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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamics 365 and Micro...
Microsoft Dynamics CRM (Archived)

Dynamics 365 and Microsoft flow connector to automatically track outlook email and meeting.

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Posted on by EmployeeOcta 6

Hello All Experts,

I have heard somewhere that if we use Microsoft Flow and integrate it with Outlook then 

Tracking automatically happens into the CRM for .

1. Email

2.Appointment

can anyone help me in understanding the feasibility for this .

any example will be helpfull.

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  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,054 on at

    Hi

    Flow has a lot of flexibility as it can connect to over 230 different services.  While its certainly possible to create a flow to trigger on email events and sync that to CRM but Dynamics 365 has a built-in efficient way of doing this

    You could integrate your Exchange with Dynamics CRM and set it up to use Server Side Sync for Incoming and Outgoing emails and use outlook to sync Appointments, task, and contacts. I think this is what you need but only you can confirm if this is your requirement.

  • EmployeeOcta Profile Picture
    EmployeeOcta 6 on at

    Hello Kokulan,

    Your second point snippet"use outlook to sync Appointments, task, and contacts". do you mean below screenshot.

    Image_2D00_Screenshot.PNG

    Last option you  are saying like it should be outlook correct.

    Email automatic tracking is working for incoming email and not for outgoing email , since while sending the email it doesn't get included to specified folder.

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,054 on at

    Yes, that's correct. "Microsoft Dynamics 365 for Outlook" method is used if the users want to automatically sync all tasks, appointments, and contacts to outlook and CRM

    ScreenClip-_5B00_525_5D00_.png

    Also make sure the Sync settings are configured

    ScreenClip-_5B00_525_5D00_.png

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

  • EmployeeOcta Profile Picture
    EmployeeOcta 6 on at

    Hello Kokulan,

    Although i have done all of these settings but still appointments are not getting tracked to the CRM.

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