Set synchronization options in Microsoft Dynamics CRM Online for Outlook

Can I do this task?

You can select which record types you want to synchronize between 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 The version of Microsoft Dynamics CRM Online that works in Microsoft Internet Explorer..

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 Synchronization tab, you can select which record types are synchronized:
   • Appointments I'm attending

     Select this option if you want to synchronize appointments and service activities in which you are a participant and have accepted the appointment.

   • My tasks

     Select this option if you want to synchronize tasks that you own in Microsoft Dynamics CRM Online.

   • Contacts

     Select this option if you want to synchronize contacts that you own in Microsoft Dynamics CRM Online.

     If you delete a contact you own in Microsoft Dynamics CRM Online or in Microsoft Dynamics CRM Online for Outlook, it will not be deleted in the other application.

   • My phone calls

     Select this option if you want to synchronize phone calls that you own in Microsoft Dynamics CRM Online.

   • My letters

     Select this option if you want to synchronize letters that you own in Microsoft Dynamics CRM Online.

   • My faxes

     Select this option if you want to synchronize faxes that you own in Microsoft Dynamics CRM Online.

4. If you want to include company names from Outlook contacts, select Update Company fields with parent account names.

   Important: This setting only affects newly tracked contacts. Future changes are not synchronized.

5. If you have more than one computer running Microsoft Dynamics CRM Online for Outlook, select this computer to be the synchronizing client.
6. If your organization permits it, you can define how often Microsoft Dynamics CRM Online items in your Microsoft Dynamics CRM Online for Outlook folders are updated:
   • Synchronize the CRM items in my Outlook folders every

     Select this option and select the number of minutes. You can increase the amount of time between synchronization of items in your Microsoft Dynamics CRM Online for Outlook folders. Your administrator sets the minimum time allowed between synchronization.

7. Select how duplicates are handled during synchronization:
   • Create the duplicates

     This option allows records to be created even if key fields contain the same data.

     More information: Avoiding Duplicate Records

   • Do not create duplicates

     This option blocks records from being created if key fields contain the same data.

8. To save your changes and close the dialog box, click OK.