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Microsoft Dynamics CRM (Archived)

CRM tasks to show up in Outlook task list?

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Posted on by 26

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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  • Andy Ran Profile Picture
    295 on at

    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.

  • USA80 Profile Picture
    26 on at

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

  • Suggested answer
    Andy Ran Profile Picture
    295 on at

    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
    26 on at

    We are on prem, so no CRM web client.

  • Suggested answer
    Andy Ran Profile Picture
    295 on at

    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.

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