What fields can be synchronized between CRM and CRM for Outlook?
Applies To: Dynamics CRM 2015
CRM administrators can set whether a sync occurs and the sync direction for Microsoft Dynamics CRM and Microsoft Dynamics CRM for Outlook fields.
.jpeg "Appointment fields for synchronization")
You can set synchronization for the entities listed in the following tables. For information on how to set field synchronization, see Control field synchronization between CRM and Outlook or Exchange
Entity: Appointment
CRM for Outlook field |
Default sync |
Settable sync |
CRM field |
Notes |
|---|---|---|---|---|
Appointment Time |
|
|
Appointment Time |
Aggregation of Start Time, End Time, Duration, All Day Event, etc. |
Attachments |
|
Computed |
Attachments |
Changes to |
Body |
|
|
Description |
Outlook and Exchange can contain things like images and links. CRM can only contain multiple lines of text. |
Importance |
|
|
Priority |
Outlook has High Importance, Low Importance. |
Location |
|
|
Location |
|
Optional Attendees |
|
|
Optional Attendees |
|
Organizer |
|
|
Organizer |
See below. |
Regarding |
|
|
Regarding |
See below. |
Required Attendees |
|
|
Required Attendees |
|
Show Time As |
|
|
Appointment Status |
|
Subject |
|
|
Subject |
.jpeg "Two-way sync arrow in Dynamics CRM")
.jpeg "No synchronization arrow for Dynamics CRM")
.jpeg "One-way sync arrow (right) in Dynamics CRM")
, .jpeg "One-way sync arrow (left) in Dynamics CRM")
, Notes
Organizer: In Outlook sync, an appointment created in CRM will not result in filling in the Outlook Organizer field until it is further modified in Outlook. This applies to Appointment, Recurring Appointment, and Service Activity. In server-side sync, a service activity created in CRM will result in filling in the Exchange Organizer field with the person who synchronizes this appointment.
Regarding: When you do a Set Regarding, the Regarding field in Outlook is replaced by the name of the regarding object from CRM. Until you sync, the Set Regarding action in Dynamics CRM for Outlook and in CRM should not change the Regarding field in Outlook.
Entity: Contact
CRM for Outlook field |
Default sync |
Settable sync |
CRM field |
Notes |
|---|---|---|---|---|
Anniversary |
|
|
Anniversary |
|
Assistant’s Name |
|
|
Assistant |
|
Assistant’s Phone |
|
|
Assistant Phone |
|
Birthday |
|
|
Birthday |
|
Business Fax |
|
|
Fax |
|
Business Phone |
|
|
Business Phone |
|
Business Phone 2 |
|
|
Business Phone 2 |
|
Callback |
|
|
Callback Number |
|
Children |
|
|
Children’s Names |
|
Company Main Phone |
|
|
Company Phone |
|
Department |
|
|
Department |
|
|
|
|||
E-mail 2 |
|
|
Email Address 2 |
|
E-mail 3 |
|
|
Email Address 3 |
|
FTP Site |
|
|
FTP Site |
|
Full Name |
|
|
Full Name |
|
Government ID Number |
|
|
Government |
|
Home Address |
|
|
Address 2 |
Changes to |
Home Phone |
|
|
Home Phone |
|
Home Phone 2 |
|
|
Home Phone 2 |
|
Job Title |
|
|
Job Title |
|
Mailing Address/Business Address |
|
|
Address 1 |
Mailing Address changes to Business Address based on System Settings. |
Manager’s Name |
|
|
Manager |
|
Mobile |
|
|
Mobile Phone |
|
Nickname |
|
|
Nickname |
|
Notes |
|
|
Description |
Outlook and Exchange can contain things like images and links. CRM can only contain multiple lines of text. |
Other Address |
|
|
Address 3 |
Changes to |
Other Phone |
|
|
Telephone 3 |
|
Pager |
|
|
Pager |
|
Parent (Regarding) |
|
|
Company Name (Regarding) |
See Notes below. |
Spouse/Partner |
|
|
Spouse/Partner Name |
|
Web Page |
|
|
Website |
|
Yomi First Name |
|
|
Yomi First Name |
|
Yomi Last Name |
|
|
Yomi Last Name |
Notes
Parent (Regarding): When you do a Set Regarding, the Company field in Outlook is replaced by the name of the regarding object from CRM. If not syncing, the set regarding action in Dynamics CRM for Outlook and in CRM should not change the Company field in Outlook. Users can control updating the Company field for Outlook contacts in Dynamics CRM for Outlook. More information: Help & Training: Set personal options that affect tracking and synchronization between CRM and Outlook or Exchange
When the Contact entity is deactivated (Status Reason: Inactive), the Outlook field in Outlook will have Category [CRM] Inactive. This is to help differentiate the inactive vs. active status from a pool of tracked Outlook contacts.
