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Microsoft Dynamics CRM (Archived)

CRM tasks to show up in Outlook task list?

Posted on by 2,645

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?

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  • Suggested answer
    Andy Ran Profile Picture
    Andy Ran 295 on at
    RE: CRM tasks to show up in Outlook task list?

    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.

  • USA80 Profile Picture
    USA80 2,645 on at
    RE: CRM tasks to show up in Outlook task list?

    We are on prem, so no CRM web client.

  • Suggested answer
    Andy Ran Profile Picture
    Andy Ran 295 on at
    RE: CRM tasks to show up in Outlook task list?

    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.

  • USA80 Profile Picture
    USA80 2,645 on at
    RE: CRM tasks to show up in Outlook task list?

    using CRM 2016 with Outlook 2016.  Using the CRM plugin with Outlook.  We are not on 365 yet.

  • Andy Ran Profile Picture
    Andy Ran 295 on at
    RE: CRM tasks to show up in Outlook task list?

    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.

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