Issue Description: User is unable to track or set regard a task activity created in desktop Outlook using Dynamics 365 App for Outlook
Description:
1. User creates a task activity in desktop Outlook, however he is unable to track or set regard it in Dynamics 365 Online instance using Dynamics 365 App for Outlook. Therefore, no tasks are being sync from desktop Outlook to Dynamics 365 Online instance.
2. As per https://technet.microsoft.com/en-us/library/dn946901.aspx , we are able to track and set regard a task activity using Microsoft Dynamics 365 Outlook Client, however with Dynamics 365 app for Outlook is not possible right now.
3. As it is very important and business required for many users, they would like to track or set regard a task created in Outlook to Dynamics 365 Online instance using dynamics 365 App for Outlook
Ask: Would like to get the feature where users will be able to track and set regard a task created in Outlook into Dynamics 365 Online instance using Dynamics 365 App for Outlook.
Comments
Any news about this feature? I see here https://learn.microsoft.com/en-us/power-platform/admin/use-outlook-category-track-appointments-emails#task that tasks captured in Outlook will not be synced to customer engagement apps.
Even if task is created in the customer engagement apps, Regarding does not appear in Outlook Task. Both ways should be possible.
Category: Email Management and Outlook Integration
For a good user experience, it must be possible to track a task AND to set regard for a task created in Outlook to Dynamics 365 Online instance using dynamics 365 App for Outlook. Handling should be like tracking e-mails or appointments
Category: Email Management and Outlook Integration
Very disappointing as an end user of Dynamics that you would not include task tracking within Outlook as per past functionality with the Outlook client. A big part of the reason we selected Dynamics for our CRM platform was the seamless integration with Outlook. It has become increasingly less seamless over the years and we will be reviewing moving to SalesForce in the future.
Category: Email Management and Outlook Integration
What is the latest from Microsoft on when this will be rolled out? Seems like a an obvious one to do and more or less a must have.
Category: Email Management and Outlook Integration
Hello, Any news about this feature ?
Category: Email Management and Outlook Integration
We definitely need this feature! It was available with the old plugin. Why take it away for the app? It doesn't make sense.
Category: Email Management and Outlook Integration
Totally agree, this is needed by our organization as well!
Category: Email Management and Outlook Integration
Why would Microsoft decide to roll this out without this key feature that was available in the old version?!! Surely this must be on their roadmap - can we have some update on this please?
Category: Email Management and Outlook Integration
We are not able to track tasks with the Dynamics app for Outlook. Please add this feature ASAP.
Category: Email Management and Outlook Integration
Excellent idea.
Category: Email Management and Outlook Integration
Naitik Shah (administrator)
Thank you for your feedback. The feature to track tasks is available by using the 'Outlook category' feature. Please refer to the following link for more information: Use Outlook category for tracking.
Sincerely,
Naitik Shah
PM, Microsoft.