{"id":12626,"date":"2018-08-10T18:22:30","date_gmt":"2018-08-10T12:52:30","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=12626"},"modified":"2023-05-03T10:38:05","modified_gmt":"2023-05-03T05:08:05","slug":"synchronizing-dynamics-crm-tasks-with-google-tasks","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2018\/08\/synchronizing-dynamics-crm-tasks-with-google-tasks\/","title":{"rendered":"Synchronizing Dynamics CRM Tasks with Google Tasks"},"content":{"rendered":"

\"BPC<\/a><\/h2>\n

Introduction: <\/strong><\/h2>\n

With the introduction of Microsoft flow<\/a>,\u00a0it has now been hassle free experience for users who wish to sync their Dynamics 365 CRM tasks with their respective Google accounts tasks. In our last posts, we have covered\u00a0how we can\u00a0Create a record in Dynamics 365 using\u00a0Gmail Connector<\/a>\u00a0and\u00a0Create Dynamics 365 Records from an\u00a0Excel\u00a0on Google Drive<\/a>\u00a0using Microsoft Flow.\u00a0In the below article we are going to explore how user can sync Dynamics 365 tasks with Google tasks to keep a track of their daily tasks.<\/p>\n

Let\u2019s have a quick walkthrough:<\/p>\n

1.\u00a0 Setup trigger point: <\/strong>For the flow to trigger we need to add a trigger point, in our case it is the creation of \u201ctask\u201d<\/strong> as shown in the screenshots below.<\/p>\n

\"Synchronizing<\/p>\n

\"Synchronizing<\/p>\n

Select the Organization name in which the task exists and Entity Name as Tasks in our case<\/p>\n

\"Synchronizing<\/p>\n

Now click on the \u201c+ New Step\u201d<\/strong> button and then select \u201cAdd an action\u201d<\/strong><\/p>\n

\"Synchronizing<\/p>\n

Search for google tasks and the select the action to create a task in a task list<\/p>\n

\"Synchronizing<\/p>\n

2. Grant Access:<\/strong> As soon as you would select an action it will prompt you to sign in to your google account.<\/p>\n

\"Synchronizing<\/p>\n

Enter your credentials and allow access to your Google account.<\/p>\n

\"Synchronizing<\/p>\n

3. Specify tasks list:<\/strong> Once the access is granted you can then specify the task list in which the task created in CRM would get added.<\/p>\n

\"Synchronizing<\/p>\n

4. Mapping the attributes:<\/strong> Now we would map the Subject of our task in CRM with the title of task in Google tasks as follows<\/p>\n

\"Synchronizing<\/p>\n

You can also add a prefix to identify the tasks generated from the CRM as shown in the above image.<\/p>\n

In the similar way you can also map the description of the CRM task with the notes of the Google task<\/p>\n

\"Synchronizing<\/p>\n

Once you are done with the above steps click on save button.<\/p>\n

\"Synchronizing<\/p>\n

4. Test the flow:<\/strong> After saving the flow test it by activating it as follows<\/p>\n

\"Synchronizing<\/p>\n

After selecting I\u2019ll perform the trigger action<\/strong>, click on the test button and you are ready to execute the flow. All you need to do is just create a task in activities of your dynamics CRM and save it.<\/p>\n

\"Synchronizing<\/p>\n

The above is the screenshot of the task created in CRM and the below image is the screenshot of task synchronized with Google tasks.<\/p>\n

\"Synchronizing<\/p>\n

 <\/p>\n

Conclusion:<\/strong><\/p>\n

In this way, user can sync their Dynamics 365 CRM tasks with the respective Google accounts tasks using Microsoft Flow.<\/p>\n

\"google-maps-dynamics-crm-turn-turn-gps-navigation\"<\/a><\/p>\n

 <\/p>\n

 <\/p>\n

<\/pre>\n","protected":false},"excerpt":{"rendered":"
Introduction: With the introduction of Microsoft flow,\u00a0it has now been hassle free experience for users who wish to sync their Dynamics 365 CRM tasks with their respective Google accounts tasks. In our last posts, we have covered\u00a0how we can\u00a0Create a record in Dynamics 365 using\u00a0Gmail Connector\u00a0and\u00a0Create Dynamics 365 Records from an\u00a0Excel\u00a0on Google Drive\u00a0using Microsoft Flow.\u00a0In\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":12641,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,18,19],"tags":[1689],"class_list":["post-12626","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","category-dynamics-365-v9-2","category-dynamics-crm","tag-synchronizing-dynamics-crm-tasks"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/12626","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=12626"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/12626\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/12641"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=12626"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=12626"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=12626"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}