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Dynamics Tasks and Outlook to dos

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Posted on by PS-21010921-0

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Hello dear community,

I found a post from 2023, so I wanted to ask again since Microsoft is going the way of To-Dos.

Is it now possible to create tasks from Dynamics 365 CRM that are created as todos where I can access them via Outlook (New)?

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PerezAguiar Microsoft Employee on at

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Hey!

There's an integration with Planner in https://learn.microsoft.com/en-us/dynamics365/field-service/planner-sync. YOu can also sync Dynamics 365 Tasks with Outlook Tasks, as indicated on https://learn.microsoft.com/en-us/dynamics365/outlook-addin/admin-guide/configure-synchronization-appointments-contacts-tasks

Regards,

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CJ-01041213-0 6 on at

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Be very careful with this. When you move those synced tasks to another folder, they will disappear. This is a major bug that has existed for about 2 years at least.

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