Select the Microsoft Outlook or Exchange Server items to synchronize (form) [AX 2012]

Updated: September 11, 2014

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

Click Home > Periodic > Microsoft Outlook synchronization > Synchronize.

Use this form to manage the synchronization of your contacts, tasks, or appointments between Microsoft Dynamics AX and Microsoft Outlook.

When an activity from Microsoft Dynamics AX is synchronized with Microsoft Outlook or Microsoft Exchange Server, information that is related to the activity, such as prospects, contact persons, campaigns, and call lists, is added to the appointment or task body text in Outlook or Exchange Server.

NoteNote

In Microsoft Dynamics AX 2012 R3 Cumulative Update 8 and later, your organization can let you synchronize your data for contacts, tasks, and appointments by using Exchange Server instead of Outlook. The controls in this form are the same for both versions.

The following table provides descriptions for the controls in this form.

Field

Description

Contacts

Include your contacts in the synchronization with Outlook or Exchange Server.

Tasks

Include your tasks in the synchronization with Outlook or Exchange Server.

Appointments

Include your appointments in the synchronization with Outlook or Exchange Server.

From date

Select the starting date for the synchronization with Outlook or Exchange Server.

To date

Select the ending date for the synchronization with Outlook or Exchange Server.

Force synchronization

Force the synchronization process to synchronize all tasks, appointments, and contacts between Microsoft Dynamics AX and Outlook or Exchange Server.


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

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