What fields can be synchronized between CRM and CRM for Outlook?

Dynamics CRM 2015
 

Applies To: Dynamics CRM 2015

CRM administrators can set whether a sync occurs and the sync direction for Microsoft Dynamics CRM and Microsoft Dynamics CRM 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 CRM and Outlook or Exchange

CRM for Outlook field

Default sync

Settable sync

CRM field

Notes

Appointment Time

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM

Appointment Time

Aggregation of Start Time, End Time, Duration, All Day Event, etc.

Attachments

No synchronization arrow for Dynamics CRM

Computed

Attachments

Changes to Two-way sync arrow in Dynamics CRM based on System Settings.

Body

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Description

Outlook and Exchange can contain things like images and links. CRM can only contain multiple lines of text.

Importance

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM

Priority

Outlook has High Importance, Low Importance.

Location

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Location

Optional Attendees

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM

Optional Attendees

Organizer

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM

Organizer

See below.

Regarding

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM

Regarding

See below.

Required Attendees

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM

Required Attendees

Show Time As

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM

Appointment Status

Subject

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Subject

Notes

  1. Organizer: In Outlook sync, an appointment created in CRM 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 CRM 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 CRM. Until you sync, the Set Regarding action in Dynamics CRM for Outlook and in CRM should not change the Regarding field in Outlook.

CRM for Outlook field

Default sync

Settable sync

CRM field

Notes

Anniversary

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Anniversary

Assistant’s Name

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Assistant

Assistant’s Phone

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Assistant Phone

Birthday

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Birthday

Business Fax

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Fax

Business Phone

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Business Phone

Business Phone 2

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Business Phone 2

Callback

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Callback Number

Children

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Children’s Names

Company Main Phone

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Company Phone

Department

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Department

E-mail

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Email

E-mail 2

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Email Address 2

E-mail 3

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Email Address 3

FTP Site

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

FTP Site

Full Name

Two-way sync arrow in Dynamics CRM

 

Full Name

Government ID Number

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Government

Home Address

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Address 2

Changes to Two-way sync arrow in Dynamics CRM based on System Settings.

Home Phone

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Home Phone

Home Phone 2

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Home Phone 2

Job Title

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Job Title

Mailing Address/Business Address

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Address 1

Mailing Address changes to Business Address based on System Settings.

Manager’s Name

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Manager

Mobile

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Mobile Phone

Nickname

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Nickname

Notes

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Description

Outlook and Exchange can contain things like images and links. CRM can only contain multiple lines of text.

Other Address

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Address 3

Changes to Two-way sync arrow in Dynamics CRM based on System Settings.

Other Phone

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Telephone 3

Pager

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Pager

Parent (Regarding)

Two-way sync arrow in Dynamics CRM

 

Company Name (Regarding)

See Notes below.

Spouse/Partner

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Spouse/Partner Name

Web Page

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Website

Yomi First Name

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Yomi First Name

Yomi Last Name

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

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 CRM. If not syncing, the set regarding action in Dynamics CRM for Outlook and in CRM should not change the Company field in Outlook. Users can control updating the Company field for Outlook contacts in Dynamics CRM for Outlook. More information: Help & Training: Set personal options that affect tracking and synchronization between CRM and Outlook or Exchange

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

CRM for Outlook field

Default sync

Settable sync

CRM field

Notes

Date Completed

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Actual End

Due Date

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Due Date

See Notes below.

Importance

Two-way sync arrow in Dynamics CRM

Priority

Outlook has High Importance, Low Importance.

Notes

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Description

Outlook and Exchange can contain things like images and links. CRM can only contain multiple lines of text.

Regarding

Two-way sync arrow in Dynamics CRM

Regarding

See Notes below.

Start Date

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Start Date

Status

Two-way sync arrow in Dynamics CRM

Status

Computed from Activity Status and Status Reason.

Subject

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

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 CRM. However, when a task has Due Time set in CRM, 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 CRM, CRM will auto fill the Due Date value with the Start Date. These are controlled by Outlook/Exchange and CRM 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 CRM. Until you sync, the Set Regarding action in Dynamics CRM for Outlook and in CRM should not change the Regarding field in Outlook.

CRM for Outlook field

Default sync

Settable sync

CRM field

Notes

Date Completed

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Actual End

Due Date

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Due Date

See Notes below.

Importance

Two-way sync arrow in Dynamics CRM

 

Priority

Outlook has High Importance, Low Importance.

Notes

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Description

Outlook and Exchange can contain things like images and links. CRM can only contain multiple lines of text.

Regarding

Two-way sync arrow in Dynamics CRM

 

Regarding

See Notes below.

Start Date

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Start Date

Status

Two-way sync arrow in Dynamics CRM

 

Status

Computed from Activity Status and Status Reason.

