Synchronize Data

There are two types of synchronization with Microsoft Dynamics CRM Online for Outlook:

• Synchronization between Outlook folders and contacts and Microsoft Dynamics CRM Online
• Synchronization of local data Data that is available offline and stored on the local computer. between Outlook and Microsoft Dynamics CRM Online so that you can go offline.

When you choose to go offline, Microsoft Dynamics CRM Online copies data from the Microsoft Dynamics CRM Online server to your computer. The amount of data copied locally to your computer is defined by a filter A filter available in Microsoft Dynamics CRM Online for Outlook that determines what data is available offline and stored on the local computer. and by the synchronization options set in your personal options.

After you return online, changes you made to local data are updated on the Microsoft Dynamics CRM Online server. If you encounter problems during synchronization, you are given choices about how to continue. Microsoft Dynamics CRM Online notifies you of any duplicate records.

Set synchronization options in Microsoft Dynamics CRM Online for Outlook

Set address book options in Microsoft Dynamics CRM Online for Outlook

Synchronize with Outlook manually

Choose the types of Microsoft Dynamics CRM Online records and other items that synchronize with Outlook

Work with Data to Take Offline