Microsoft Dynamics CRM 2015 for Outlook Synchronization

  • Article

 

Applies To: Dynamics CRM 2015

Published: August 2015

Summary

The Outlook Synchronization in Microsoft Dynamics CRM white paper discusses in detail how CRM data synchronization occurs between the central Microsoft Dynamics CRM database, Microsoft Office Outlook, the Dynamics CRM for Outlook offline database, and the Exchange or POP3-based email server.

Applies To

Microsoft Dynamics CRM 2015

Microsoft Dynamics CRM has the following kinds of synchronization.

  • Outlook synchronization. Synchronizes contacts and activities to Outlook folders. Outlook synchronization enables Outlook users to view CRM information including contacts, tasks, phone calls, letters, faxes, appointments, and email, within the Outlook interface.

  • Server-side synchronization. Used to integrate CRM with Exchange and POP3 or SMTP-based email servers. Server-side sync has benefits compared to using the Microsoft Dynamics CRM Email Router because it’s built in to Microsoft Dynamics CRM and doesn’t require a separate application. It also has benefits compared to Outlook synchronization by eliminating the load on clients.

  • Online and offline synchronization. Manages replication of data back and forth between the Microsoft Dynamics CRM database and the local database on a computer that’s running Dynamics CRM for Outlook. This allows the user to “go offline” and perform create, update, and delete operations from a local database, which can then be synchronized to the Microsoft Dynamics CRM database when Dynamics CRM for Outlook has a connection again.

Download Outlook Synchronization in Microsoft Dynamics CRM from the Microsoft Download Center.

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