Server-side synchronization will sync email/appointment within 15 minutes. ActionĪssign the Tracked to Dynamics 365 category to an email/appointment The following table lists different scenarios of tracking. If you have Dynamics 365 App for Outlook, you can use category-based tracking with App for Outlook. Use category-based tracking with App for Outlook Once you set a flag, you should see the email change color and a red flag appear on the right side of the message header.Assignment of tasks to people that is captured in Outlook will not be synced to customer engagement apps. If you choose "Custom," you can enter any name for the flag you like. You can pick options including today, tomorrow, next week, and no date. In the pop-up menu, choose "Follow Up," then choose the flag you want. Right-click the message you want to flag for follow up.Ģ. How to use flags, reminders, and categories in Outlook Flagsġ.
A flag is primarily intended to indicate when you need to follow up on an email.Reminders, flags, and categories are similar, but they give you somewhat different ways to manage your inbox: Most of these features will not work for IMAP-based email - you'll only be able to set a basic flag.
These features work best when you use either the Microsoft Exchange or POP protocols for email. It's easy for that system to spiral out of control, which is why Outlook gives you organizational tools like reminders, flags, and categories. Managing your Outlook email is challenging because many of us use the inbox as a to-do list, keeping messages unread as a proxy for action items.
Visit Insider's Tech Reference library for more stories.You can create a set of color-coded categories for email and assign them with the right-click menu.You can get pop-up reminders for action items and flag messages for follow-up.You can use reminders, flags, and categories in Outlook to help manage your email.
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