This task requires permissions that are found in all default security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.. More information about specific permissions and performing this task while offline: Common Task Permissions
Outlook and Microsoft Dynamics CRM Online for Outlook regularly synchronize linked data. You can change how often this data is synchronized and what data is synchronized in your personal options.
You can update linked data manually with the following procedure. This procedure does not take you offline, nor does it update your offline data.
In Microsoft Dynamics CRM Online for Outlook, on the Microsoft Dynamics CRM menu bar, click Synchronize Outlook with CRM.
In the Synchronizing Microsoft Dynamics CRM Data dialog box, click Details to view the progress of the synchronization. You can view information on the following tabs:
Tasks. This tab displays information about the number of records and activities that are being synchronized.
Errors. This tab displays an explanation of any errors that occur during the synchorization process, so that you can correct them.
Notes
To view the tasks and errors of the last synchronization, on the Microsoft Dynamics CRM menu bar, click Synchronization Progress.
If you receive the error message "CRM server Not Found", verify that you have Internet connectivity and that the Microsoft Dynamics CRM Online server is running and then try again.
Duplicates are not detected if you are offline. Duplicate detection Process of automatically identifying potential duplicate records. may also occur when you synchronize or go back online.
If the system detects that your record might be a potential duplicate, instead of saving the record, you'll see the Duplicates Detected dialog box.
To open a record to make sure it is a potential duplicate, in the Potential duplicate records list, double-click the record.
If the duplicate-detection rule A rule that specifies criteria for identifying a record as a duplicate. identified potential duplicate records in other record types, review records from each record type listed.
If your new or updated record is not a duplicate, to create the new record, click Save Record.
- OR -
If your new or updated record is a duplicate, to cancel your changes, click Cancel.
Notes
If you enter a duplicate record within a few minutes of entering the first record, Microsoft Dynamics CRM Online will not detect the duplicate record. The matchcodes Codes created for every record that a duplicate-detection rule might apply to, used as part of the process of detecting duplicates. for new and updated records are created every five minutes, rather than as a record is created.
Duplicate detection can take place only if duplicate detection is enabled in Duplicate Detection Settings and if at least one duplicate-detection rule A rule that specifies criteria for identifying a record as a duplicate. exists for the record type.More information: Avoiding Duplicate Records
Resolve potential duplicate records.