How to Create a Dynamics 365 Follow-up Task from an Outlook Email
How to Create a Dynamics 365 Follow-up Task from an Outlook Email
Never fail to follow up!
Have you ever found it difficult keeping track of who has (and hasn’t) responded to your emails?
Most of us have. Fortunately, there’s a very simple trick that will ensure you won’t lose track of those email chains again!
With the Dynamics 365 App for Outlook, you can create a CRM task to remind you on a certain date in the future to follow up with the contact you are emailing.
And you can do it without ever leaving Outlook!
In this edition of Microsoft Dynamics Secrets, you will learn how to create a task activity in Dynamics 365 from your Outlook email with just a few simple steps.
Create a CRM task from Outlook
1. From email, open the Dynamics 365 App for Outlook:
2. Click on the ellipses (…) at the top right of the Dynamics 365 App pane (highlighted in image above) and select Quick Create Menu:
3. Select Activities, then Task:
4. Enter task details, then click Save and Close:
The task will now appear in both Dynamics 365 and in Outlook, and is set to trigger a reminder from Outlook on the scheduled date and time.
In Dynamics 365:
In Outlook:
Looking for a helping hand with Dynamics 365 CRM?
Our OnTrack CRM Success System helps you get the most from your CRM investment with support services including:
- unlimited diagnostic support
- unlimited answers to “How do I …?” questions
- annual system audits
- regular progress calls from a dedicated account manager
- + additional valuable services!
We offer OnTrack in both month-to-month or annual subscriptions, and because we stand behind what we do, we offer a 100% money-back guarantee and you can cancel your plan at any time!
Make CRM Easier To Use With Fewer Clicks: Summer 2026 Release
Chicago, IL – [August 19th, 2026] – If you’ve ever gotten frustrated clicking through CRM just to finish a basic task, you're not alone. After 20+ years in CRM, we still see users lose time moving between screens just to log an activity, send an email, or find what...
Azamba Summer 2026 Release Notes
Enjoy A More Focused, Functional Workspace Release Date: August 19th, 2026 - Tired of a cluttered CRM with too many clicks to get through your day? This release is built to fix exactly that, with powerful upgrades to some of our most-used Add-Ons. Plus, a brand-new...
Azamba Spring Release Notes
Enjoy More Freedom and Flexibility with Your CRM Release Date: March 25th, 2026 - New updates are officially here, the CRM tools you know and love just got smarter. This Spring release focuses on giving you better visibility, easier task management, and a simpler...
Azamba Spring 2026 Add-On Update: Smart Tools That Keep Your Work and Team Connected in CRM
Chicago, IL – [March 25th, 2026] – Does your CRM still feel disconnected from the way you work? Are you left guessing what’s next instead of having clear visibility into pipeline, projects, and follow-ups? After 700+ implementations, we consistently see the same...
Azamba Q4 2025 Release Notes
Smarter, Faster, and Easier Than Ever – CRM That Just Works Release Date: October 29th, 2025 - Your favorite CRM tools just got a serious upgrade. This month’s updates to LaunchPad and the EZ Add-On Suite are focused on saving you time, reducing clicks, and making...
Azamba Q4 2025 Add-On Update: CRM That Works Harder, and Smarter, for You
Chicago, IL – [October 29th, 2025] – It’s here! The October 2025 update is live, and this one’s all about making your CRM easier, faster, and more intuitive than ever. From better automation and faster onboarding to smarter tools that just make sense, this update was...
Azamba Q2 2025 Release Notes
Release Date: July 16, 2025 - At Azamba, we believe your CRM should make work easier, not add unnecessary complexity. Every update in this release is designed to help your team save time, reduce admin, and get more value from Dynamics 365, so you can focus on what...
Azamba Q2 2025 Add-On Update: Everything You Need Now in One Place
Chicago, IL – [July 16th, 2025] – If you’ve ever wished Dynamics 365 could just work the way your team does, you’re not alone. This summer, we’re making it easier than ever to get the most out of your CRM with a single solution, a cleaner workspace, and smarter tools...
Azamba Launches EZ Notes: A Smarter, Simpler Way to Take and Manage Notes in Dynamics 365 CRM
Chicago, IL – [March 19th, 2025] - Are messy, disorganized notes wasting your team’s time and leaving critical details lost in the shuffle? Do you spend more time searching for information than acting on it? EZ Notes is here to end the frustration and take the chaos...
Powerful New Updates to Accelerate Sales for Microsoft Dynamics 365 CRM Users
Chicago, IL – [March 5th, 2025] – Azamba is excited to announce the release of EZ Buttons 3.1. This powerful CRM Add-On for Microsoft Dynamics 365 simplifies tasks and makes CRM a breeze to use. With this CRM Add-On, you will work faster and smarter with less...
Eric Anderson is the director of the Dynamics 365 practice at Azamba.
With a combined 19 years of experience as a controller, ERP consultant, professional services manager, and CRM evangelist, he strives to deliver the best-fitting solution to each company he has the pleasure to engage with.
Related articles:
Azamba Summer 2026 Release Notes
Enjoy A More Focused, Functional Workspace Release Date: August 19th, 2026 - Tired of a cluttered CRM with too many clicks to get through your day? This release is built to fix exactly that, with powerful upgrades to some of our most-used Add-Ons. Plus, a brand-new...
Azamba Summer 2026 Release Notes
Enjoy A More Focused, Functional Workspace Release Date: August 19th, 2026 - Tired of a cluttered CRM with too many clicks to get through your day? This release is built to fix exactly that, with powerful upgrades to some of our most-used Add-Ons. Plus, a brand-new...
Make CRM Easier To Use With Fewer Clicks: Summer 2026 Release
Chicago, IL – [August 19th, 2026] – If you’ve ever gotten frustrated clicking through CRM just to finish a basic task, you're not alone. After 20+ years in CRM, we still see users lose time moving between screens just to log an activity, send an email, or find what...