Synchronize with Microsoft Outlook manually

Can I do this task?

Outlook and Microsoft Dynamics CRM regularly synchronize linked data. You can change how often this data is synchronized and what data is synchronized in your personal options.

More information: Set Personal Options

You can update linked data manually with the following procedure.

  1. If you have Outlook 2007 installed, on the CRM menu, click Synchronize with CRM.

    - OR -

    If you have Outlook 2010 installed, click File. Click the CRM tab, and then click Synchronize with CRM.

  2. In the Synchronizing Microsoft Dynamics CRM Data dialog box, click Common 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 synchronization process, so that you can correct them.

    Note

    If you receive the error message "CRM server Not Found", verify that you have Internet connectivity and that the Microsoft Dynamics CRM server is running. Then try synchronizing again.

Related Topics

Synchronize Data

Synchronizing Information

Working Offline
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