Synchronize Data

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

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

When you choose to go offline, Microsoft Dynamics CRM copies data from the Microsoft Dynamics CRM 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 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 server. If you encounter problems during synchronization, you are given choices about how to continue. Microsoft Dynamics CRM notifies you of any duplicate records.

Set synchronization options in Microsoft Dynamics CRM for Outlook

Set address book options in Microsoft Dynamics CRM for Outlook

Synchronize with Outlook manually

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

Work with Data to Take Offline