Create or modify synchronization filters or view synchronizing fields
Looking for help on the Synchronization Settings for Outlook or Exchange dialog box or the Go Offline Settings dialog box?
Synchronization Settings for Outlook or Exchange dialog box. This dialog box has three tabs:
User Filters. Use this tab to choose the records that are synchronized between Customer Engagement and Outlook or Exchange when you’re online. More information: Choose the records to synchronize between Dynamics 365 apps and Outlook or Exchange
System Filters. System administrators can programmatically modify online synchronization filters for an entire organization. More information: MSDN: Offline and Outlook filters and templates
Synchronization Fields. Use this tab to view the fields that are synchronized between Customer Engagement and Outlook, and to view the synchronization direction (one-way or two-way synchronization). More information: View the fields that are synchronized between Dynamics 365 apps and Dynamics 365 for Outlook
Go Offline Settings dialog box. This dialog box has two tabs:
User Filters. Use this tab to choose the records to work with when you go offline with Dynamics 365 for Outlook. More information: Choose records to work with offline in Dynamics 365 for Outlook
System Filters. System administrators can programmatically modify offline synchronization filters for an entire organization. More information: MSDN: Offline and Outlook filters and templates
See also
Choose records to work with offline in Dynamics 365 for Outlook
Work offline with Dynamics 365 for Outlook
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