I am trying to turn an email from outlook 365 into a task which can be seen in my Dynamic 365 task list. I can see how to turn it into a task on outlook or set regarding to a client, however i cannot seem to find out how to make it visible in my task list on Dynamic 365.
Hi Stuart,
It should show up in your task list automatically.
In Outlook just save the task. If you mark it complete, it does not appear in you to do list in Dynamics.
Kind regards,
Thijs van der Klei
Dear Stuart,
Up may consider creating a workflow when an Email is created and then from Email should be able to create a Task. I hope this will help
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