Service Activities in Outlook

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Posted on by Casper Schau

Simple question:

Can a Service Activity created in D365CE be sync. to Dynamics 365 App for Outlook or Dynamics 365 Outlook Client?

I cant find any thing on it from Microsoft. Some writes that it is possible, but when I test it, nothing happens. Normal Appointments gets sync perfectly.

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Email and Office Integration

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LuHao 40,872 on at

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RE: Service Activities in Outlook

Hi partner,

Don't forget to mark the verified answer by clicking Yes.

This will help other users quickly navigate to this theme.

Thanks. :)
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LuHao 40,872 on at

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RE: Service Activities in Outlook

Hi Casper,

Yes, it can be synchronized. You need to install Dynamics 365 for the Outlook client first.

By default, the Service Activities that will sync to your Outlook calendar if you have the Dynamics 365 for the Outlook client installed.

Please refer to these articles:

https://msdynamics.net/msd-crm-updates/crm-service-scheduling-functionalities/

https://crmbook.powerobjects.com/basics/service-scheduling/service-calendar/

If you want to set up Dynamics 365 for Outlook, Please refer to this article:

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/outlook-addin/user-guide/set-up
Casper Schau 35 on at

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RE: Service Activities in Outlook

UP!

I really need an answer for this.