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Dynamics 365 App for Outlook to track Tasks from Outlook

Ilin Ivanov on 12/17/2019 12:49:00 AM
In Outlook it is possible to create Task and to track it with Dynamics 365 CE only if you select email in the inbox, start Dynamics 365 App for Outlook and select "+" to create a new Task.

We need this to be available from Outlook's Tasks and when create a task in Outlook to track it with the mail app like the old COM add-in.
Category: Email Management and Outlook Integration
STATUS DETAILS
Needs Votes

Comments

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RE: Dynamics 365 App for Outlook to track Tasks from Outlook

Scott McDonald on 3/15/2021 5:29:52 PM

This is absolutely needed to create a seamless task creation step within Outlook and have the task tracked to Dynamics 365 to a Regarding record. In addition, providing the ability to create recurring tasks in the same manner.
1. Create Task in Outlook, using Dynamics Add-On
2. Set Task to recurring within Outlook
3. Create multiple tasks within Dynamics 365, per the recurring task settings.

Category: Email Management and Outlook Integration

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RE: Dynamics 365 App for Outlook to track Tasks from Outlook

Kyra Abigail Laureano on 10/27/2020 8:41:58 AM

I agree with this. We also wanted the D365 button available in Outlook Task so that we are able to see directly the details of it like what is the Regarding set to that task. This will minimize the steps needed to perform by the users which is searching for that tasks through relevance search just so they can see the details of a particular task.

Category: Email Management and Outlook Integration