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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamics 365 Customer ...
Microsoft Dynamics CRM (Archived)

Dynamics 365 Customer Engagement and Outlook Add-in Sync issue

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Posted on by Deepak gaur 242

Hi All,

I was using the outlook add-in and came to know that the task i am creating in Outlook are not getting synced with CRM. 

i was trying to figure out is this normal behavior or is something wrong with the configuration. there is no track button or dynamics 365 add-in available on task page so i can manually track it using the add-in .

Any record task , appointment are getting sync to outlook when i create it in CRM.

Thanks 

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  • Suggested answer
    PranavShroti Profile Picture
    PranavShroti 4,510 on at

    Hello Deepak,

    If you are using App for Outlook then task sync is not available: See the feature comparision between App for outlook and Outlook client.

    community.dynamics.com/.../compare-dynamics-365-for-outlook-versus-dynamics-365-app-for-outlook

    Hope this helps.

  • Srihari Profile Picture
    Srihari 350 on at

    Hi Deepak,

    Task tracking is not available through Dynamics 365 App for Outlook. Using server-side synchronization, you can sync the tasks created in CRM back to Exchange but not the other way around.

    Have you explored using Outlook category to achieve task tracking, with Server-Side Synchronization?

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/use-outlook-category-track-appointments-emails

    Thank you,

    Srihari

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