Customer Engagement & Dynamics CRM Forum

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  • 1.  Sync tasks from CRM to Outlook

    Posted Sep 13, 2022 03:28 AM
    Edited by Emma O Sep 13, 2022 05:59 AM

    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

    SILVER CONTRIBUTOR
    Posted Sep 14, 2022 06:04 AM
    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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