System Settings Dialog Box - Outlook Synchronization Tab

If you need to back up your settings or export your settings for use in a different implementation of Microsoft Dynamics CRM, export your settings as part of exporting customizations of a solution. More information: Export a solution

Can I do this task?

1. Navigate to the synchronization settings.

   In the Navigation Pane, click Settings, click System, click Administration, and then click System Settings.

   Click the Outlook tab.

2. Make changes to when and how often incoming e-mail is checked for tracking.
   • Perform checks as new e-mail is received.
   • Look for and link incoming e-mail at intervals.
   • Send pending CRM e-mail at intervals.
3. Specify if users can schedule synchronization and how often.
4. Specify if users can update the data that is stored on their computer to use when offline, and how often.
5. Specify how often the address book is synchronized.
6. Specify whether the Get CRM for Outlook button is displayed in Microsoft Dynamics CRM.
7. To save your changes and close the dialog box, click OK.