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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.
This is what I can see
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.
Thanks in Advance
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
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
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