Dynamics 365 App for Outlook

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  • เผยแพร่เมื่อ 1 ก.พ. 2025

ความคิดเห็น • 5

  • @normanmugariri601
    @normanmugariri601 2 ปีที่แล้ว

    thanks pal, exactly what I was looking for

  • @daletiley7374
    @daletiley7374 ปีที่แล้ว

    What if I want to track it too a quote record and not an account or contact

  • @knut3415
    @knut3415 3 ปีที่แล้ว

    Hi, I have a problem with items that are being deleted from Outlook is now also being deleted within CRM (Retention policy on Outlook deletes synced activities after 6 months (phone calls, tasks). Any way to solve this while still being able to sync appointments from Outlook to CRM?

    • @TotalCRM
      @TotalCRM  3 ปีที่แล้ว

      Hi Knut,
      Is this happening only for Appointments or across all activity types?

    • @knut3415
      @knut3415 3 ปีที่แล้ว

      @@TotalCRM It only happens with the activities that were synced to Outlook from CRM. Those are phone calls and tasks. We have one fix which is turning ACT off, but then the users cannot sync meetings from Outlook to CRM =/.