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haw to sync Dynamics 365 Appointments with outlook

Posted on by 40

haw to sync Dynamics 365 Appointments with outlook 365 

  • jdalske Profile Picture
    jdalske 536 on at
    RE: haw to sync Dynamics 365 Appointments with outlook

    I am experiencing a similar issue but nothing appears to fix the issue.  We have all these items set and have used this in the past but none of our emails, appointments, or tasks are syncing unless we start by tracking using the App for Outlook first.  We would like to manage Leads and from within CRM managers would like to monitor the activities and appointments of their direct reports but it just doesn't sync over.  None of the above works and was already set in place.  Anything thoughts?

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,872 on at
    RE: haw to sync Dynamics 365 Appointments with outlook

    Hi Emad,

    Step 1. In the System Settings, select default synchronization method for Appointments, Contacts, and Tasks to Serve-Side Synchronization.

    pastedimage1610008307489v1.png

    Step 2. Test the mailbox, Appointments, Contacts, and Tasks needs to be successful.

    pastedimage1610008480657v2.png

    Then the D365 Appointments will be sync to Outlook automatically.

    You can set the sync filters and sync fields of appointments in your personal settings.

    pastedimage1610008692928v3.png

    pastedimage1610008736276v4.png

    pastedimage1610008751318v5.png

  • emadadel2009 Profile Picture
    emadadel2009 40 on at
    RE: haw to sync Dynamics 365 Appointments with outlook

    has been deprecated and is no longer available.

    docs.microsoft.com/.../manage-project-bookings-office-365-calendar

  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,319 on at
    RE: haw to sync Dynamics 365 Appointments with outlook

    Hi,

    Thank you for your query.

    You can enable Appointments Sync. with following steps:

    • Go to Advanced Settings -> Administration -> Systems Settings.
    • Under Appointments tab enable synchronization for appointments as shown below:

    pastedimage1609928708600v1.png

    For more details see following links:

    https://portal.dynamics365support.com/knowledgebase/article/KA-01122/en-us

    https://portal.dynamics365support.com/knowledgebase/article/KA-01143/en-us

    Best,

    Wahaj

    (if this helps, please mark this answer as verified)

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