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Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

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Synchronizing Data

When there is data in Outlook (such as Outlook tasks, Outlook appointments, and Outlook contacts) that is also in Microsoft Dynamics CRM, you may want to have this data related from one application to another, but you might not want to synchronize all the different pieces of data. To make the synchronization choices, you open Outlook and select File, Options, CRM (see Figure 15.3). Then, on the Organization Information screen, you click Synchronize. The Synchronization tab appears, as shown in Figure 15.4.

Figure 15.3. Selecting File, Options, CRM in Outlook.

Image

Figure 15.4. The Synchronization tab.

Tasks

You can map and synchronize ...

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