Dynamics 365 App for Outlook: tracking Outlook Tasks and Appointments

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Posted on by Community Member Microsoft Employee

Hello Community,

Could someone help confirm if my following understanding is correct when using Dynamics 365 App for Outlook?

1. If I manually create a task in Outlook, I won't be able to track it to Dynamics 365. The only way I can track a task in Outlook to Dynamics 365 is if I open a tracked email or a Dynamics 365 contact in Outlook using the Dynamics 365 App for Outlook, and then create a task record for that. Am I correct?

2. If I manually create an appointment in Outlook on my Outlook calendar, I can only manually track this appointment to Dynamics 365. Appointments created manually on the Outlook calendar will not be automatically tracked to Dynamics 365 against the contact records. Am I correct?

Above is the behaviour I am noticing from my experience when using the Dynamics 365 App for Outlook. I would appreciate if someone could confirm if that's correct, or if I am missing anything in settings.

Thank you!

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Soumen S on at

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RE: Dynamics 365 App for Outlook: tracking Outlook Tasks and Appointments

Hi,

Yes you are right.

You need to track the tasks manually and for appointments created in CRM will sync to outlook calendar but from outlook calendar to CRM need manual interaction.

https://docs.microsoft.com/en-us/power-platform/admin/use-outlook-category-track-appointments-emails