web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Activity status sync -...
Customer experience | Sales, Customer Insights,...
Answered

Activity status sync - Outlook to CRM

(0) ShareShare
ReportReport
Posted on by Andreas N 30

Hi

When I create a task in CRM, the task gets synced into Outlook. I can then see the task in the Outlook task-list and in Microsoft To-Do. Any changes (like changing closing date, acitivity status etc.) I make in CRM gets synced to Outlook.

But changes I make to the task in Outlook does not get synced to CRM. E.g. if I change the follow-up date or task status in Outlook, these changes will not show in CRM.

What is going on?

Best regards,

Andreas Mørck

I have the same question (0)
  • Suggested answer
    Tyson Bosse Profile Picture
    Tyson Bosse on at

    Hello Andrea,

    You can first check under "system settings" by navigating to settings > administration > system settings > synchronization tab > system filters > synchronization fields > select task entity > ensure 2 way sync is enabled here.

    If that checks out, you could then login as your user account > click gears in the right hand corner > options > synchronization tab > filters > ensure that the contact filter is allowing synch from both ways.

    If that all looks good, I would suggest opening up a support request with Microsoft Support to see why the data is not synching back into Dynamics.

    Thanks,

    Tyson

  • Suggested answer
    Andreas N Profile Picture
    Andreas N 30 on at

    Hi Tyson

    Thank you. Both of your suggestions check out.

    It turned out that changes made in Outlook does sync to CRM - it only takes around 10-15 min. for the changes to take effect.

    Best regards,

    Andreas

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 170 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 70

#3
Jimmy Passeti Profile Picture

Jimmy Passeti 50 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans