View the fields that are synchronized between Dynamics 365 apps and Dynamics 365 for Outlook

In Microsoft Dynamics CRM 2015 for Outlook or later, you can view the appointments, contacts, and tasks fields that are synchronized between Dynamics 365 for Customer Engagement and Outlook so you can see where the data is coming from. You can also determine whether the fields:

  • Are synchronized one way (from Outlook to Customer Engagement or from Customer Engagement to Outlook)

  • Are synchronized two way (from Outlook to Customer Engagement and from Customer Engagement to Outlook)

  • Aren’t synchronized

    For example, if the fields are synchronized one way, from Customer Engagement to Outlook, you can update the field in Outlook and save the change, but your changes won’t be synced with Customer Engagement, and will be overwritten if the same field value is changed in Customer Engagement. So if fields are synced one way, there’s no need to change the value in the synchronized field.

View the synchronized fields

  1. In Dynamics 365 for Outlook, click File, and then click Customer Engagement.

  2. On the Synchronize button, click the down arrow, and then click Review Synchronization Settings.

    Synchronize Filters button

  3. In the Synchronization Settings for Outlook or Exchange dialog box, click the Synchronization Fields tab.

    Field-level Sync tab in Dynamics 365 apps

  4. In the Entity Type list, select the record type you want to view.

    Outlook fields are displayed on the left and the corresponding Customer Engagement fields are displayed on the right. The blue arrows show the sync direction:

    This indicator Shows that the fields
    One-way sync arrow (right) in Dynamics 365 apps Are synced one way from Outlook to Customer Engagement
    One-way sync arrow (left) in Dynamics 365 apps Are synced one way from Customer Engagement to Outlook
    Two-way sync arrow in Dynamics 365 apps Are synced two way
    No synchronization arrow for Dynamics 365 apps Aren’t synced

    Note

    Field synchronization direction can be impacted by security settings configured by your system administrator. For example, if you don’t have read privileges for a field, it won’t be synchronized in Outlook even if the field is configured for two-way synchronization. To determine whether you have read privileges for a field, click the View in Customer Engagement button to open the record in Customer Engagement. If you see the Lock icon, you can’t access the field.

See also

Which fields can be synchronized between Dynamics 365 apps and Outlook? Control field synchronization between Dynamics 365 apps and Dynamics 365 for Outlook How field security affects synchronization with Outlook