Manage system offline filters for your entire organization to determine what Customer Engagement data users can take with them when they go offline in Dynamics 365 for Outlook. Manage your offline filters and take your information offline in Dynamics 365 for Outlook More information: Control field synchronization with Outlook For example, if you want the contents of the contacts Notes field to be private, you can keep that field from synchronizing. Use this tab to view how appointments, contacts, and tasks fields are mapped between Customer Engagement and Outlook, and to change the synchronization direction or restrict synchronization for contacts and tasks fields. This setting provides access to the Synchronization Fields tab in the Synchronization Settings for Outlook or Exchange dialog box. Manage the synchronized fields of Outlook or Exchange items including appointments, contacts, and tasks for your entire organization. More information: Choose the records to synchronize between Dynamics 365 apps and Outlook or Exchange You may want to view this tab to see the default online synchronization filter settings for users in your organization. This setting provides access to the User Filters tab in the Synchronization Settings for Outlook or Exchange dialog box. Manage system filters for your entire organization to determine the Customer Engagement records that are synchronized to Outlook or Exchange folders. Synchronize Dynamics 365 for Customer Engagement items with Outlook or Exchange Check your security roleįollow the steps in View your user profile.ĭon’t have the correct permissions? Contact your system administrator.Ĭhoose the System Settings > Synchronization tab. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions. Open the System Settings dialog box (if it’s not already open) The Synchronization tab was introduced in Microsoft Dynamics CRM Online 2015 Update and Microsoft Dynamics 365 (on-premises).
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