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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Track and set regardin...
Customer experience | Sales, Customer Insights,...
Answered

Track and set regarding buttons for tasks missing on outlook

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Posted on by Amrita P 87

Hi Experts,

I want to track my tasks created in outlook in Dynamics 365.

However, when I create a new task, I am unable to see the option "Track". This is what i want to see.

pastedimage1584711450986v1.png

This is what I can see

pastedimage1584711450990v2.jpeg

Please help me to understand what needs to be enabled to see the "Track" option.

I can also see Dynamics icon in my ribbon in outlook.

pastedimage1584711533958v3.png

Thanks in Advance

I have the same question (0)
  • Verified answer
    Stefan Burloiu Profile Picture
    Stefan Burloiu Microsoft Employee on at

    Hello Amrita,

    From your third screenshot, I can see that you are using the "Dynamics CRM App for Outlook":

    Dynamics CRM App for Outlook Guide: https://docs.microsoft.com/en-us/dynamics365/outlook-app/dynamics-365-app-outlook-user-s-guide

    The first screenshots, of the buttons you marked, is referencing the "Dynamics 365 for Outlook". This is a different, older, Add-in, used to sync data between CRM and the Outlook Client.

    Please note: You cannot use both at the same time, so make sure to remove the App for Outlook, before installing the Dynamics 365 for Outlook Add-in.

    Dynamics 365 for Outlook installation guide: https://docs.microsoft.com/en-us/dynamics365/outlook-addin/admin-guide/install

    Have a nice week,

    Stefan

  • Amrita P Profile Picture
    Amrita P 87 on at

    Hi Stefan,

    Thanks for explaining me.

    Is there any method that in this version I could create my tasks in outlook and still track them to Dynamics.

    Thanks

  • Verified answer
    Stefan Burloiu Profile Picture
    Stefan Burloiu Microsoft Employee on at

    Hello Amrita,

    Here is a useful article, written by one of my colleagues, on how to track Tasks with and without the Dynamics CRM App for Outlook:

    community.dynamics.com/.../dynamics-365-app-for-outlook-how-do-i-track-tasks

    Hope it answers your needs.

    Stay safe and have a nice day ahead,

    Stefan

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