Tracking Appointments, Contacts and Tasks

(0) Share

Report

Posted on by Stephanie K.

Hi,

We would like to start tracking Appointments, Contacts and Tasks in CRM. We are currently tracking Incoming and Outgoing Emails only. If I set Appointments, Contacts and Tasks to Server-Side Synchronization will it synchronize any appointments/tasks from the past or only appointments/tasks moving forward?

My concern is the sync would send out appointment invites, etc. from the past. We only want to sync moving forward.

Any advice?

I have the same question (0)

All responses (3)

Answers (1)

Suggested answer

Venkatesh Nadar on at

Like (1)

Report

Hi Stephanie,

It will start syncing from the date which is set in Process Email From in Email Server Profile.

To check- Settings > Email Configuration > Email Server Profile > Select the "Email Server Profile" which is associated with the mailbox > Expand the advanced tab > Additional Settings > under that Process Email From field will be there.

Was this reply helpful? Yes No
Verified answer

Inogic 703 on at

Like (1)

Report

Hi Stephanie,

Please follow the below steps to manage Synchronization for Appointment, Contact, and Tasks.

In this you can create new filter by clicking on New button or Update existing filter records and add date filter to sync records created after that selected date.

For more details, you can refer to the Microsoft Documentation link

https://docs.microsoft.com/en-us/dynamics365/outlook-addin/admin-guide/configure-synchronization-appointments-contacts-tasks

Hope this helps.

Thanks!

Was this reply helpful? Yes No
Suggested answer

Nishant Rana 11,325 Microsoft Employee on at

Like (0)

Report

if the appointment is in past - no invites are sent.

docs.microsoft.com/.../sync-logic

Also check - nishantrana.me/.../

Was this reply helpful? Yes No