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What fields can be synchronized with Outlook?

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Administrators can set whether a sync occurs and the sync direction for 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 fields.

Appointment fields for synchronization.

You can set synchronization for the entities listed in the following tables. For information on how to set field synchronization, see Control field synchronization between customer engagement apps and Outlook or Exchange

Entity: Appointment

Outlook fields Default sync Settable sync customer engagement apps field Notes
Appointment Time Two-way sync arrow. Two-way sync arrow. Appointment Time Aggregation of Start Time, End Time, Duration, All Day Event, etc.
Attachments No synchronization arrow Computed Attachments Changes to Two-way sync arrow. based on System Settings.
Body Two-way sync arrow. Two-way sync arrow., One-way sync arrow (right), One-way sync arrow (left)., No synchronization arrow Description Outlook and Exchange can contain things like images and links. Customer engagement apps can only contain multiple lines of text.
Importance Two-way sync arrow. Two-way sync arrow. Priority Outlook has High Importance, Low Importance.
Location Two-way sync arrow. Two-way sync arrow., One-way sync arrow (right), One-way sync arrow (left)., No synchronization arrow Location
Optional Attendees Two-way sync arrow. Two-way sync arrow. Optional Attendees
Organizer Two-way sync arrow. Two-way sync arrow. Organizer See below.
Regarding Two-way sync arrow. Two-way sync arrow. Regarding See below.
Required Attendees Two-way sync arrow Two-way sync arrow Required Attendees
Show Time As Two-way sync arrow Two-way sync arrow Appointment Status
Subject Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left)., No synchronization arrow Subject

Notes

  1. Organizer: In Outlook sync, an appointment created in customer engagement apps will not result in filling in the Outlook Organizer field until it is further modified in Outlook. This applies to Appointment, Recurring Appointment, and Service Activity. In server-side sync, a service activity created in Dynamics 365 apps will result in filling in the Exchange Organizer field with the person who synchronizes this appointment.

  2. Regarding: When you do a Set Regarding, the Regarding field in Outlook is replaced by the name of the regarding object from customer engagement apps. Until you sync, the Set Regarding action in Dynamics 365 for Outlook and in customer engagement apps apps should not change the Regarding field in Outlook.

Entity: Contact

Outlook fields Default sync Settable sync Customer engagement apps field Notes
Anniversary Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left)., No synchronization arrow Anniversary
Assistant’s Name Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left)., No synchronization arrow Assistant
Assistant’s Phone Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left)., No synchronization arrow Assistant Phone
Birthday Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left)., No synchronization arrow Birthday
Business Fax Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left)., No synchronization arrow Fax
Business Phone Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Business Phone
Business Phone 2 Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Business Phone 2
Callback Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Callback Number
Children Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Children’s Names
Company Main Phone Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Company Phone
Department Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Department
E-mail Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Email
E-mail 2 Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Email Address 2
E-mail 3 Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Email Address 3
FTP Site Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow FTP Site
Full Name Two-way sync arrow Full Name
Government ID Number Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Government
Home Address Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Address 2 Changes to Two-way sync arrow based on System Settings.
Home Phone Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Home Phone
Home Phone 2 Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Home Phone 2
Job Title Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Job Title
Mailing Address/Business Address Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Address 1 Mailing Address changes to Business Address based on System Settings.
Manager’s Name Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Manager
Mobile Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Mobile Phone
Nickname Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Nickname
Notes Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Description Outlook and Exchange can contain things like images and links. Customer engagement apps can only contain multiple lines of text.
Other Address Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Address 3 Changes to Two-way sync arrow based on System Settings.
Other Phone Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Telephone 3
Pager Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Pager
Parent (Regarding) Two-way sync arrow. Company Name (Regarding) See Notes below.
Spouse/Partner Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Spouse/Partner Name
Web Page Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Website
Yomi First Name Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Yomi First Name
Yomi Last Name Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Yomi Last Name

Notes

  1. Parent (Regarding): When you do a Set Regarding, the Company field in Outlook is replaced by the name of the regarding object from customer engagement apps. If not syncing, the set regarding action in Dynamics 365 for Outlook and in customer engagement apps should not change the Company field in Outlook. Users can control updating the Company field for Outlook contacts in Dynamics 365 for Outlook. More information: Set personal options that affect tracking and synchronization between customer engagement apps and Outlook or Exchange

  2. When the Contact entity is deactivated (Status Reason: Inactive), the Outlook field in Outlook will have Category [Dynamics 365] Inactive. This is to help differentiate the inactive vs. active status from a pool of tracked Outlook contacts.

Entity: Fax

Outlook fields Default sync Settable sync Customer engagement apps field Notes
Date Completed Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Actual End
Due Date Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Due Date See Notes below.
Importance Two-way sync arrow Priority Outlook has High Importance, Low Importance.
Notes Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Description Outlook and Exchange can contain things like images and links. Customer engagement apps can only contain multiple lines of text.
Regarding Two-way sync arrow Regarding See Notes below.
Start Date Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Start Date
Status Two-way sync arrow Status Computed from Activity Status and Status Reason.
Subject Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Subject

Notes

  1. Due Date: Includes Date and Time. When a task is created in Outlook, the system assigns the task a reminder time. Reminder information is not synced from Outlook to customer engagement apps. However, when a task has Due Time set, it will be synchronized to reminder time in Outlook.

    If there is a Start Date value but no Due Date value in Outlook/Exchange, Outlook/Exchange will auto fill the Due Date value with the Start Date whenever you change the Start Date directly in Outlook; If there is Start Date value but no Due Date value in customer engagement apps, customer engagement apps will auto fill the Due Date value with the Start Date. These are controlled by Outlook/Exchange and customer engagement apps independently, not controlled by sync directions here.

  2. Regarding: When you do a Set Regarding, the Regarding field in Outlook is replaced by the name of the regarding object from customer engagement apps. Until you sync, the Set Regarding action in Dynamics 365 for Outlook and in customer engagement apps should not change the Regarding field in Outlook.

Entity: Letter

Outlook fields Default sync Settable sync Customer engagement apps field Notes
Date Completed Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Actual End
Due Date Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Due Date See Notes below.
Importance Two-way sync arrow Priority Outlook has High Importance, Low Importance.
Notes Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Description Outlook and Exchange can contain things like images and links. Customer engagement apps can only contain multiple lines of text.
Regarding Two-way sync arrow Regarding See Notes below.
Start Date Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Start Date
Status Two-way sync arrow Status Computed from Activity Status and Status Reason.
Subject Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Subject

Notes

  1. Due Date: Includes Date and Time. When a task is created in Outlook, the system assigns the task a reminder time. Reminder information is not synced from Outlook to customer engagement apps. However, when a task has Due Time set, it will be synchronized to reminder time in Outlook.

    If there is a Start Date value but no Due Date value in Outlook/Exchange, Outlook/Exchange will auto fill the Due Date value with the Start Date whenever you change the Start Date directly in Outlook; if there is Start Date value but no Due Date value in customer engagement apps, customer engagement apps will auto fill the Due Date value with the Start Date. These are controlled by Outlook/Exchange and Dynamics 365 apps independently, not controlled by sync directions here.

  2. Regarding: When you do a Set Regarding, the Regarding field in Outlook is replaced by the name of the regarding object from customer engagement apps. Until you sync, the Set Regarding action in Dynamics 365 for Outlook and in customer engagement apps should not change the Regarding field in Outlook.

Entity: Phone Call

Outlook fields Default sync Settable sync Customer engagement apps field Notes
Date Completed Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Actual End
Due Date Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Due Date See below.
Importance Two-way sync arrow Priority Outlook has High Importance, Low Importance.
Notes Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Description Outlook and Exchange can contain things like images and links. Customer engagement apps can only contain multiple lines of text.
Regarding Two-way sync arrow Regarding See Notes below.
Start Date Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Start Date
Status Two-way sync arrow Status Computed from Activity Status and Status Reason.
Subject Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Subject

Notes

  1. Due Date: Includes Date and Time. When a task is created in Outlook, the system assigns the task a reminder time. Reminder information is not synced from Outlook to customer engagement apps. However, when a task has Due Time set in customer engagement apps, it will be synchronized to reminder time in Outlook.

    If there is a Start Date value but no Due Date value in Outlook/Exchange, Outlook/Exchange will auto fill the Due Date value with the Start Date whenever you change the Start Date directly in Outlook; if there is Start Date value but no Due Date value in customer engagement apps, customer engagement apps will auto fill the Due Date value with the Start Date. These are controlled by Outlook/Exchange and customer engagement apps independently, not controlled by sync directions here.

  2. Regarding: When you do a Set Regarding, the Regarding field in Outlook is replaced by the name of the regarding object from customer engagement apps. Until you sync, the Set Regarding action in Dynamics 365 for Outlook and in customer engagement apps should not change the Regarding field in Outlook.

Entity: Recurring Appointment

Outlook fields Default sync Settable sync Customer engagement apps field Notes
Body Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Description Outlook and Exchange can contain things like images and links. Customer engagement apps can only contain multiple lines of text.
Importance Two-way sync arrow Priority Outlook has High Importance, Low Importance.
Location Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Location
Optional Attendees Two-way sync arrow Optional Attendees
Organizer Two-way sync arrow Organizer See Notes below.
Recurrence Pattern Two-way sync arrow Recurrence Pattern
Regarding Two-way sync arrow Regarding See Notes below.
Required Attendees Two-way sync arrow Required Attendees
Show Time As Two-way sync arrow Appointment Status Computed by Activity Status and Status Reason.
Subject Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Subject

Notes

  1. Organizer: In Outlook sync, an appointment created in customer engagement apps will not result in filling in the Outlook Organizer field until it is further modified in Outlook. This applies to Appointment, Recurring Appointment, and Service Activity. In server-side sync, a service activity created in customer engagement apps will result in filling in the Exchange Organizer field with the person who synchronizes this appointment.

  2. Regarding: When you do a Set Regarding, the Regarding field in Outlook is replaced by the name of the regarding object from customer engagement apps. Until you sync, the Set Regarding action in Dynamics 365 for Outlook and in customer engagement apps should not change the Regarding field in Outlook.

Entity: Service Activity

Outlook fields Default sync Settable sync Customer engagement apps field Notes
Appointment Time One-way sync arrow (left) Appointment Time Aggregation of Start Time, End Time, Duration, All Day Event, etc.
Importance One-way sync arrow (left). Priority Outlook has High Importance, Low Importance.
Location One-way sync arrow (left) Location
Notes One-way sync arrow (left). Description Outlook and Exchange can contain things like images and links. Customer engagement apps can only contain multiple lines of text.
Optional Attendees One-way sync arrow (left) Optional Attendees
Organizer One-way sync arrow (left) Organizer See Notes below.
Regarding One-way sync arrow (left) Regarding See Notes below.
Required Attendees One-way sync arrow (left) Required Attendees
Show Time As One-way sync arrow (left) Appointment Status Computed by Activity Status and Status Reason.
Subject One-way sync arrow (left) Subject

Notes

  1. Organizer: In Outlook sync, an appointment created in customer engagement apps will not result in filling in the Outlook Organizer field until it is further modified in Outlook. This applies to Appointment, Recurring Appointment, and Service Activity; in server-side sync, a service activity created in customer engagement apps will result in filling in the Exchange Organizer field with the person who synchronizes this appointment.

  2. Regarding: When you do a Set Regarding, the Regarding field in Outlook is replaced by the name of the regarding object from customer engagement apps. Until you sync, the Set Regarding action in Dynamics 365 for Outlook and in customer engagement apps should not change the Regarding field in Outlook.

Entity: Task

Outlook fields Default sync Settable sync Customer engagement apps field Notes
% Complete Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Percent Complete
Date Completed Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Actual End
Due Date Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Due Date See Notes below.
Importance Two-way sync arrow Priority Outlook has High Importance, Low Importance.
Notes Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Description Outlook and Exchange can contain things like images and links. Customer engagement apps can only contain multiple lines of text.
Regarding Two-way sync arrow Regarding See Notes below.
Start Date Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Start Date See Notes below.
Status Two-way sync arrow Status Computed from Activity Status and Status Reason.
Subject Two-way sync arrow Two-way sync arrow, One-way sync arrow (right), One-way sync arrow (left), No synchronization arrow Subject

Notes

  1. Due Date: Includes Date and Time. When a task is created in Outlook, the system assigns the task a reminder time. Reminder information is not synced from Outlook to customer engagement apps. However, when a task has Due Time set, it will be synchronized to reminder time in Outlook.

    If there is a Start Date value but no Due Date value in Outlook/Exchange, Outlook/Exchange will auto fill the Due Date value with the Start Date whenever you change the Start Date directly in Outlook; if there is Start Date value but no Due Date value in customer engagement apps, customer engagement apps will auto fill the Due Date value with the Start Date. These are controlled by Outlook/Exchange and customer engagement apps independently, not controlled by sync directions here.

  2. Regarding: When you do a Set Regarding, the Regarding field in Outlook is replaced by the name of the regarding object from customer engagement apps. Until you sync, the Set Regarding action in Dynamics 365 for Outlook and in customer engagement apps should not change the Regarding field in Outlook.

  3. Start Date: When a task is created and tracked in Outlook, the system assigns the task a reminder time. Reminder information is not synced from Outlook to customer engagement apps. However, when a task has Due Time set, it will be synchronized to Reminder Time in Outlook.

See also