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Microsoft Dynamics 365 | Integration, Dataverse...
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How to distinguish a "Task" record in CRM if its being tracked in Outlook?

Posted on by 185

Hi guys,

We are using Dynamics CRM Online and SSS setup.

I know we can distinguish tracked "Task" record if we will look into the Outlook of each of the user. But as CRM administrator, is there a way to distinguish in CRM that a particular "Task" record is being tracked in Outlook?

  • JZot Profile Picture
    JZot 185 on at
    RE: How to distinguish a "Task" record in CRM if its being tracked in Outlook?

    Hi Leo,

    Thanks for the reply!

    Yeah that's what I thought so too. I'm looking for a way to check it in CRM itself. Thanks again for your insights.

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: How to distinguish a "Task" record in CRM if its being tracked in Outlook?

    Hi partner,

    If you want to distinguish the tasks in D365, there is no OOB way now.

    If you want to distinguish the tasks in outlook, you could go to task view.

    pastedimage1588838262757v1.png

    Best Regards,

    Leo

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