arodeiro
Sep 18, 2023Copper Contributor
Status:
Closed
Link from Outlook task/appointment to the D365 entity that created it
When we create a task/appointment from D365 and it is synchronized with Outlook, only the title and description are copied in Outlook. That entity in D365 could have more data such as the account, contact, etc. When Outlook notifies us the expiration of these activities, we haven't this information and need to search it in D365 manually. It would be nice to have access from the Outlook task/appointment to the D365 that originated it. The most basic would be to add it link to the first line of the description or to the beginning/end of the title. Another possibility would be a specific field. Thank you.
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