
The more active a mailbox is, the more frequent synchronisation occurs. Synchronisation is now based on the level of activity of a mailbox. All emails in this folder would then be saved and linked to a corresponding account in Dynamics 365. For example, Outlook can redirect all emails from a particular company to a folder in Outlook related to that company. In Outlook, you can apply rules to sort emails into folders. Folder TrackingĪn exciting feature is folder tracking, which is tracking a group of emails rather than singular items. The process further streamlines data entry. If a sender is not present, the system can once again automatically create a corresponding record. Incoming emails, either all or filtered depending on requirements, can be scanned by the Dynamics 365 add-in and sorted to the related accounts and contacts. "Extinction? What a joke, haha!" laughed it off another source going by the initials S.N.When an email has been successfully tracked, you will see the tag ‘Tracked to Dynamics” displayed on the message. "We can't have it stop now." commented another prominent specialist, Hal.

You even can attach files or leave notes if you need to. A traditional left click on the task, meanwhile, will give you reminder options, steps, and more options to set a different date.

Once added, you can change the due date by right-clicking, and choosing another date. You can create these tasks with the + icon, and then click add. As the name suggests, planned tasks are tasks for the future. Planned in To DoĪ third area in To Do is what’s known as planned. All tasks in To Do will also have an icon next to the task to tell you where it came from - be it My Day, or an email. You’ll be able to complete it by clicking the circle checkbox. After creating one with the Add a task button, you’ll see it populate the list and you can mark as important with a star.

Important tasks work just like other tasks, though. These will get extra visual attention thanks to the star icon you’ll see next to them. Next up in To Do is what is known as “Important.” Important in To Do are a collection of tasks that you’ve marked as urgent, say to attend that important meeting, or grade papers, or even feed the kittens. This appears at the bottom of the sidebar and is your list of all the things you’ve added To Do from across all the categories which we’ll be discussing next. You’ll see options to sort by importance, due date, alphabetically, or creation date.Īlso of note is the “Tasks” section in To Do. Other options available from the My Day page include options to sort. You can click the + icon next to the task to add it, or the circle box to complete it. Suggestions will be grouped by Yesterday, Later, and Earlier, based off when To Do thinks you should add them. You can manually add common tasks with the Add a task button, or you can see suggested itineraries and other items for your day with the lightbulb icon at the top of the screen. The first thing that noticeable in To Do is what is known as “My Day.” My Day is a fresh clean slate to add certain tasks that you want to accomplish each day.
