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Set address book options in Dynamics 365 for Outlook

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With Microsoft Dynamics 365 for Outlook, when you compose an email message or set up a meeting, you can search for a Customer Engagement contact directly from the To field of the email message or appointment. By default, only the contacts that are synchronized with Dynamics 365 for Outlook and other record types that you own (such as accounts and leads) appear in the address book. Use this process if you want to synchronize all Dynamics 365 apps contacts, including contacts that you don’t own or to synchronize additional record types that you don’t own.

Note

The address book synchronizes with Customer Engagement automatically when you start Dynamics 365 for Outlook, and then once every 24 hours.

  1. In Dynamics 365 for Outlook, choose File, and then choose Dynamics 365 apps > Options.

  2. In the Set Personal Options dialog box, choose the Address Book tab.

    Note

    This tab is not available in the Customer Engagement web application.

  3. For Contacts, select one of the following:

    • Match only against contacts synchronized to Dynamics 365 for Customer Engagement. This option is selected by default. Leave as is if you only want to be able to access the contacts that are synchronized through the online synchronization filters. More information: Choose the records to synchronize between Dynamics 365 apps and Outlook or Exchange

    • Match all contacts in Dynamics 365 for Customer Engagement. Select this option if you want all Customer Engagement contacts to be available in the address book.

  4. For Other record types, select one of the following:

    • Do not match. Select this option if you do not want to sync other record types, such as accounts or leads.

    • Match only the items I own. This is the default option. Leave as is if you don’t want to sync additional record types that you don’t own.

    • Match all items in Dynamics 365 for Customer Engagement. Select this option if you want to sync all record types, including record types you don’t own.

  5. If your address book is slow or if there are record types you want to exclude from your address book, under Change the record types being synchronized to your Address Book, choose the Select or change the values for this field button Ellipsis button..

  6. Add or remove record types, and then choose OK.

  7. To save your changes and close the dialog box, choose OK.

See also

Choose the records to synchronize between Dynamics 365 apps and Outlook or Exchange
Track Outlook contacts in Dynamics 365 for Outlook
Frequently asked questions about synchronizing records between Microsoft Dynamics 365 apps and Microsoft Outlook