Forum Discussion
fireplacepros
Jun 08, 2023Copper Contributor
linking Excel with Outlook
I made a CRM in an Excel Worksheet in hopes to cold call potential new clients. I want to import it into our Outlook Calendar so that it will remind our sales guy(s) when he needs to do return calls ...
SergeiBaklan
Jun 13, 2023Diamond Contributor
"I noticed I can share my tasks but don't know how to turn my to-do list into tasks"
In modern Outlook tasks are integrated with To-Do for the accounts hosted by Microsoft (like outlook.com for consumers and 365 tenants)
Not sure it is still in preview or not.
fireplacepros
Jun 13, 2023Copper Contributor
I don't have that top option in our version of Outlook. We have Windows 10, if that matters.
- SergeiBaklanJun 14, 2023Diamond Contributor
Windows version doesn't matter, you need to have proper Office 365 subscription. This work at least on Current channel.