To use Microsoft Dynamics 365 for Outlook, you are required to sign in by using your credentials (an email address and password).
#MICROSOFT OUTLOOK TRACKING OPTIONS OFFLINE#
Select how duplicate records should be handled during synchronizationĮnable duplicate detection during offline to online synchronization Select how duplicate records should be handled when going from offline to online
#MICROSOFT OUTLOOK TRACKING OPTIONS UPDATE#
Update local data every Note: You may not be able to change the interval if your administrator has restricted changes. Set the synchronization interval for updating your local data when you go offline Select how email recipients are reconciled with records Select how email recipients are matched to records From customer engagement apps - For server-side sync onlyĪutomatically create contact or lead records if the sender of the email message or meeting invitation doesn't already have a record in customer engagement appsĪutomatically create records in Dynamics 365 apps Select how Microsoft Dynamics 365 for Outlook should integrate email with customer engagement appsĪllow customer engagement apps to send email using Microsoft Dynamics 365 for OutlookĬheck incoming email in Outlook and determine whether an email should be linked and saved as a record.Ĭonfigure Folder Tracking Rules More information: Track Outlook email by moving it to a tracked Exchange folder Synchronize the items in my Outlook folders everyĮnable customer engagement apps to send email using Dynamics 365 for Outlook Schedule automatic synchronization with Outlook Set the synchronization interval for synchronizing items Note: This option only appears when you have multiple Outlook clients that are connected to the same organization. Set this computer to be the client to perform synchronization between Outlook and your primary organization Set the synchronization client that synchronizes records between Outlook and customer engagement apps Update Company fields with parent account names Update the company field for Outlook contacts Overwrite the names in the Outlook contacts Company field with the parent account from contacts View or manage the synchronized fields of Outlook or Exchange items, including appointments, contacts, and tasks. View the fields that are synchronized between Outlook and customer engagement apps Manage your offline filters to determine what data you need with you when you go offline.
Manage your offline filters and take your information offline in Dynamics 365 for Outlook View or modify the offline synchronization filters used to determine the records copied to your local hard drive when you go offline From customer engagement apps - For Outlook sync or server-side sync More information: Choose the records to synchronize between customer engagement apps and Outlook or Exchange View or manage the filters that determine the records that are synchronized to your Outlook or Exchange folders. Synchronize items with Outlook or Exchange View or modify the online synchronization filters used to determine the records copied to your local hard drive More information: Frequently asked questions about synchronizing records between customer engagement apps and Microsoft Outlook This column also indicates if the option is available for Outlook synchronization, server-side synchronization (also known as "Exchange synchronization"), or both.
The Available column indicates whether the option is available in customer engagement apps. The following table summarizes the tracking and synchronization options available in the Set Personal Options dialog box.
Select the Settings button in the upper-right corner of the screen, and then select Options. To open the Set Personal Options dialog box: You can use the Set Personal Options dialog box in customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation), to set many options that affect tracking and synchronization.
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