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Microsoft Dynamics CRM 2013 Unleashed
book

Microsoft Dynamics CRM 2013 Unleashed

by Marc Wolenik
April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Sams
Content preview from Microsoft Dynamics CRM 2013 Unleashed

Synchronization

To modify how Outlook synchronizes with Microsoft Dynamics CRM, you make changes as shown in Figure 7.4.

Image

FIGURE 7.4 Personal options, Synchronization (Outlook client).

Outlook can synchronize any Task, Phone Call, Letter, or Fax that you are the owner of, as well as appointments for which you’re listed as an attendee. Contacts are a little trickier. Only the Contacts that you’ve specified in the Local Data settings are synchronized. You can navigate to the Local Data settings by clicking Local Data or by navigating to CRM > Modify Local Data Groups from the Outlook client.

By default, Local Data synchronizes only Contacts for ...

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Publisher Resources

ISBN: 9780133518368Purchase book