Control field synchronization between Dynamics 365 apps and Outlook or Exchange

  • Article

If you’re a system administrator, you can control synchronization of appointments, contacts, and tasks fields between Dynamics 365 for Customer Engagement and Outlook (using Dynamics 365 for Outlook) or Exchange (using server-side synchronization). You can:

  • View and modify the fields that are synchronized between Customer Engagement and Outlook or Exchange.

  • Control whether a specific pair of fields is synchronized:

    • In one direction - from Outlook or Exchange to Customer Engagement or from Customer Engagement to Outlook or Exchange

    • In both directions - from Outlook or Exchange to Customer Engagement and from Customer Engagement to Outlook or Exchange

    You can also disable field synchronization between a pair of fields.

    For more information about controlling field synchronization, see Control field synchronization between Dynamics 365 apps and Dynamics 365 for Outlook

Note

This feature was introduced in CRM Online 2015 Update and CRM 2015 (on-premises).
Interested in getting this feature? Find your Dynamics 365 administrator or support person.

See also

Which fields can be synchronized between Dynamics 365 apps and Outlook? How field security affects synchronization between Dynamics 365 apps and Dynamics 365 for Outlook System Settings dialog box - Synchronization tab
Overview of tracking records in Dynamics 365 for Outlook