Skip to main content

Notifications

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

Turning an email into 365 task

Posted on by 10
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.

  • Thijs van der Klei Profile Picture
    Thijs van der Klei 780 on at
    RE: Turning an email into 365 task

    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

  • Suggested answer
    Ajay  Dhingra Profile Picture
    Ajay Dhingra on at
    RE: Turning an email into 365 task

    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  

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.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,149 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans