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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM outlook task sync ...
Microsoft Dynamics CRM (Archived)

CRM outlook task sync bidirectional?

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Posted on by CRM Develope 884

Hello All,

Tasks in outlook sync to CRM?

Tasks in CRM sync to outlook ?

Is it possible in CRM ?

Thanks

*This post is locked for comments

  • Vavrinec Profile Picture
    Vavrinec 20 on at
    RE: CRM outlook task sync bidirectional?

    Hi, I use Outlook 2019 (on-premise) aned Dynamics CRM (cloud). In Outlook I can sync Contacts, Meetings, but not Tasks from Outlook do CRM. I have not addon Dynamics 365. Can you help me, please?

    Kind regards

  • LuHao Profile Picture
    LuHao 40,874 on at
    RE: CRM outlook task sync bidirectional?

    Hi partner,

    Is your problem solved? Any other questions?

    Don't forget to mark the verified answer, which will help other users with the same theme.  :)

    Best Regards,

    Lu Hao

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,874 on at
    RE: CRM outlook task sync bidirectional?

    Hi partner,

    Of course, we can do it. We only need to configure Server-side synchronization.

    Choose one of the following scenarios to configure server-side synchronization for your organization:

    Server-side synchronization provides direct Dynamics 365 for Customer Engagement apps-to-email server synchronization. When you use Exchange, this includes bi-directional synchronization of email, contacts, tasks, and appointments.

    Please refer to this article to know how to connect Dynamics 365 for Customer Engagement apps (online) to Exchange Online: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/connect-exchange-online

    You could also refer to this video:

    Hope this helps.

    Best Regards,

    Lu Hao

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