The person who assigns the task can follow the progress of the task in either tool. When a task is tracked, the task owner can work on the task in Dynamics 365 for Outlook or Customer Engagement. After you assign the task, the person you assign it to owns the task. You own a task that you create until you assign it to someone else. To track a task, you must be the owner of the task. Learn more about enabling tracking of assigned tasks If you’re using Microsoft Dynamics CRM 2015 for Outlook or later, you can also track assigned tasks if your administrator has enabled this capability. It’s best to untrack items one at a time. If you want to stop tracking a task, open the task record, and then on the Task tab, in the Customer Engagement group, click Untrack.
To save the task, click the down arrow on the Actions button, and then click Save & Close.ĭynamics 365 for Outlook adds the People symbol to the task to show that it’s tracked. If you set a Regarding value, Dynamics 365 for Outlook also provides a link to the Regarding record. This pane shows that the record is tracked and provides links to related records. When you click the Track button or the Set Regarding button, a Dynamics 365 for Customer Engagement pane (also known as the “tracking pane”) appears at the bottom of the task record. After you find the record you want, click Add. To track the task and link it to a particular Customer Engagement record (for example, a specific opportunity or case), on the Task tab, in the Customer Engagement group, click Set Regarding, click More, and then search for the record in the Look Up Record dialog box. It will then show up as a phone call, letter, or FAX on your Activities list. To track the task record as a phone call, letter, or FAX, click the down arrow on the Track button, and then select the appropriate item.
To track the task record without linking it to a particular record in Dynamics 365 apps, on the Task tab, in the Customer Engagement group, click Track. To track the task, do one of the following: If you want to make it a recurring task, click Recurrence, and then specify how often you want the task to occur. They don’t have anything to do with synchronization or synchronization direction. These changes are controlled by Outlook or Customer Engagement independently. Likewise, if there is a Start date value but no Due date value in Customer Engagement, the Due date value will automatically be set to the Start date value. If there is a Start date value but no Due date value in Outlook, the Due date value will automatically be set to the Start date value whenever you change the start date directly in Outlook. However, when a task has a Due date time set in Customer Engagement, it will be synchronized to reminder time in Outlook. Reminder information is not synchronized from Outlook to Customer Engagement. When a task is created in Outlook, the system assigns the task a reminder time.
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