Control field synchronization between CRM and Outlook or Exchange

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Applies To: Dynamics CRM 2015

With field synchronization, admins can set the sync direction between Microsoft Dynamics CRM and Microsoft Dynamics CRM for Outlook fields. You can control synchronization when using either Outlook synchronization or server-side synchronization (Exchange).

For example, a salesperson may want to take personal notes about a contact and not want the notes to synchronize with CRM data available to all users. You can set the Personal Notes field for contacts in Outlook to not Dynamics CRM for Outlook with CRM so the salesperson’s notes will remain private.

Tip

Video symbol Check out the following video: Configurability in Synchronizing Data with Outlook or Exchange in Microsoft Dynamics CRM 2015

Set field synchronization between CRM and CRM for Outlook

  1. In CRM, Go to Settings > Email Configuration. 

  2. Choose Email Configuration Settings.

  3. Choose the Synchronization tab > synchronized fields

  4. For the fields you want to change synchronization, choose the arrows in the Sync Direction column. Each choice will change the direction.

    Appointment fields for synchronization

     

    Tip

    Hover over a field name to see the fields mapped to it.

  5. Choose OK > OK to close the open dialog boxes.

Let your users know they can view (not change) the synchronization settings. More information: What fields can be synchronized between CRM and CRM for Outlook?

Performance and synchronization

Configuring synchronization might have an impact on the time it takes to sync between Dynamics CRM for Outlook and CRM. You should test your configuration before deploying to ensure satisfactory sync times.

Permissions and synchronization

Role-based security controls access to a specific entity type, record-based security controls access to individual records, and field-level security controls access to specific fields. All these can impact what is synchronized between CRM and Dynamics CRM for Outlook or Exchange.

Best practice is to review the security settings for these security methods to ensure field synchronization is processes as desired. For more information see:

More information: How field security affects synchronization between CRM and CRM for Outlook and Security concepts for Microsoft Dynamics CRM

See Also

Set up CRM for Outlook

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