web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Sync Custom activity t...
Microsoft Dynamics CRM (Archived)

Sync Custom activity to Outlook

(0) ShareShare
ReportReport
Posted on by Community Member

I have created new activity type "Approval request". 

How can I sync to outlook? 

I read that a workaround will be creating workflow on create of activity and create appointment and sync appointment to outlook.

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Radu Chiribelea Profile Picture
    Radu Chiribelea 6,667 on at

    Hi,

    I think this is a design limitation.

    You can synchronize only Emails, Appointments, Contacts and Tasks from CRM to Outlook and the reason behind this is that for a custom entity, the application wouldn't know what to map it against.

    I think the workflow solution you found online, might be your best workaround for the time being.

    Also, this has been suggested to the CRM PG in the past: ideas.dynamics.com/.../727563. You can vote on it if you want.

    Hope this helps!

    Radu

  • blackfincloud Profile Picture
    blackfincloud 566 on at

    [quote user=""New"][/quote]

    I have created new activity type "Approval request". 

    How can I sync to outlook? 

    I read that a workaround will be creating workflow on create of activity and create appointment and sync appointment to outlook.

    I see two workarounds:

    1. As you suggest, create a workflow that creates one of the types of entities that can be synced with Outlook.  In your workflow you could set the regarding field of the synced activity with your custom activity for convenience.
    2. Re-use one of the entities in the list below.

    I would like to correct an earlier response that listed just a few entities that can be synced with Outlook.  Here is the full list:

    • Email
    • Appointment
    • Contact
    • Fax
    • Letter
    • Phone Call
    • Recurring Appointment
    • Service Activity
    • Task

    The Letter and Fax entities are so rarely used, that they might be a good candidate for your custom functionality. 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans