It drives different synchronization behaviors. The appointment organizer is a key field for appointment synchronization. How appointments sync between Dynamics 365 and Exchange depends on the sync direction and the appointment's properties. Use Outlook category to track appointments and emails.Track an email or appointment without linking it to a specific row.

Link and track an email or appointment to a specific row in your app.Any change on one side will be reflected on the other. When these requirements are met, server-side sync creates the item in Dynamics 365 and establishes a link. Items in other calendar folders aren't synced. Server-side sync syncs appointments with the Tracked to Dynamics 365 category if the appointment is in the main Calendar folder or its subfolders. The Tracked to Dynamics 365 category is applied in Outlook or another email client, not Dynamics 365 for Outlook.The item is tracked to Dynamics 365 in Dynamics 365 for Outlook.The item was created in the Dynamics 365 for Outlook app.Sync from Exchange to Dynamics 365Īppointments, contacts, and tasks sync from Exchange to Dynamics 365 only when the following requirements are met: Sync from Dynamics 365 to ExchangeĪfter an item is synced with Exchange, a link is established. For more information, see Choose the records to synchronize between customer engagement apps and Exchange. Synchronization filters determine the records that sync between Dynamics 365 and Exchange using server-side synchronization. Appointments, contacts, and tasks are set to use server-side synchronization.įor more information, see Connect to Exchange Online and Server-side synchronization.Note that queue mailboxes don't support appointment, contact, or task sync. Sync configuration requirementsīefore appointments, contacts, and tasks can be synced, the corresponding mailbox record in Dynamics 365 must meet the following requirements. Syncing happens differently, depending on the item being synced and the sync direction. Server-side synchronization, also known as Exchange synchronization, is the preferred method. Email is synchronized separately.Īppointments, contacts, and tasks sync both ways by default between Dynamics 365 and Exchange. This article explores how appointments, contacts, and tasks are synced between Dynamics 365 and Exchange.

Using tasks in outlook