How can I mark an appointment that is linked with Dynamics as complete from the Outlook appointment window?

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Posted on by BetterHQ

I have recently started using Dynamics for my CRM and more and more so linking appointments and emails.

When linking Outlook appointments to Dynamics I still have to access Dynamics to mark the appointment as complete. This extra step is annoying, It would be really good if there was a button to mark the appointment as complete on the Outlook appointment window much like there is for Tasks so users don't have to access Dynamics to mark the meeting as complete.

Am I missing the option to complete altogether?

I read some posts from a decade ago where it is said that you can use categories but I don't think this is relevant because I already have two categories selected and the reason I want to mark it as completed is so the corresponding linked appointment in Dynamics is also marked as completed.

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AriaConsulting 2,655 on at

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RE: How can I mark an appointment that is linked with Dynamics as complete from the Outlook appointment window?

Additionally, here is the link to the published roadmap: docs.microsoft.com/.../

(but I can save you the effort of looking, that feature isn't there)
Community Member Microsoft Employee on at

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RE: How can I mark an appointment that is linked with Dynamics as complete from the Outlook appointment window?

Hi,

Maybe you can provide your ideas in following forum.

https://experience.dynamics.com/ideas/

Regards,

Leah Ju
BetterHQ 5 on at

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RE: How can I mark an appointment that is linked with Dynamics as complete from the Outlook appointment window?

One would think this Microsoft Dynamics 365 and Outlook developers would have already considered this and come up with a way to complete the appointment from Outlook and not have to attend Dynamics to mark the linked appointment as complete.

Is there a way to find out if this is something on the road map or a way to suggest it as an item for future release? The complete button needs to be exactly like it is on Tasks which are added to Dynamics but open in Outlook from reminders.

Come on Microsoft Dynamics and 365 Product Team and Developers.
Community Member Microsoft Employee on at

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RE: How can I mark an appointment that is linked with Dynamics as complete from the Outlook appointment window?

Hi BetterHQ,

Unfortunately, you can’t mark an appointment as completed in outlook and sync status to the dynamics.

As you mentioned, there is no OOB button to mark an appointment as complete on the Outlook appointment window

Through my search, I found following link, which provides one way to mark appointments as completed through categories.

How to mark calendar appointment as complete in Outlook? (extendoffice.com)

but they are only used to easily distinguish between a large number of items, they can’t sync status of appointments from outlook to dynamics.

Go Settings > Administrator > System Settings > Synchronization tab to click Synchronization fields link.

Contrast the two entities of Appointment and task, you can find that the status field does not appear in the Appointment.

Which is by-design, status field of appointment doesn’t exists in the Synchronization fields, so you can’t sync status of appointments from outlook to dynamics.

Regards,

Leah Ju

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