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ReportHello All Experts,
Can anyone provide step by step synchronization of mscrm task to outlook.
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Hello All Experts,
Can anyone provide step by step synchronization of mscrm task to outlook.
*This post is locked for comments
In System Settings set in Email tab the Default sync method for appointments, contacts and tasks to Outlook.
Sync filter in Outlook for Tasks:
crmbook.powerobjects.com/.../synchronize-settings
Task tracking:
www.microsoft.com/.../track-outlook-tasks-in-dynamics-365-for-outlook.aspx
You can follow the steps mentioned in this blog to install & configure outlook client.
blogs.msdn.microsoft.com/.../step-by-step-installing-microsoft-dynamics-crm-2013-for-outlook
Once configured, Appointment, Contact & Task will start synchronizing to your outlook.
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