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!
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...
Azamba releases EZ Buttons 3.0!
Chicago, IL – [November 20th] - We are thrilled to bring you EZ Buttons 3.0, a game-changing update packed with powerful tools to streamline your sales process and help you get more done, faster. With EZ Buttons, turn time-consuming, multi-step tasks into quick,...
Microsoft Dynamics 365 Business Central + CRM Integration Demo | Dynamics Deep Dive Series
Stay Connected Without Switching Systems If your team is jumping between tools just to get a full picture of a customer or transaction, you’re losing time. You might even be missing opportunities. The integration between Microsoft Dynamics 365 and Business Central...
How to Track Your Goals and Metrics in Microsoft Dynamics 365 CRM | Dynamics Deep Dive Series
Set and Track Your Goals, All From CRM Goal tracking shouldn’t require extra work. If your team is still updating spreadsheets or switching between apps just to see where they stand, it’s time for something better. With Dynamics 365, you can monitor performance,...
Why MSP’s Should Add CRM to Their Solution Portfolios
We’re entering a new era in CRM All the old reasons for customers buying CRM are still valid but the advent of AI is making the case for renewed interest in CRM. To modify an adage, “If it’s interesting to my customers, then it is fascinating to me!”. AI is...
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 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 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 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...