Email configuration Dynamics 365 Outlook

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Posted on by Oos

I have found that tasks do not synchronize between Dynamics 365 and Outlook. Now I wonder what the right setting is to get this done.

The 'Appointments, Contacts and tasks' I originally had on server synchronization. This synchronization did not work. Now that I have put it on 'Microsoft Dynamics 365 for Outlook' this synchronization does work, but Dynamics indicates the following under 'Mailboxes' under 'Status of appointments, contacts and tasks': 'Not executed'.

What is the correct setting for this? I only use Office 365 & Dynamics 365

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Email and Office Integration

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LuHao 40,872 on at

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RE: Email configuration Dynamics 365 Outlook

Hi partner,

Is your issue solved? Are there any other problems?

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Thanks. :)
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LuHao 40,872 on at

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RE: Email configuration Dynamics 365 Outlook

Hi partner,

In addition to the above, please check the following:

1. In the mailbox settings, you need to select "Appointments, Contacts and tasks" for server-side Synchronization.

2. Go to your personal settings, under the Synchronization tab, click filters.

Under the User Filters tab, check if My Tasks is Active and its filter conditions are correct.

Under the Synchronization Fields tab, check if the synchronization direction of the Task is bidirectional.
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Ragnar Hilmarsson 3,427 on at

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RE: Email configuration Dynamics 365 Outlook

Hi

you need to set appointments,contacts and Tasks also to server-side Synchronization
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Wouter Madou 3,392 on at

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RE: Email configuration Dynamics 365 Outlook

You need to enable it as well in the system settings in tab Synchronizations: