Notifications
Announcements
No record found.
Hello,
Are tasks in Outlook a bi-directional sync with CRM ?
Is it possible in CRM ?
Thanks
*This post is locked for comments
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
Yes, they are linked by their exchange and CRM identifier, any change on either side are merged.
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.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Calum MacFarlane 4
Wayne Walton 2
SA-08121319-0 2