Contacts
Select this option if you want to synchronize contacts that you own in Microsoft Dynamics
CRM.
If you delete a contact you own in Microsoft Dynamics CRM or in Microsoft Dynamics CRM for
Outlook, it will not be deleted in the other application.
My phone calls
Select this option if you want to synchronize phone calls that you own in Microsoft Dynamics
CRM.
My letters
Select this option if you want to synchronize letters that you own in Microsoft Dynamics CRM.
My faxes
Select this option if you want to synchronize faxes that you own in Microsoft Dynamics CRM.
4. If you want to include company names from Outlook contacts, select Update Company fields with
parent account names.
Important: This setting only affects newly tracked contacts. Future changes are not synchronized.
5. If you have more than one computer running Microsoft Dynamics CRM for Outlook, select this computer to be the synchronizing client.
6. If your organization permits it, you can define how often Microsoft Dynamics CRM items in your
Microsoft Dynamics CRM for Outlook folders are updated:
Synchronize the CRM items in my Outlook folders every
Select this option and select the number of minutes. You can increase the amount of time between synchronization of items in your Microsoft Dynamics CRM for Outlook folders. Your administrator sets the minimum time allowed between synchronization.
7. Select how duplicates are handled during synchronization:
Create the duplicates
This option allows records to be created even if key fields contain the same data.
More information: Avoiding Duplicate Records
Do not create duplicates
This option blocks records from being created if key fields contain the same data.
8. To save your changes and close the dialog box, click OK.
Update Microsoft Dynamics CRM for Outlook
Occasionally, your administrator will make updates to Microsoft Dynamics CRM that require you to install the updates on your computer. When updates are available, you will be prompted to install them. Some updates are optional, and you can postpone installing them until later. Other updates are mandatory and must be installed, or Microsoft Dynamics
CRM for Outlook will be disabled on your computer.
You can also choose to check for updates and then choose which ones to install.
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