Synchronize with Microsoft Outlook [AX 2012]

You can synchronize your contacts, activities, and private and public tasks and appointments between Microsoft Dynamics AX and Microsoft Outlook.

1. Click File > Tools > Options. In the Options form, click the Microsoft Outlook link.

2. Click the icon next to the Microsoft Office Outlook user identification field to select your Microsoft Outlook identifier.

3. Select the folders in Microsoft Outlook that you want to use to synchronize your contacts, tasks, and appointments from Microsoft Dynamics AX to Microsoft Outlook.

4. If you are synchronizing your appointments or tasks, enter the number of days before and after today’s date that you want to synchronize.

5. If you want to set an activity reminder, enter the number of minutes before the start of an activity that you want the reminder to occur.

6. If you want to use a default start time and end time for all activities that you create, enter the times.

7. Select the Save copy of sent e-mails check box to save a copy of all e-mail messages that you send from Microsoft Dynamics AX.

Important

Note the following considerations about synchronization: Group activities are synchronized for Microsoft Outlook appointments, but tasks are not synchronized. Group activities are synchronized between Microsoft Dynamics AX and Microsoft Outlook only if the organizer of the activity has synchronized the activity. For group activities, the organizer must first synchronize the activity, and then either Microsoft Dynamics AX or Microsoft Outlook creates or updates the activities for the attendees. If the organizer does not first synchronize the activity, the attendee activities are not synchronized either. Recurring activities are synchronized.