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System Settings dialog box - Outlook tab

Use the settings on this page to configure how Microsoft Outlook interacts with Microsoft Dynamics 365.

Open the System Settings dialog box (if it’s not already open)

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Administration.

  3. Choose System Settings > Outlook tab.

Settings

Description

Set email promotion options for Microsoft Dynamics 365 for Outlook

Perform checks as new email is received

Default: Yes. If Yes, email is checked for tracking as soon as it arrives.

Promote incoming email every

Default: 10 minutes. Looks for and links incoming email on the specified interval.

Send pending Dynamics 365 email every

Default: 10 minutes. Sends pending Microsoft Dynamics 365 email on the specified interval.

Set whether users can schedule synchronization in Microsoft Dynamics 365 for Outlook

Users can schedule synchronization

Default: Yes. If Yes, users can set whether or not Dynamics 365 for Outlook synchronizes with Microsoft Dynamics 365.

Minimum Time between synchronizations

Default: 15 minutes. Synchronizes Dynamics 365 for Outlook and Microsoft Dynamics 365 on the specified interval.

Set whether users can update their local data in the background in Microsoft Dynamics 365 for Outlook

Users can schedule background local data synchronization

Default: Yes. If Yes, users can update the data that is stored on their computer to use offline.

Minimum time between background local data synchronizations

Default: 15 minutes. Local data is synchronized with Microsoft Dynamics 365 on the specified interval.

Set schedule for address book synchronization in Microsoft Dynamics 365 for Outlook

Users can schedule background address book synchronization

Default: Yes. If Yes, users can update the address book that is stored on their computer to use offline.

Minimum time between address book synchronizations

Default: 1 hour. The local address book is synchronized with Microsoft Dynamics 365 on the specified interval.

Set whether users see Dynamics 365 for Outlook message

Users see “Get Dynamics 365 for Outlook” option displayed in the message bar

Default: Yes. If Yes, the Get Dynamics 365 for Outlook button is displayed in Microsoft Dynamics 365.

Applies To

Dynamics 365 (online)

Dynamics 365 (on-premises)

Dynamics CRM Online

Dynamics CRM 2016

Dynamics CRM 2015

Dynamics CRM 2013