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It would be great to have Planner Integrated with Dynamics CRM Online (and on-prem if possible). Suggested methods could include:
1) Use the current "Task" Activity type and link it with Planner
2) Create a custom "Planner Task" Activity type
3) Other?
STATUS DETAILS
Declined
Comments
or you create a Task in MS Planner, mark a checkbox 'Create new CRM case'.
So the Task owner can link the case to a customer or project, can book the working time and so on.
thx Jens
Category: Unified Experience: Search, navigation and performance
Dynamics 365 Sales (administrator)
Thank you for your feedback. We are declining/closing this idea as it has been open for more than 2 years and has not received sufficient numbers of votes. If the idea is still valid, request you to re-submit the idea.