web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Dynamics 365 App for Outlook - Outlook Appointment creation/Tracked, not created in D365.

(0) ShareShare
ReportReport
Posted on by 125

So, I've looked thru documentation and this seems to be very odd problem.

If I create an appointment in D365, it syncs to Outlook Calendar/Appointment as expected.  I can edit this D365 created appointment in Outlook, and it syncs (15min) as expected back to D365.  All good so far.

Our Sales folks stay in Outlook and Track Email and Appointments using D365 App for Outlook.  Email's tracked in "D365 app for O" properly track to D365 /Timeline as expected, Appointments do NOT track / show in D365 Timeline as expected.

After double checking all settings and etc., I've notice in the D365 App. under Tracked Regarding, we have "View Appointment" and "View in D365".  Notice in the screen shot below, this is the Outlook created Appointment, selecting View in D365 has no data populated????  Same issue for View Appointment.    If select "View Appointment" or "View in D365 for an appointment that was initiated/created in D365, both "View Appointment" and "View in D365" have all the data populated as expected!

So, it seems the "Track" for an Appointment in Outlook, does not properly define the Appointment data for D365, the data is blank!

Where would the D365 app for Outlook possibly be misconfigured?

 TrackingIssue.jpg

I have the same question (0)
  • Suggested answer
    Nya Profile Picture
    29,060 on at

    Hi,

    Have you checked if the sales have the privilege to create appointments in your environment?

    Please refer to the following documentation to grant the relevant privilege to their security role.

    Security roles and privileges - Power Platform | Microsoft Docs

  • Gene Glenn Profile Picture
    125 on at

    Nya,

    I've tested with my login, admin, same results as users.

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
Martin Dráb Profile Picture

Martin Dráb 46 Most Valuable Professional

#2
Pallavi Phade Profile Picture

Pallavi Phade 33

#3
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 28 Super User 2025 Season 2

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans