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Microsoft Dynamics CRM
Customer Center
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Microsoft Dynamics CRM
Customer Center
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There are several ways to synchronize data in Microsoft Dynamics CRM for Microsoft Office Outlook:
Synchronization between Outlook appointments, contacts, tasks, and emails, and Microsoft Dynamics CRM.
Synchronization of local data between Outlook and CRM so that you can go offline.
When you choose to go offline, Microsoft Dynamics CRM copies data to your computer. The amount of data copied locally to your computer is defined by a filter and by the synchronization options set in your personal options.
After you return online, changes you made to local data are updated on the CRM server. If you encounter problems during synchronization, you are given choices about how to continue. CRM notifies you of any duplicate records.
Note
In Microsoft Dynamics CRM 2011, you can only use Microsoft Dynamics CRM for Microsoft Office Outlook to perform the Outlook synchronization. In Microsoft Dynamics CRM 2013, you can synchronize using CRM for Outlook or server-side synchronization. If server-side synchronization is selected, the synchronization does not require running CRM for Outlook. For more information, see Introducing server-side synchronization.
Any users who log on locally to a computer that has Microsoft Dynamics CRM for Outlook installed can potentially access Microsoft Dynamics CRM data that is stored in the offline database. Shared use of a computer running CRM for Outlook is not supported.
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