Entity: Fax
CRM for Outlook field |
Default sync |
Settable sync |
CRM field |
Notes |
|---|---|---|---|---|
Date Completed |
|
|
Actual End |
|
Due Date |
|
|
Due Date |
See Notes below. |
Importance |
|
Priority |
Outlook has High Importance, Low Importance. |
|
Notes |
|
|
Description |
Outlook and Exchange can contain things like images and links. CRM can only contain multiple lines of text. |
Regarding |
|
Regarding |
See Notes below. |
|
Start Date |
|
|
Start Date |
|
Status |
|
Status |
Computed from Activity Status and Status Reason. |
|
Subject |
|
|
Subject |
Notes
Due Date: Includes Date and Time. When a task is created in Outlook, the system assigns the task a reminder time. Reminder information is not synced from Outlook to CRM. However, when a task has Due Time set in CRM, it will be synchronized to reminder time in Outlook.
If there is a Start Date value but no Due Date value in Outlook/Exchange, Outlook/Exchange will auto fill the Due Date value with the Start Date whenever you change the Start Date directly in Outlook; If there is Start Date value but no Due Date value in CRM, CRM will auto fill the Due Date value with the Start Date. These are controlled by Outlook/Exchange and CRM independently, not controlled by sync directions here.
Regarding: When you do a Set Regarding, the Regarding field in Outlook is replaced by the name of the regarding object from CRM. Until you sync, the Set Regarding action in Dynamics CRM for Outlook and in CRM should not change the Regarding field in Outlook.
Entity: Letter
CRM for Outlook field |
Default sync |
Settable sync |
CRM field |
Notes |
|---|---|---|---|---|
Date Completed |
|
|
Actual End |
|
Due Date |
|
|
Due Date |
See Notes below. |
Importance |
|
|
Priority |
Outlook has High Importance, Low Importance. |
Notes |
|
|
Description |
Outlook and Exchange can contain things like images and links. CRM can only contain multiple lines of text. |
Regarding |
|
|
Regarding |
See Notes below. |
Start Date |
|
|
Start Date |
|
Status |
|
|
Status |
Computed from Activity Status and Status Reason. |
Subject |
|
|
Subject |
Notes
Due Date: Includes Date and Time. When a task is created in Outlook, the system assigns the task a reminder time. Reminder information is not synced from Outlook to CRM. However, when a task has Due Time set in CRM, it will be synchronized to reminder time in Outlook.
If there is a Start Date value but no Due Date value in Outlook/Exchange, Outlook/Exchange will auto fill the Due Date value with the Start Date whenever you change the Start Date directly in Outlook; if there is Start Date value but no Due Date value in CRM, CRM will auto fill the Due Date value with the Start Date. These are controlled by Outlook/Exchange and CRM independently, not controlled by sync directions here.
Regarding: When you do a Set Regarding, the Regarding field in Outlook is replaced by the name of the regarding object from CRM. Until you sync, the Set Regarding action in Dynamics CRM for Outlook and in CRM should not change the Regarding field in Outlook.
Entity: Phone Call
CRM for Outlook field |
Default sync |
Settable sync |
CRM field |
Notes |
|---|---|---|---|---|
Date Completed |
|
|
Actual End |
|
Due Date |
|
|
Due Date |
See below. |
Importance |
|
|
Priority |
Outlook has High Importance, Low Importance. |
Notes |
|
|
Description |
Outlook and Exchange can contain things like images and links. CRM can only contain multiple lines of text. |
Regarding |
|
|
Regarding |
See Notes below. |
Start Date |
|
|
Start Date |
|
Status |
|
|
Status |
Computed from Activity Status and Status Reason. |
Subject |
|
|
Subject |
Notes
Due Date: Includes Date and Time. When a task is created in Outlook, the system assigns the task a reminder time. Reminder information is not synced from Outlook to CRM. However, when a task has Due Time set in CRM, it will be synchronized to reminder time in Outlook.
If there is a Start Date value but no Due Date value in Outlook/Exchange, Outlook/Exchange will auto fill the Due Date value with the Start Date whenever you change the Start Date directly in Outlook; if there is Start Date value but no Due Date value in CRM, CRM will auto fill the Due Date value with the Start Date. These are controlled by Outlook/Exchange and CRM independently, not controlled by sync directions here.
Regarding: When you do a Set Regarding, the Regarding field in Outlook is replaced by the name of the regarding object from CRM. Until you sync, the Set Regarding action in Dynamics CRM for Outlook and in CRM should not change the Regarding field in Outlook.
