System Settings Outlook tab
Use the settings on this page to configure how Outlook interacts with customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation).
Open the System Settings dialog box (if it’s not already open)
Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.
Check your security role
Follow the steps in View your user profile.
Don’t have the correct permissions? Contact your system administrator.
Go to Settings > Administration.
Choose System Settings > Outlook tab.
| Settings | Description |
|---|---|
| Set email promotion options for Dynamics 365 for Outlook | |
| Perform checks as new email is received | Default: Yes. If Yes, email is checked for tracking as soon as it arrives. |
| Promote incoming email every | Default: 10 minutes. Looks for and links incoming email on the specified interval. |
| Send pending email every | Default: 10 minutes. Sends pending email on the specified interval. |
| Set whether users can schedule synchronization in Dynamics 365 for Outlook | |
| Users can schedule synchronization | Default: Yes. If Yes, users can set whether or not Dynamics 365 for Outlook synchronizes with customer engagement apps. |
| Minimum Time between synchronizations | Default: 15 minutes. Synchronizes Dynamics 365 for Outlook and customer engagement apps on the specified interval. |
| Set whether users can update their local data in the background in Dynamics 365 for Outlook | |
| Users can schedule background local data synchronization | Default: Yes. If Yes, users can update the data that is stored on their computer to use offline. |
| Minimum time between background local data synchronizations | Default: 15 minutes. Local data is synchronized with customer engagement apps on the specified interval. |
| Set schedule for address book synchronization in Dynamics 365 for Outlook | |
| Users can schedule background address book synchronization | Default: Yes. If Yes, users can update the address book that is stored on their computer to use offline. |
| Minimum time between address book synchronizations | Default: 1 hour. The local address book is synchronized with customer engagement apps on the specified interval. |
| Set whether users see customer engagement apps message | |
| Users see “Get Dynamics 365 for Outlook” option displayed in the message bar | Default: Yes. If Yes, the Get Dynamics 365 for Outlook button is displayed. |