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The new and improved Power Platform admin center is now generally available. We're currently updating the documentation to reflect these changes, so check back to ensure that you're getting the latest updates.
Use the settings on this page to determine how data is synchronized between customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation), and Microsoft Dynamics 365 for Outlook. For example, you can control synchronization between pairs of fields or enable or disable synchronization of additional mailing addresses, assigned tasks, or appointment attachments.
Open the System Settings dialog box
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.
In the Power Platform admin center, select an environment.
Select Settings > Integration > Synchronization.
Tip
In addition to the settings mentioned below, there are more settings available to control synchronization behavior. For more information, see OrgDBOrgSettings for server-side synchronization.
| Settings | Description |
|---|---|
| Synchronize items with Outlook or Exchange | |
| Manage system filters for your entire organization to determine the records that are synchronized to Outlook or Exchange folders. | This setting provides access to the User Filters tab in the Synchronization Settings for Outlook or Exchange dialog box. You may want to view this tab to see the default online synchronization filter settings for users in your organization. More information: Choose the records to synchronize between customer engagement apps and Outlook or Exchange |
| Manage the synchronized fields of Outlook or Exchange items including appointments, contacts, and tasks for your entire organization. | This setting provides access to the Synchronization Fields tab in the Synchronization Settings for Outlook or Exchange dialog box. Use this tab to view how appointments, contacts, and tasks fields are mapped between customer engagement apps and Outlook, and to change the synchronization direction or restrict synchronization for contacts and tasks fields. For example, if you want the contents of the contacts Notes field to be private, you can keep that field from synchronizing. More information: Control field synchronization between customer engagement apps and Outlook or Exchange |
| Manage your offline filters and take your information offline in Dynamics 365 for Outlook | |
| Manage system offline filters for your entire organization to determine what data users can take with them when they go offline in Dynamics 365 for Outlook. | This setting provides access to the User Filters tab in the Go Offline Settings dialog box. You may want to view this tab to see the default offline synchronization filter settings for users in your organization. |
| Configure general synchronization rules for your entire organization for appointments, contacts, and tasks | |
| Appointments | |
| Synchronize appointment attachments with Outlook or Exchange | Attachments take up database space, so synchronization of appointment attachments is turned off by default. Choose the check box to turn on synchronization of attachments. Important: Synchronization of appointment attachments is not supported for recurring appointments or service activities. Additionally, synchronization of inline images is not supported and may not render correctly. |
| Contacts | |
| Synchronize mailing address only in Outlook contact Synchronize all three addresses (Business, Home, Other) in Outlook contact |
By default, just one Outlook mailing address field is synchronized between customer engagement apps and Outlook. This is sufficient for most organizations. If you want to synchronize all three Outlook mailing address fields (Business, Home, and Other fields) choose the Synchronize all three addresses in Outlook contact option. Warning: Be cautious when enabling this option as it can cause data loss in some situations if you have existing data. This is due to the remapping of the attributes for existing tracked contacts. The best practice is to do in-house testing to understand how the re-mapping affects your environment and data. In most cases, you should have the full data in one side (normally in customer engagement apps) and sync to the other side (normally Outlook or Exchange). |
| Tasks | |
| Synchronize tasks that are assigned in Outlook | Outlook tasks are synchronized by default, but synchronization of assigned tasks is turned off by default. Most companies don't require this feature because tasks would usually be assigned directly in customer engagement apps by changing ownership. You may want to enable this feature, however, if your company's business processes involve creating and sending tasks in Outlook instead of customer engagement apps. |
See also
Choose the records to synchronize between customer engagement apps and Outlook or Exchange
Control field synchronization between customer engagement apps and Outlook or Exchange