Entity: Recurring Appointment
CRM for Outlook field |
Default sync |
Settable sync |
CRM field |
Notes |
|---|---|---|---|---|
Body |
|
|
Description |
Outlook and Exchange can contain things like images and links. CRM can only contain multiple lines of text. |
Importance |
|
Priority |
Outlook has High Importance, Low Importance. |
|
Location |
|
|
Location |
|
Optional Attendees |
|
Optional Attendees |
||
Organizer |
|
Organizer |
See Notes below. |
|
Recurrence Pattern |
|
Recurrence Pattern |
||
Regarding |
|
Regarding |
See Notes below. |
|
Required Attendees |
|
Required Attendees |
||
Show Time As |
|
Appointment Status |
Computed by Activity Status and Status Reason. |
|
Subject |
|
|
Subject |
Notes
Organizer: In Outlook sync, an appointment created in CRM will not result in filling in the Outlook Organizer field until it is further modified in Outlook. This applies to Appointment, Recurring Appointment, and Service Activity. In server-side sync, a service activity created in CRM will result in filling in the Exchange Organizer field with the person who synchronizes this appointment.
Regarding: When you do a Set Regarding, the Regarding field in Outlook is replaced by the name of the regarding object from CRM. Until you sync, the Set Regarding action in Dynamics CRM for Outlook and in CRM should not change the Regarding field in Outlook.
Entity: Service Activity
CRM for Outlook field |
Default sync |
Settable sync |
CRM field |
Notes |
|---|---|---|---|---|
Appointment Time |
|
|
Appointment Time |
Aggregation of Start Time, End Time, Duration, All Day Event, etc. |
Importance |
|
Priority |
Outlook has High Importance, Low Importance. |
|
Location |
|
Location |
||
Notes |
|
Description |
Outlook and Exchange can contain things like images and links. CRM can only contain multiple lines of text. |
|
Optional Attendees |
|
Optional Attendees |
||
Organizer |
|
Organizer |
See Notes below. |
|
Regarding |
|
Regarding |
See Notes below. |
|
Required Attendees |
|
Required Attendees |
||
Show Time As |
|
Appointment Status |
Computed by Activity Status and Status Reason. |
|
Subject |
|
Subject |
Notes
Organizer: In Outlook sync, an appointment created in CRM will not result in filling in the Outlook Organizer field until it is further modified in Outlook. This applies to Appointment, Recurring Appointment, and Service Activity; in server-side sync, a service activity created in CRM will result in filling in the Exchange Organizer field with the person who synchronizes this appointment.
Regarding: When you do a Set Regarding, the Regarding field in Outlook is replaced by the name of the regarding object from CRM. Until you sync, the Set Regarding action in Dynamics CRM for Outlook and in CRM should not change the Regarding field in Outlook.
Entity: Task
CRM for Outlook field |
Default sync |
Settable sync |
CRM field |
Notes |
|---|---|---|---|---|
% Complete |
|
|
Percent Complete |
|
Date Completed |
|
|
Actual End |
|
Due Date |
|
|
Due Date |
See Notes below. |
Importance |
|
|
Priority |
Outlook has High Importance, Low Importance. |
Notes |
|
|
Description |
Outlook and Exchange can contain things like images and links. CRM can only contain multiple lines of text. |
Regarding |
|
|
Regarding |
See Notes below. |
Start Date |
|
|
Start Date |
See Notes below. |
Status |
|
|
Status |
Computed from Activity Status and Status Reason. |
Subject |
|
|
Subject |
Notes
Due Date: Includes Date and Time. When a task is created in Outlook, the system assigns the task a reminder time. Reminder information is not synced from Outlook to CRM. However, when a task has Due Time set in CRM, it will be synchronized to reminder time in Outlook.
If there is a Start Date value but no Due Date value in Outlook/Exchange, Outlook/Exchange will auto fill the Due Date value with the Start Date whenever you change the Start Date directly in Outlook; if there is Start Date value but no Due Date value in CRM, CRM will auto fill the Due Date value with the Start Date. These are controlled by Outlook/Exchange and CRM independently, not controlled by sync directions here.
Regarding: When you do a Set Regarding, the Regarding field in Outlook is replaced by the name of the regarding object from CRM. Until you sync, the Set Regarding action in Dynamics CRM for Outlook and in CRM should not change the Regarding field in Outlook.
Start Date: When a task is created and tracked in Outlook, the system assigns the task a reminder time. Reminder information is not synced from Outlook to CRM. However, when a task has Due Time set in CRM, it will be synchronized to Reminder Time in Outlook.
See Also
Set up CRM for Outlook
What fields can be synchronized between CRM and CRM for Outlook?
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