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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Creating Dynamics Task...
Microsoft Dynamics 365 | Integration, Dataverse...
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Creating Dynamics Task from Outlook

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Posted on by Community Member

It seems like I must be just somehow missing this...

How do you create a Dynamics Task from within Outlook ... and attach the email? 

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    Community Member Profile Picture
    Community Member on at
    RE: Creating Dynamics Task from Outlook

    Hi dlgobeavs,

    1.You can refer following to Enable and use D365 app for outlook firstly:

    (1) Set up Server Side Sync (Settings > Administration > System Settings)

    8015.pastedimage1600999377363v1.png

    (2) Test and enable mailboxes (Settings > Email Configuration > Mailboxes)

    2620.pastedimage1600999392676v2.png

    (3) Deploy the App for Outlook (Settings > Dynamics 365 App for Outlook)

    8358.pastedimage1600999401237v3.png

    (4) In your outlook, you can add account and restart it to see it.

    2.Create a CRM task from Outlook

    (1) From email, open the Dynamics 365 App for Outlook:

    2438.pastedimage1600999430979v4.png

    (2) Click on the ellipses (…) at the top right of the Dynamics 365 App pane (highlighted in image above) and select Quick Create Menu:

    0602.pastedimage1600999439527v5.png

    (3) Select Activities, then Task:

    1050.pastedimage1600999452303v6.png8688.pastedimage1600999461081v7.png

    (4) Enter task details, then click Save and Close:

    0045.pastedimage1600999473522v8.png

    The task will now appear in both Dynamics 365 and in Outlook.

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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