This includes completion state, recurrence and categories. Once it’s complete you can copy the tasks from one to another via ctrl+c/v.ĭepending on the number of tasks it may take some time until they are synchronized, but it will happen and with all properties. If the lists haven’t been synchronized yet, wait for it to complete. The one from which the tasks should be transferred from and the one to which the tasks should be transferred to. While looking for ways to easily copy Microsoft To Do tasks from one account to another I came up with this simple solution, which requires the Outlook Desktop App:Ĭreate the necessary lists in the target account inside Microsoft To Do. Backing up /Restoring Microsoft To Do Tasks.To create a new flow, click the My Flows tab on the top bar and select Create from blank.Transfer Microsoft To Do tasks from one account to another The blog also includes instructions for accessing and setting up Flow. If you are unfamiliar with how Flow works, review our blog on using Flow to automatically create a Planner Task when a lead is created in Dynamics 365. This flow can be adapted and customized to include other relevant lead information like next contact date, lead owner, line of business, etc. In our scenario outlined below, Flow will send automated weekly email to display open leads in Dynamics 365 for Sales. It connects with other Office 365 and Dynamics 365 applications as well as third party services, allowing you to build custom workflows in a graphical user interface. Flow is a cloud-based workflow automation tool included in most Office 365 plans. Using Microsoft Flow to send automated reminders will help prioritize sales leads, keep them top-of-mind, and provide an overview of the sales funnel to your employees. Enhanced sales management applications like Dynamics 365 for Sales are great for keeping track of sales contacts, notes, and dates, but are limited by a user’s ability to complete manual sales tasks. You keep in touch with most leads but fail to respond to a question one lead has about your proposal.

Managing leads can feel like a failing juggling act.

Send email to microsoft to do