Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM forum
Suggested answer

Outlook Tasks from Phone Calls

Posted on by 165

Hi everyone,

I'm strugling in getting the Regarding info to show in Outlook tasks (created after a due Phone Call in D365 Sales) as it is impossible to understand what the task is about without this field/info.
Do you happen to have a solution for that?

Thank you!

Categories:
  • ThimiosSp Profile Picture
    ThimiosSp 165 on at
    RE: Outlook Tasks from Phone Calls

    Hi Mustafa,

    You're saying that all users of D365 cannot have Phone Call reminders? How do they get reminded then?

  • Suggested answer
    RE: Outlook Tasks from Phone Calls

    Hello,

    Dynamics app for Outlook is a lightweight app compared to the full Outlook client plugin (legacy add-in). We are aware of this functionality (tracking tasks in Outlook) should be added as soon as all evaluations are carried out and completed.

    We have a manual workaround for now - When you create a task/phone call in D365 sales, If you add the 'regarding' info in the subject or description/body of the task then it is helpful to understand what the task is about when you access the task in Outlook.

    Hope this helps.

    Mustufa F

  • ThimiosSp Profile Picture
    ThimiosSp 165 on at
    RE: Outlook Tasks from Phone Calls

    Thank you Mustafa.

    What a petty though... Where's the much advertised integration then?

    So, reminders ring on Outlook and then you have to navigate to Dynamics to see what this is about? Is this the way you work with notifications?

    BR / Efthimios

  • Suggested answer
    RE: Outlook Tasks from Phone Calls

    Hello,

    Hope you are doing good. Thanks for your query.

    You can see the Regarding info on the tasks (phone call) in Outlook if you have Dynamics for Outlook client (plugin) or 'D365 app for Outlook' in your Outlook.

    Dynamics for Outlook client (plugin) is deprecated on Dynamics 365 Online. Its available for Dynamics on-premise.

    'Dynamics app for Outlook' doesnt support tasks (Tracking and regarding info) at the moment. You can see the regarding details for emails/appointments.

    Hope this helps,

    Mustufa F

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,696 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,490 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans