After moving to windows 10, and outlook 2016, my users can't seem to see the CRM tasks in their Outlook tasks list. How can I fix this for them?
*This post is locked for comments
After moving to windows 10, and outlook 2016, my users can't seem to see the CRM tasks in their Outlook tasks list. How can I fix this for them?
*This post is locked for comments
Even for on prem user, web client should also be there. It is a part of CRM 2016. Just paste the org url the user used to configure outlook client into browser url, then you will be asked to enter user credential to log into web client, enter that user's credential, then go to Activities, check whether these tasks are on the server side.
We are on prem, so no CRM web client.
If you log into CRM side through web client, do these CRM tasks exist on the server side?
If these CRM tasks exist on the server side, try to create a new task on the server side, then on the outlook client side, click the button "Synchronize with Dynamics", check whether the new created task is appearing on the outlook client.
using CRM 2016 with Outlook 2016. Using the CRM plugin with Outlook. We are not on 365 yet.
Could you please provide more information about this issue? Are you using Dynamics 365 for Outlook (Outlook Com Add-in) or Dynamics 365 App for Outlook (MailApp)? What is the version of client you are using? A screenshot of the issue will also be helpful for troubleshooting.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 291,280 Super User 2024 Season 2
Martin Dráb 230,235 Most Valuable Professional
nmaenpaa 101,156