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Customer experience | Sales, Customer Insights,...
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Dynamic 365 Sales Professional Tasks to Outlook calander/tasks

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Posted on by 32

Hey everyone,

i get the question to connect Sales Professional to Outlook 365. But i have no idea how.

I know that an old colleague had this connet, so that his tasks from sales Pro are directly shown in outlook and if he change something there, it was changed in sales Pro too.

I checked Flow & Power Automate and the Email Settings. But i dont find any info how he configure the connet.


I would be very grateful for some help ^^

David

 

I have the same question (0)
  • Martin Gates Profile Picture
    10 on at

    Hello, David,

    Could you, please, contact me and we could help you to guide you through this process and sort out this issue on the teams meeting.

    My email: u.margelis@go-erp.eu

  • Verified answer
    Kipetcoff Profile Picture
    1,037 on at

    Hello,

    Please look at this guide https://learn.microsoft.com/en-us/dynamics365/outlook-app/deploy-dynamics-365-app-for-outlook 

  • Verified answer
    Community Member Profile Picture
    on at

    Hi David D.,

    Andrey Paltusov's answer is correct, please follow that doc to configurate this.

    And please make sure the task is synced in your mailbox:

    pastedimage1665468428894v1.png

  • David D. Profile Picture
    32 on at

    Hey Andrey,

    thank you for the link. Thats what i need :D

    Hey Steve,

    thank you to you too for the tip!

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