Advanced Configuration

With the Microsoft Dynamics CRM for Outlook client installed, some additional configuration options can be made. To find these options in Microsoft Outlook 2013, navigate to File > CRM (as shown in Figure 15.12):

Image Set Personal Options—The configuration options shown enable you to set personal and local data options.

Image Synchronize—Perform a manual synchronization (instead of waiting the default 15 minutes) for data between CRM and Outlook. In addition, it is here where you set the data filters, as shown in Figure 15.13.

FIGURE ...

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