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Synching Tasks to Outlook

Posted on by 163

I would like to sync my Dynamics tasks to outlook. I think I have everything set up correctly, but I realized I have a user name and a contact name and I don't think they are linked. When I assign a task it is being assigned to my contact record. Should this be assigned to my user record? If so how do I see my merge those two together?

  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Synching Tasks to Outlook

    Hi RyeTeacher,

    but I realized I have a user name and a contact name and I don't think they are linked.

    User and contact with the same name? Is the email address the same?

     If so how do I see my merge those two together?

    You want to merge contact and user records?

     

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