Set address book options in Microsoft Dynamics CRM Online for Outlook

Can I do this task?

You can select how the address book is managed in Outlook and Microsoft Dynamics CRM Online for Outlook and how often you want to synchronize between applications. This tab is not available in the Web application.

  1. Start Outlook. (Microsoft Dynamics CRM Online for Outlook must be installed.)
  2. On the Microsoft Dynamics CRM menu bar, click Options.
  3. In the Set Personal Options dialog box, on the Address Book tab, you can select how contacts and other record types are synchronized, and whether or not e-mail recipients are linked to Microsoft Dynamics CRM Online records.
  4. By default, the Outlook Address Book is synchronized with the Microsoft Dynamics CRM Online address book every 24 hours. If your organization permits it, you can change this interval. To change this interval, change the number between 1 and 60. Your administrator sets the minimum time allowed between synchronization.
  5. To save your changes and close the dialog box, click OK.

Note

If you want to synchronize your address book manually, synchronize Microsoft Dynamics CRM Online manually. In Microsoft Dynamics CRM Online for Outlook, on the Microsoft Dynamics CRM menu bar, click Synchronize Outlook with CRM.

Related Topics

Set Personal Options

Synchronize Data

Install Microsoft Dynamics CRM Online for Outlook

Synchronizing Information

Synchronization Issues with Microsoft Dynamics CRM Online for Outlook - Troubleshooting

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