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Dynamics CRM and Outlook Integration – How to Links

The Microsoft Dynamics CRM Team recently published an Architecture white paper – Microsoft Dynamics CRM 2015 Outlook Synchronization in Microsoft Dynamics CRM. Within that paper there were many links to other important resources that complemented the architecture overview.

I have extracted those links and put them into the following handy reference list.

Choose the records to synchronize between CRM and Outlook or Exchange

Configure folder-level tracking

Control field synchronization between CRM and Outlook or Exchange

Install Microsoft Dynamics CRM 2015 for Outlook for desktop virtualization

Offline and Online Synchronization in Microsoft Dynamics CRM

Offline and Outlook filters and templates

OrgDBOrgSettings tool for Microsoft Dynamics CRM

Outlook 2013 MAPI Reference

Overview of tracking records in CRM for Outlook

Set address book options in CRM for Outlook

Set an option to automatically track incoming Outlook email in CRM for Outlook

Set personal options that affect tracking and synchronization between CRM and Outlook or Exchange

Set up server-side synchronization of email, appointments, contacts, and tasks

Synchronizing data with Outlook or Exchange FAQ

System Settings dialog box – Email tab

System Settings dialog box – Synchronization tab

Troubleshooting and things to know about Microsoft Dynamics CRM for Outlook

Turn on Cached Exchange Mode

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

Work offline with CRM for Outlook

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