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SET PERSONAL OPTIONS THAT AFFECT TRACKING AND SYNCHRONIZATION BETWEEN DYNAMICS
365 APPS AND OUTLOOK OR EXCHANGE

 * Article
 * 08/02/2022
 * 5 minutes to read
 * 5 contributors




IN THIS ARTICLE

You can use the Set Personal Options dialog box in Microsoft Dynamics 365 for
Outlook or in Dynamics 365 for Customer Engagement to set many options that
affect tracking and synchronization.

To open the Set Personal Options dialog box:

 * In Dynamics 365 for Outlook, on the File menu, click Dynamics 365 apps, and
   then click Options.
   
   -Or-

 * In Customer Engagement, click the Settings button in the upper-right corner
   of the screen, and then click Options.
   
   The following table summarizes the tracking and synchronization options
   available in the Set Personal Options dialog box. The Available column
   indicates whether the option is available in Dynamics 365 for Outlook,
   Customer Engagement, or both. This column also indicates if the option is
   available for Outlook synchronization, server-side synchronization (also
   known as “Exchange synchronization”), or both. More information: Frequently
   asked questions about synchronizing records between Microsoft Dynamics 365
   apps and Microsoft Outlook

Note

Some of the options on the Synchronization tab are available only if you’re
using CRM 2015 or later or if you’re using Customer Engagement.

To On this tab In this section See this option Available View or modify the
online synchronization filters used to determine the Customer Engagement records
copied to your local hard drive Synchronization Synchronize Dynamics 365 for
Customer Engagement items with Outlook or Exchange View or manage the filters
that determine the Customer Engagement records that are synchronized to your
Outlook or Exchange folders.

More information: Choose the records to synchronize between Dynamics 365 apps
and Outlook or Exchange - From Dynamics 365 for Outlook or from Customer
Engagement
- For Outlook sync or server-side sync View or modify the offline
synchronization filters used to determine the Customer Engagement records copied
to your local hard drive when you go offline Synchronization Manage your offline
filters and take your information offline in Dynamics 365 for Outlook Manage
your offline filters to determine what Customer Engagement data you need with
you when you go offline.

More information: Choose records to work with offline in Dynamics 365 for
Outlook - From Dynamics 365 for Outlook or from Customer Engagement
- For Outlook sync or server-side sync View the fields that are synchronized
between Outlook and Customer Engagement Synchronization View or manage the
synchronized fields of Outlook or Exchange items, including appointments,
contacts, and tasks.

More information: View the fields that are synchronized between Dynamics 365
apps and Dynamics 365 for Outlook - From Dynamics 365 for Outlook or from
Customer Engagement
- For Outlook sync or server-side sync Overwrite the names in the Outlook
contacts Company field with the parent account from Customer Engagement contacts
Synchronization Update the company field for Outlook contacts Update Company
fields with parent account names - From Dynamics 365 for Outlook only
- For Outlook sync or server-side sync Set the synchronization client that
synchronizes records between Outlook and Dynamics 365 apps Synchronization Set
synchronization client Set this computer to be the client to perform
synchronization between Outlook and your primary Dynamics 365 for Customer
Engagement organization - From Dynamics 365 for Outlook only
- For Outlook sync only. Note: This option only appears when you have multiple
Outlook clients that are connected to the same organization. Set the
synchronization interval for synchronizing Customer Engagement items
Synchronization Schedule automatic synchronization with Outlook Synchronize the
Customer Engagement items in my Outlook folders every - From Dynamics 365 for
Outlook only
- For Outlook sync only Enable Customer Engagement to send email using Dynamics
365 for Outlook Email Select how Microsoft Dynamics 365 for Outlook should
integrate email with Dynamics 365 for Customer Engagement Allow Dynamics 365 for
Customer Engagement to send email using Microsoft Dynamics 365 for Outlook From
Dynamics 365 for Outlook only Track incoming email automatically Email Select
how Microsoft Dynamics 365 for Outlook should integrate email with Microsoft
Dynamics 365 apps Check incoming email in Outlook and determine whether an email
should be linked and saved as a Dynamics 365 for Customer Engagement record.

More information: Set an option to automatically track incoming Outlook email in
Dynamics 365 for Outlook From Dynamics 365 for Outlook only Track incoming email
automatically Email Select the email messages to track in Dynamics 365 for
Customer Engagement Track

More information: Set an option to automatically track incoming Outlook email in
Dynamics 365 for Outlook From Dynamics 365 for Outlook or from Customer
Engagement Track incoming email automatically Email Select the email messages to
track in Dynamics 365 for Customer Engagement Configure Folder Tracking Rules

More information: Track Outlook email by moving it to a tracked Exchange folder
- From Dynamics 365 for Outlook or from Customer Engagement
- For server-side sync only Automatically create contact or lead records if the
sender of the email message or meeting invitation doesn’t already have a record
in Customer Engagement Email Automatically create records in Dynamics 365 for
Customer Engagement Create

More information: Set an option to automatically track incoming Outlook email in
Dynamics 365 for Outlook From Dynamics 365 for Outlook or from Customer
Engagement Select how email recipients are matched to Dynamics 365 apps records
Address Book Select how email recipients are reconciled with Dynamics 365 for
Customer Engagement records All options

More information: Set address book options in Dynamics 365 for Outlook From
Dynamics 365 for Outlook only Set the synchronization interval for updating your
local data when you go offline Local Data Set how often to update local data
Update local data every

Note: You may not be able to change the interval if your administrator has
restricted changes. From Dynamics 365 for Outlook only Select how duplicate
records should be handled when going from offline to online Local Data Select
how duplicate records should be handled during synchronization Enable duplicate
detection during offline to online synchronization From Dynamics 365 for Outlook
only


SEE ALSO

Track Outlook email by moving it to a tracked Exchange folder
Track Outlook email by choosing a button in Dynamics 365 for Outlook
Frequently asked questions about synchronizing records between Microsoft
Dynamics 365 apps and Microsoft Outlook
Set up email processing through server-side synchronization









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IN THIS ARTICLE




Theme
 * Light
 * Dark
 * High contrast

 * 
 * Previous versions
 * Blog
 * Contribute
 * Privacy & cookies
 * Terms of Use
 * Trademarks
 * © Microsoft 2022