In the previous post, we saw how Appointment Synchronization works, for other activity entities the is more or less similar.
How to – Synchronize Appointments between Dynamics 365 and Outlook using Server-Side Synchronization
Below is the list of activity entities that are synced by default (we cannot configure custom entities for sync)
Let us start by creating a sample record for fax, letter, phone call, and task in Dynamics 365.
After some time we can see all of these activities synced to Outlook as Tasks.
Let us mark the task record as complete in Dynamics 365.
Similarly, let us mark the phone call as completed in Outlook.
After a few mins, we can see the task marked as completed in Dynamics 365 marked completed in outlook after the sync.
And phone call marked as completed in outlook, marked completed in Dynamics 365 and moved to closed activities view in Dynamics 365.
Now let us delete the Letter record from Dynamics 365.
And delete the Fax record from outlook.
After successful sync, we can see the corresponding records deleted from both Outlook and Dynamics 365.
Also if we create a task with due date more than a day, a reminder is also set in Outlook, when synced.
In Outlook after sync-
Get all the details here –
Hope it helps..