NOTE: this setup was conducted in a general sandbox where users are logged in as Administrator. ![]() While working with a client to propose Microsoft Dynamics AX as a solution to replace a legacy CRM and ERP system, the following questions arose: “Is it possible to enter tasks and calendar appointments into Dynamics AX, and once those tasks and appointments have been entered into Dynamics AX, can they be synced to Outlook?” The answer is yes! Below I will review the required setup components, how to add tasks and appointments within Dynamics AX and how those tasks and appointments will be synced to Microsoft Outlook.
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