Accept assigned task in outlook 365 series#
All occurrences of the series still exist in Outlook and Exchange. When tracking a recurring meeting, Dynamics 365 doesn't send new invitations to attendees if: If all these conditions aren't met, the appointment still exists in Exchange, but it's unlinked. The appointment hasn't been logically deleted. The syncing user is the appointment organizer. When an appointment is deleted in Dynamics 365 and synced with Exchange, the appointment is deleted in Exchange only if all the following conditions are met: When this setting is enabled, canceling an appointment in Dynamics 365 cancels the meeting in Exchange, which sends the cancellation to attendees. To change this behavior, turn on SSSPropagateAppointmentCancellationsToExchange in OrgDbOrgSettings. The appointment doesn't have attendees.īy default, appointments that are canceled in Dynamics 365 don't sync to Exchange as Canceled. The user syncing the appointment isn't the appointment organizer. If the appointment is deleted in Dynamics 365, no cancellation is sent if: Syncing canceled and deleted appointments from Dynamics 365 to ExchangeĮxchange sends an appointment cancellation to attendees when the appointment is deleted in the organizer's mailbox. None of the following properties changed: Subject, Body, Location, IsAllDayEvent, ScheduledStart, ScheduledEnd, RequiredAttendees, OptionalAttendees, Organizer, AppointmentStatus, Priorit圜ode, RecurrencePattern. The user syncing the appointment isn't the organizer. Reminder: No reminder is set if the appointment is more than seven days in the past or the appointment status is Free. Mapping: Appointments in Dynamics 365 sync to Exchange as meetings.Īppointment status: If the appointment status in Dynamics 365 is Completed, Canceled, or Free, the appointment status syncs to Exchange as Free. Syncing appointments from Dynamics 365 to Exchange You can add it to forms, views, or advanced find queries, as needed, to confirm the value is present and correct. The organizer field isn't exposed on the appointment form by default. When you create appointments using customizations, make sure that the organizer is specified correctly. 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.
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