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Microsoft Dynamics CRM (Archived)

How to create task using workflow and sync to outlook?

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Posted on by Microsoft Employee

I want to create a workflow and inside workflow I want to create a task.

My question is how to sync that task to outlook?

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  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to create task using workflow and sync to outlook?

    Hi,

    you should set up server side sync:

    [View:https://technet.microsoft.com/en-us/library/dn531109.aspx:750:50]

    [View:https://technet.microsoft.com/en-us/library/dn832121.aspx:750:50]

    then activate the different email boxes and finally allow th sync of contact, tasks,... as below:

    2018_2D00_02_2D00_16-15_5F00_50_5F00_04_2D00_Administration-_2D00_-Microsoft-Dynamics-365.png

    2018_2D00_02_2D00_16-15_5F00_50_5F00_04_2D00_Administration-_2D00_-Microsoft-Dynamics-365.png

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