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Hi,
I wanted to know if we can still sync contacts and tasks from Dynamics 365 (on-premise) to outlook using the new Dynamics 365 App for outlook? If so can anyone guide me the steps to do the same?
Our client currently uses Dynamics 365 for Outlook (plugin) and we are trying to change it and make them use the App for Outlook.
I read various User Guides but did not find a way for the sync to happen
Kindly let me know.
Hi Sudeep,
Microsoft Dynamics 365 (on-premises), version 9.0 is now available.
You could refer to this support.
You could download Microsoft Dynamics 365 on-premises v9.0 from here.
Hope this helps.
Best Regards,
Lu Hao
Lu Hao,
There is no v9.0 for On-Premise yet as per the link below:
https://support.microsoft.com/en-gb/help/3142345/microsoft-dynamics-365-onpremise-cumulative-updates
Hi Sudeep,
If you're using Dynamics 365 v9+ On-Premise, you can sync with the new Dynamics 365 App for Outlook.
If the version of Dynamics 365 On-Premise is lower than 9.0, it cannot be synchronized.
The Dynamics 365 App for Outlook tracks and synchronizes your mail and calendar data between Outlook (Exchange) and Dynamics 365. Server Side Synchronization is an asynchronous service that runs in the background approximately every 15 minutes to synchronize items between Exchange and Dynamics 365.
The sync function works automatically and does not require manual operation.
The tracking feature only needs to click this button on the email record for the drink:
Hope this helps.
Best Regards,
Lu Hao
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