Set personal options that affect tracking and synchronization between Dynamics 365 apps and Outlook or Exchange
You can use the Set Personal Options dialog box in Microsoft Dynamics 365 for Outlook or in Dynamics 365 for Customer Engagement to set many options that affect tracking and synchronization.
To open the Set Personal Options dialog box:
In Dynamics 365 for Outlook, on the File menu, click Dynamics 365 apps, and then click Options.
-Or-
In Customer Engagement, click the Settings button
in the upper-right corner of the screen, and then click Options.The following table summarizes the tracking and synchronization options available in the Set Personal Options dialog box. The Available column indicates whether the option is available in Dynamics 365 for Outlook, Customer Engagement, or both. This column also indicates if the option is available for Outlook synchronization, server-side synchronization (also known as “Exchange synchronization”), or both. More information: Frequently asked questions about synchronizing records between Microsoft Dynamics 365 apps and Microsoft Outlook
Note
Some of the options on the Synchronization tab are available only if you’re using CRM 2015 or later or if you’re using Customer Engagement.
| To | On this tab | In this section | See this option | Available |
|---|---|---|---|---|
| View or modify the online synchronization filters used to determine the Customer Engagement records copied to your local hard drive | Synchronization | Synchronize Dynamics 365 for Customer Engagement items with Outlook or Exchange | View or manage the filters that determine the Customer Engagement records that are synchronized to your Outlook or Exchange folders. More information: Choose the records to synchronize between Dynamics 365 apps and Outlook or Exchange |
- From Dynamics 365 for Outlook or from Customer Engagement - For Outlook sync or server-side sync |
| View or modify the offline synchronization filters used to determine the Customer Engagement records copied to your local hard drive when you go offline | Synchronization | Manage your offline filters and take your information offline in Dynamics 365 for Outlook | Manage your offline filters to determine what Customer Engagement data you need with you when you go offline. More information: Choose records to work with offline in Dynamics 365 for Outlook |
- From Dynamics 365 for Outlook or from Customer Engagement - For Outlook sync or server-side sync |
| View the fields that are synchronized between Outlook and Customer Engagement | Synchronization | View or manage the synchronized fields of Outlook or Exchange items, including appointments, contacts, and tasks. More information: View the fields that are synchronized between Dynamics 365 apps and Dynamics 365 for Outlook |
- From Dynamics 365 for Outlook or from Customer Engagement - For Outlook sync or server-side sync |
|
| Overwrite the names in the Outlook contacts Company field with the parent account from Customer Engagement contacts | Synchronization | Update the company field for Outlook contacts | Update Company fields with parent account names | - From Dynamics 365 for Outlook only - For Outlook sync or server-side sync |
| Set the synchronization client that synchronizes records between Outlook and Dynamics 365 apps | Synchronization | Set synchronization client | Set this computer to be the client to perform synchronization between Outlook and your primary Dynamics 365 for Customer Engagement organization | - From Dynamics 365 for Outlook only - For Outlook sync only. Note: This option only appears when you have multiple Outlook clients that are connected to the same organization. |
| Set the synchronization interval for synchronizing Customer Engagement items | Synchronization | Schedule automatic synchronization with Outlook | Synchronize the Customer Engagement items in my Outlook folders every | - From Dynamics 365 for Outlook only - For Outlook sync only |
| Enable Customer Engagement to send email using Dynamics 365 for Outlook | Select how Microsoft Dynamics 365 for Outlook should integrate email with Dynamics 365 for Customer Engagement | Allow Dynamics 365 for Customer Engagement to send email using Microsoft Dynamics 365 for Outlook | From Dynamics 365 for Outlook only | |
| Track incoming email automatically | Select how Microsoft Dynamics 365 for Outlook should integrate email with Microsoft Dynamics 365 apps | Check incoming email in Outlook and determine whether an email should be linked and saved as a Dynamics 365 for Customer Engagement record. More information: Set an option to automatically track incoming Outlook email in Dynamics 365 for Outlook |
From Dynamics 365 for Outlook only | |
| Track incoming email automatically | Select the email messages to track in Dynamics 365 for Customer Engagement | Track More information: Set an option to automatically track incoming Outlook email in Dynamics 365 for Outlook |
From Dynamics 365 for Outlook or from Customer Engagement | |
| Track incoming email automatically | Select the email messages to track in Dynamics 365 for Customer Engagement | Configure Folder Tracking Rules More information: Track Outlook email by moving it to a tracked Exchange folder |
- From Dynamics 365 for Outlook or from Customer Engagement - For server-side sync only |
|
| Automatically create contact or lead records if the sender of the email message or meeting invitation doesn’t already have a record in Customer Engagement | Automatically create records in Dynamics 365 for Customer Engagement | Create More information: Set an option to automatically track incoming Outlook email in Dynamics 365 for Outlook |
From Dynamics 365 for Outlook or from Customer Engagement | |
| Select how email recipients are matched to Dynamics 365 apps records | Address Book | Select how email recipients are reconciled with Dynamics 365 for Customer Engagement records | All options More information: Set address book options in Dynamics 365 for Outlook |
From Dynamics 365 for Outlook only |
| Set the synchronization interval for updating your local data when you go offline | Local Data | Set how often to update local data | Update local data every Note: You may not be able to change the interval if your administrator has restricted changes. |
From Dynamics 365 for Outlook only |
| Select how duplicate records should be handled when going from offline to online | Local Data | Select how duplicate records should be handled during synchronization | Enable duplicate detection during offline to online synchronization | From Dynamics 365 for Outlook only |
See Also
Track Outlook email by moving it to a tracked Exchange folder
Track Outlook email by choosing a button in Dynamics 365 for Outlook
Frequently asked questions about synchronizing records between Microsoft Dynamics 365 apps and Microsoft Outlook
Set up email processing through server-side synchronization