Outlook and calendar tracking

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Posted on by USA80

I untracked a calendar event in Outlook, however, CRM is retaining the activity record. Is this by design?

Other CRM systems I’ve worked with would alert the user if they would like to untrack/keep or untrack/delete the activity from CRM.

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AriaConsulting 2 on at

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Hi,

Can you provide some additional info please:

Which type of Outlook? Web, mobile, desktop?

If mobile or desktop, what version?

If desktop which addin are you using? The lightweight or the COM?

If mobile, what OS (Android or iOS)?

Did you use "set regarding" or just "track"?

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USA80 26 on at

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Set regarding.

What if I just used tracked though?

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USA80 26 on at

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This is outlook on my desktop

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AriaConsulting 2 on at

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I actually asked 5 questions.

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USA80 26 on at

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1.Which type of Outlook? Desktop

2.If mobile or desktop, what version? v2105 (Build 14026.20308)

3.If desktop which addin are you using? The D365 App for Outlook addin

4.If mobile, what OS (Android or iOS)? N/A

5.Did you use "set regarding" or just "track"? Set Regarding

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AriaConsulting 2 on at

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OK, when you untracked the appointment/meeting in the Outlook desktop client, which of these 2 buttons did you press?

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USA80 26 on at

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Untrack

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AriaConsulting 2 on at

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OK, if you want to delete the record in the activity timeline, then you need to click the other button for "delete". If you click on the "untrack" button the addin will stop tracking any changes you do to the record in Outlook, but the activity record in D365 will remain.

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