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Customer experience | Sales, Customer Insights,...
Suggested Answer

Turning an email into 365 task

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Suggested Answer

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.

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  • Suggested answer
    Ajay  Dhingra Profile Picture
    on at

    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  

  • Thijs van der Klei Profile Picture
    780 on at

    Hi Stuart,

    It should show up in your task list automatically.

    pastedimage1584954689582v1.png

    pastedimage1584955145938v1.png

    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

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