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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Are tasks in Outlook a...
Microsoft Dynamics CRM (Archived)

Are tasks in Outlook a bi-directional sync with CRM ?

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Posted on by CRM Develope 884

Hello,

Are tasks in Outlook a bi-directional sync with CRM ?

Is it possible in CRM ?

Thanks

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Are tasks in Outlook a bi-directional sync with CRM ?

    Yes, they are linked by their exchange and CRM identifier, any change on either side are merged.

  • Srihari Profile Picture
    Srihari 350 on at
    RE: Are tasks in Outlook a bi-directional sync with CRM ?

    Yes, tasks in Outlook can be configured to sync bi-directionally with Dynamics 365. Here is the documentation:

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/what-fields-synchronized-outlook#entity-task

    Thanks,

    Srihari

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