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Synchronize with Microsoft Outlook [AX 2012]

Updated: July 8, 2013

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics 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 Outlook identifier.

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

  4. If you are synchronizing your appointments or tasks, enter the number of days before and after the current date to synchronize.

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

  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 email messages that you send from Microsoft Dynamics AX.

ImportantImportant

Note the following considerations about synchronization:

  • Group activities are synchronized for Outlook appointments, but tasks are not synchronized.

  • Group activities are synchronized between Microsoft Dynamics AX and Outlook only if the organizer of the activity has synchronized the activity. For group activities, the organizer must first synchronize the activity. Then either Microsoft Dynamics AX or Outlook creates or updates the activities for the attendees. If the organizer does not first synchronize the activity, the attendee activities are not synchronized.

  • Recurring activities are synchronized.

  • The Outlook synchronization features in the Sales and marketing module are not supported when the Microsoft Dynamics AX client is deployed by using Remote Desktop Services.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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