.

    There is possible to track tasks from Outlook to CRM.

    Is there possible to track tasks from CRM to Outlook?



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    Emma
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  • 2.  RE: Sync tasks from CRM to Outlook

    Posted 16 days ago
    Hi Emma,

    You can sync Tasks from CRM to Outlook, you just need to enable the relevant settings. The below posts should help you.

    https://portal.dynamics365support.com/knowledgebase/article/KA-01122/en-us
    https://nishantrana.me/2022/03/22/how-to-synchronize-appointments-between-dynamics-365-and-outlook-using-server-side-synchronization/


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    Regards, Adam Travers
    Empath Services Ltd
    Southampton
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