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

If you want to synchronize your address book manually, synchronize Microsoft Dynamics CRM manually. In MicrosoftDynamics CRM for Outlook, on the Microsoft Dynamics CRM menu bar, click Synchronize Outlook with CRM.Set local data synchronization options in Microsoft Dynamics CRM forOutlookCan 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 PermissionsIf your organization allows it, you can select how frequently you want to synchronize between MicrosoftDynamics CRM and Microsoft Dynamics CRM for Outlook. This tab is not available in the Web application.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 Local Data tab, you can select how frequently thedata on your local computer is synchronized.4. By default, the Outlook local data is synchronized with the Microsoft Dynamics CRM address bookevery 15 minutes. To change this interval, select a number between 1 and 60. Your administratorsets the minimum time allowed between synchronization.5. To save your changes and close the dialog box, click OK.NoteYou can start synchronization Microsoft Dynamics CRM manually. In Microsoft Dynamics CRM for Outlook, on theMicrosoft Dynamics CRM menu bar, click Synchronize Outlook with CRM.Set privacy optionsCan 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 specify whether errors you encounter in Microsoft Dynamics CRM are sent to Microsoft. This data is usedto improve the quality of Microsoft Dynamics CRM.1. Under Workplace, click the Personalize Workplace link.– OR –In Outlook, in the Microsoft Dynamics CRM menu bar, click Options.2. Click the Privacy tab, and select when to send an error report to Microsoft Dynamics CRM. For moreinformation about the program, click the View Privacy Statement link.3. To save your changes and close the dialog box, click OK.Important176 Microsoft Dynamics CRM 4.0 User’s Guide