While you are online with Microsoft Dynamics CRM Online for Microsoft Office Outlook, changes you make to tracked records in Outlook or Microsoft Dynamics CRM Online are visible to others as soon as you save the record. Changes that others make to Microsoft Dynamics CRM Online are visible to you after they save the record. Changes that others make to records you are tracking in Outlook may not be visible in Outlook for up to 15 minutes.
If you are working offline, your changes are kept in your local data, which was updated last when you went offline. When you go back online, your changes are made to the Microsoft Dynamics CRM Online server and are visible to everyone.
The Microsoft Dynamics CRM Online address book is synchronized separately and on a different schedule.
Synchronizing and Tracking Microsoft Dynamics CRM Online Data with Outlook
You can set your synchronization options so that incoming and outgoing Microsoft Dynamics CRM Online e-mail messages are recognized as an e-mail activity.
Track e-mail messages, contacts, tasks, meetings and appointments in Outlook to create a corresponding activity or contact record in Microsoft Dynamics CRM Online.
You can also link the items. To link an Outlook item to a Microsoft Dynamics CRM Online record, click the Set Regarding or Set Parent button, and then select an account or contact. Clicking Set Regarding or Set Parent automatically tracks the record.
Linking also tracks all replies to linked e-mail messages. Tracked e-mail messages, contacts, tasks, and appointments are updated to Microsoft Dynamics CRM Online immediately while you are online. If you are offline, these items are stored in your local data to be synchronized with the Microsoft Dynamics CRM Online server when you go back online.
By default, tracked items display a Microsoft Dynamics CRM symbol rather than the standard Outlook symbols for e-mail messages, contacts, and tasks.
You can choose to automatically create Microsoft Dynamics CRM Online contact or lead records from the sender of tracked e-mail messages and the organizer of tracked meetings when you are online.
While you are offline, contact and lead records are not created automatically from tracked e-mail messages or the organizer of tracked meetings. You must manually create the records.