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Hello Team,

 

I am trying to Sync a Task created from Outlook to Dynamics 365.

 

In the following official documentation, I found that task can be created from App for Outlook, by doing this task would be track in Outlook tasks section and Dynamics 365.


 

I would like to share a valuable information where we found a workaround to sync tasks directly created in Outlook to Dynamics 365.

 

We've discovered that once a Task has been created in Outlook, it's possible to Categorize it using the tag of 'Tracked to Dynamics 365', which then syncs the Task to D365 after about 10 minutes.

 

If this option does not work at the first, it would be important to check the TrackCategorizedItems org setting to be enable so it would work.

 

Hoping that with this information you make it this easier to create tasks in Outlook and have them sync in Dynamics 365.

 


Category: General
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Synchronization logic for appointments, contacts, and tasks - Power Platform | Microsoft Learn

Category: General