Cannot Create a Task with Dynamics 365 App for Outlook

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Posted on by MikeC282

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Hi all

I can't seem to create a task from Dynamics 365 App for Outlook. It appears the "Activity Status" field is locked, mandatory and blank. That means I can't save the task. When I hover over the "X" icon, it gives me the term "YT".

1538.Status.PNG

What does that mean and why is this error happening? I tried creating a task in Dynamics 365 and the Activity Status field still has a "X" on it but the field is set with "open" so I could still create and save the activity.

I really need help on this one.

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Answers (1)

tly 30 on at

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RE: Cannot Create a Task with Dynamics 365 App for Outlook

Brian Mather's solution fixed my problem.
ElisaM 5 on at

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RE: Cannot Create a Task with Dynamics 365 App for Outlook

I know that the original message is almost two years old, but I've had the same issue today.
This happen due to a Business Rule on Task form, likely set by some unknown Project Service solution.
gkinstler on at

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RE: Cannot Create a Task with Dynamics 365 App for Outlook

Hello all,

I'm having this issue with a customer. I tried deactivating the "Information" form suggested by Brian above, but I got an error saying that form could not be deactivated (or deleted). And there is not a business rule for the Task entity as mentioned by David.

Please help!
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SureshVandadi on at

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RE: Cannot Create a Task with Dynamics 365 App for Outlook

After doing the changes to BR, please click on prepare client customizations for the changes to be effective.
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Pawns or Kings on at

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RE: Cannot Create a Task with Dynamics 365 App for Outlook

Hi Mike,

I had heard of this issue as well in another instance and decided to investigate. I noticed if you go to your default solution > task entity > business rule, there is a business rule called "Enter rule name" that I know I did not create. It's an if condition of "If activity status == activity status then Set Activity Status as "business required" and "show error message yt."

Try deactivating this business rule to see if that helps.
Karthic 20 on at

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RE: Cannot Create a Task with Dynamics 365 App for Outlook

Creating a task from within the Dynamics 365 app for outlook does not make sense, as you cannot track/ or set regarding lookup for a task with dynamics 365.

Please refer to the below link that highlights that tasks cannot be tracked.

technet.microsoft.com/.../dn946901.aspx

Thanks.
Community Member Microsoft Employee on at

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RE: Cannot Create a Task with Dynamics 365 App for Outlook

Still no luck for me

Really starting to get on my nerves

I would have thought an automated unit test would have been performed before it was released
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BrianMUk 80 on at

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RE: Cannot Create a Task with Dynamics 365 App for Outlook

Hi all,

Microsoft support has solved this one for me. It appears there is an 'old' form against the Task entity called 'Information' which should not be there.

Go to Settings > Customisation > Customise the System and choose Entities (expand) Tasks (expand) > Forms (select)

1. Tasks (expand) Forms (select)

2. Forms (select)

3. Click the tick mark next to the "Information" form (do not open the form editor).

4. From the button bar above choose "Deactivate

5. Click Publish All Customisations at the top.

You should be able to add a task in the app now!
MikeC282 2,095 on at

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RE: Cannot Create a Task with Dynamics 365 App for Outlook

Still no solution to this it seems. I cannot believe that we are the only people experiencing this problem. I'm not sure why this is not addressed by Microsoft yet.
Community Member Microsoft Employee on at

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RE: Cannot Create a Task with Dynamics 365 App for Outlook

I have the exact same problem

its driving me nuts