Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

Set synchronization options in Microsoft Dynamics CRM for OutlookCan I do this task?This task requires permissions that are found in all default security roles. More information aboutspecific permissions and performing this task while offline: Common Task PermissionsYou can select which record types you want to synchronize between Outlook and Microsoft Dynamics CRM forOutlook and how often you want to synchronize between applications. This tab is not available in the Webapplication.1. Start Outlook. (Microsoft Dynamics CRM 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 recordtypes are synchronized:Appointments I'm attendingSelect this option if you want to synchronize appointments and service activities in which youare a participant and have accepted the appointment.My tasksSelect this option if you want to synchronize tasks that you own in Microsoft Dynamics CRM.ContactsSelect this option if you want to synchronize contacts that you own in Microsoft DynamicsCRM.If you delete a contact you own in Microsoft Dynamics CRM or in Microsoft Dynamics CRM forOutlook, it will not be deleted in the other application.My phone callsSelect this option if you want to synchronize phone calls that you own in Microsoft DynamicsCRM.My lettersSelect this option if you want to synchronize letters that you own in Microsoft Dynamics CRM.My faxesSelect this option if you want to synchronize faxes that you own in Microsoft Dynamics CRM.4. If you want to include company names from Outlook contacts, select Update Company fields withparent 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 for Outlook, select thiscomputer to be the synchronizing client.6. If your organization permits it, you can define how often Microsoft Dynamics CRM items in yourMicrosoft Dynamics CRM for Outlook folders are updated:Synchronize the CRM items in my Outlook folders everySelect this option and select the number of minutes. You can increase the amount of timebetween synchronization of items in your Microsoft Dynamics CRM for Outlook folders. Youradministrator sets the minimum time allowed between synchronization.7. Select how duplicates are handled during synchronization:170 Microsoft Dynamics CRM 4.0 User’s Guide