View which fields are synchronized with Outlook and in which direction

In Microsoft Dynamics CRM 2015 for Outlook or later, you can view the appointments, contacts, and tasks fields that are synchronized between Dynamics 365 Customer Engagement (on-premises) and Outlook so you can see where the data is coming from. You can also determine whether the fields:

• Are synchronized one way (from Outlook to Customer Engagement (on-premises) or from Customer Engagement (on-premises) to Outlook)

• Are synchronized two way (from Outlook to Customer Engagement (on-premises) and from Customer Engagement (on-premises) to Outlook)

• Aren’t synchronized

  For example, if the fields are synchronized one way, from Customer Engagement (on-premises) to Outlook, you can update the field in Outlook and save the change, but your changes won’t be synced with Customer Engagement (on-premises), and will be overwritten if the same field value is changed in Customer Engagement (on-premises). So if fields are synced one way, there’s no need to change the value in the synchronized field.

View the synchronized fields

1. In the web app, in the upper-right corner of the screen, click the Settings button > Options.

2. In the Set Personal Options dialog box, choose the Synchronization tab.

3. Choose synchronized fields.

4. In the Synchronization Settings for Outlook or Exchange dialog box, click the Synchronization Fields tab.

   

5. In the Entity Type list, select the record type you want to view.

   Outlook fields are displayed on the left and the corresponding Customer Engagement (on-premises) fields are displayed on the right. The blue arrows show the sync direction:

   This indicator	Shows that the fields
   	Are synced one way from Outlook to Customer Engagement (on-premises)
   	Are synced one way from Customer Engagement (on-premises) to Outlook
   	Are synced two way
   	Aren’t synced

   Note

   Field synchronization direction can be impacted by security settings configured by your system administrator. For example, if you don’t have read privileges for a field, it won’t be synchronized in Outlook even if the field is configured for two-way synchronization. To determine whether you have read privileges for a field, click the View in Customer Engagement (on-premises) button to open the record in Customer Engagement (on-premises). If you see the Lock icon, you can’t access the field.

See also

Frequently asked questions about synchronizing records between Customer Engagement (on-premises) and Microsoft Outlook
What fields can be synchronized between Customer Engagement (on-premises) and Outlook or Exchange?
Control field synchronization between Customer Engagement (on-premises) and Outlook or Exchange (admins)
How security affects synchronization between Customer Engagement (on-premises) and Outlook or Exchange