This task requires permissions that are found in all default security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.. More information about specific permissions and performing this task while offline: Common Task Permissions
You can save an Outlook unassigned task, nonrecurring appointment, and meeting request as a new Microsoft Dynamics CRM Online record. You can link a newly-saved Outlook record to a Microsoft Dynamics CRM Online record, such as an account or contact. You can also create a new Microsoft Dynamics CRM Online record that links to the saved Outlook record.
Start Outlook. (Microsoft Dynamics CRM Online for Outlook must be installed.)
In the Outlook calendar, select one or more appointments, meeting requests, or tasks that you want to add to Microsoft Dynamics CRM Online. You can select up to 20 records of the same record type at a time.
In the Outlook tasks folder, select up to 20 tasks.
On the Microsoft Dynamics CRM toolbar, point to Track in CRM, and then click the type of Microsoft Dynamics CRM Online activity you want to create.
In the Outlook tasks folder, the icons beside the records change to the Tracked in CRM icon . New tasks appear as the selected activities in the Activities area in Microsoft Dynamics CRM Online.
You can add information to the new Microsoft Dynamics CRM Online Activity form, open the Outlook item, and then on the Microsoft Dynamics CRM toolbar, click View in CRM. The record opens.
You cannot edit an activity after it has been closed in Microsoft Dynamics CRM Online, except for sent e-mail messages, which you can update with information about which record the e-mail message relates to.
Do one of the following to locate and select a parent record to link to this record:
In Microsoft Office Outlook 2003, click Regarding.
In Microsoft Office Outlook 2007, click Set Parent or Set Regarding.
Click Regarding, Set Regarding, or Set Parent first, and Track in CRM is automatically activated.
In Microsoft Office Outlook 2007, you can remove the link and delete the corresponding record in Microsoft Dynamics CRM Online. Click Track in CRM, and then in the confirmation message, click Yes.
Duplicate detection Process of automatically identifying potential duplicate records. identifies duplicate records when a record is tracked. Duplicate detection may occur when you synchronize or go back online.
If the system detects that your record might be a potential duplicate, instead of saving the record, you'll see the Duplicates Detected dialog box.
To open a record to make sure it is a potential duplicate, in the Potential duplicate records list, double-click the record.
If the duplicate-detection rule A rule that specifies criteria for identifying a record as a duplicate. identified potential duplicate records in other record types, review records from each record type listed.
If your new or updated record is not a duplicate, to create the new record, click Save Record.
- OR -
If your new or updated record is a duplicate, to cancel your changes, click Cancel.
If you enter a duplicate record within a few minutes of entering the first record, Microsoft Dynamics CRM Online will not detect the duplicate record. The matchcodes Codes created for every record that a duplicate-detection rule might apply to, used as part of the process of detecting duplicates. for new and updated records are created every five minutes, rather than as a record is created.
Duplicate detection can take place only if duplicate detection is enabled in Duplicate Detection Settings and if at least one duplicate-detection rule A rule that specifies criteria for identifying a record as a duplicate. exists for the record type.More information: Avoiding Duplicate Records
If you are not selected as one of the required resources in an appointment or service activity, the activity will not appear in your Outlook calendar after synchronization.
A task stored in the Outlook default message store, or locations other than the default Microsoft Exchange location, cannot be linked.