Set local data synchronization options in Microsoft Dynamics CRM for Outlook

Can I do this task?

If your organization allows it, you can select how frequently information is automatically updated between Microsoft Dynamics CRM and Outlook.

When information is updated more frequently, you can go offline faster because there is less information to update during the synchronization process.

1. Start Outlook. (Microsoft Dynamics CRM for Outlook must be installed.)
2. If you have Outlook 2007 installed, on the CRM menu, click Options.

   - OR -

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

3. In the Set Personal Options dialog box, click the Local Data tab.

   This tab is not available in the Web application The version of Microsoft Dynamics CRM that works in Microsoft Internet Explorer..

4. To change the interval that data is synchronized, select the Update local data every check box, and then enter a number between 1 and 60.

   By default, the Outlook local data is synchronized with the Microsoft Dynamics CRM address book every 15 minutes. Your administrator sets the minimum time allowed between synchronization.

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

Note

You can synchronize information with Microsoft Dynamics CRM at any time.

• If you have Outlook 2007 installed, on the CRM menu, click Synchronize with CRM.
• If you have Outlook 2010 installed, click File. Click the CRM tab, and then click Synchronize with CRM.