Subject

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

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 CRM. However, when a task has Due Time set in CRM, 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 CRM, CRM will auto fill the Due Date value with the Start Date. These are controlled by Outlook/Exchange and CRM 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 CRM. Until you sync, the Set Regarding action in Dynamics CRM for Outlook and in CRM should not change the Regarding field in Outlook.

CRM for Outlook field

Default sync

Settable sync

CRM field

Notes

Date Completed

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Actual End

Due Date

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Due Date

See below.

Importance

Two-way sync arrow in Dynamics CRM

 

Priority

Outlook has High Importance, Low Importance.

Notes

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Description

Outlook and Exchange can contain things like images and links. CRM can only contain multiple lines of text.

Regarding

Two-way sync arrow in Dynamics CRM

 

Regarding

See Notes below.

Start Date

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Start Date

Status

Two-way sync arrow in Dynamics CRM

 

Status

Computed from Activity Status and Status Reason.

Subject

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

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 CRM. However, when a task has Due Time set in CRM, 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 CRM, CRM will auto fill the Due Date value with the Start Date. These are controlled by Outlook/Exchange and CRM 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 CRM. Until you sync, the Set Regarding action in Dynamics CRM for Outlook and in CRM should not change the Regarding field in Outlook.

CRM for Outlook field

Default sync

Settable sync

CRM field

Notes

Body

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Description

Outlook and Exchange can contain things like images and links. CRM can only contain multiple lines of text.

Importance

Two-way sync arrow in Dynamics CRM

Priority

Outlook has High Importance, Low Importance.

Location

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Location

Optional Attendees

Two-way sync arrow in Dynamics CRM

Optional Attendees

Organizer

Two-way sync arrow in Dynamics CRM

Organizer

See Notes below.

Recurrence Pattern

Two-way sync arrow in Dynamics CRM

Recurrence Pattern

Regarding

Two-way sync arrow in Dynamics CRM

Regarding

See Notes below.

Required Attendees

Two-way sync arrow in Dynamics CRM

Required Attendees

Show Time As

Two-way sync arrow in Dynamics CRM

Appointment Status

Computed by Activity Status and Status Reason.

Subject

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Subject

Notes

  1. Organizer: In Outlook sync, an appointment created in CRM 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 CRM 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 CRM. Until you sync, the Set Regarding action in Dynamics CRM for Outlook and in CRM should not change the Regarding field in Outlook.

CRM for Outlook field

Default sync

Settable sync

CRM field

Notes

Appointment Time

One-way sync arrow (left) in Dynamics CRM

 

Appointment Time

Aggregation of Start Time, End Time, Duration, All Day Event, etc.

Importance

One-way sync arrow (left) in Dynamics CRM

Priority

Outlook has High Importance, Low Importance.

Location

One-way sync arrow (left) in Dynamics CRM

Location

Notes

One-way sync arrow (left) in Dynamics CRM

Description

Outlook and Exchange can contain things like images and links. CRM can only contain multiple lines of text.

Optional Attendees

One-way sync arrow (left) in Dynamics CRM

Optional Attendees

Organizer

One-way sync arrow (left) in Dynamics CRM

Organizer

See Notes below.

Regarding

One-way sync arrow (left) in Dynamics CRM

Regarding

See Notes below.

Required Attendees

One-way sync arrow (left) in Dynamics CRM

Required Attendees

Show Time As

One-way sync arrow (left) in Dynamics CRM

Appointment Status

Computed by Activity Status and Status Reason.

Subject

One-way sync arrow (left) in Dynamics CRM

Subject

Notes

  1. Organizer: In Outlook sync, an appointment created in CRM 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 CRM 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 CRM. Until you sync, the Set Regarding action in Dynamics CRM for Outlook and in CRM should not change the Regarding field in Outlook.

CRM for Outlook field

Default sync

Settable sync

CRM field

Notes

% Complete

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Percent Complete

Date Completed

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Actual End

Due Date

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Due Date

See Notes below.

Importance

Two-way sync arrow in Dynamics CRM

 

Priority

Outlook has High Importance, Low Importance.

Notes

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Description

Outlook and Exchange can contain things like images and links. CRM can only contain multiple lines of text.

Regarding

Two-way sync arrow in Dynamics CRM

 

Regarding

See Notes below.

Start Date

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

Start Date

See Notes below.

Status

Two-way sync arrow in Dynamics CRM

 

Status

Computed from Activity Status and Status Reason.

Subject

Two-way sync arrow in Dynamics CRM

Two-way sync arrow in Dynamics CRM, One-way sync arrow (right) in Dynamics CRM, One-way sync arrow (left) in Dynamics CRM, No synchronization arrow for Dynamics CRM

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 CRM. However, when a task has Due Time set in CRM, 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 CRM, CRM will auto fill the Due Date value with the Start Date. These are controlled by Outlook/Exchange and CRM 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 CRM. Until you sync, the Set Regarding action in Dynamics CRM for Outlook and in CRM 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 CRM. However, when a task has Due Time set in CRM, it will be synchronized to Reminder Time in Outlook.

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