You should be able to see the ‘Track in Dynamics’ icon in Outlook. By clicking this, you will create a copy / link the item in your Outlook with Dynamics.
By default, if you create a contact in Dynamics, they will be automatically synced so that they appear in your Outlook Contacts folder. However, you can also link your existing Outlook Contacts with an Account in Dynamics; which is a manual process.
Items you can sync
- Meetings in outlook to Dynamics.
- Appointments in outlook to Dynamics.
- Emails in outlook to Dynamics.
- Contacts in outlook with Dynamics.
Want to find out more?
Find out more about tracking Outlook items in Dynamics with our useful guides.