CRM Outlook Client Settings

There are many settings to configure of the CRM Outlook Client, and they're spread across several places.  I've brought all these settings into one page to be used as a reference.  Please note, the screenshots below are for example only.  I'm not intending them to serve as an example of what you should set.  

System Wide Settings

These settings will be applied to everybody.  

CRM System Settings Page

(CRM > Administration > System Settings)

    Email Tab: 
    Use this tab to configure system-wide, server level, email processing settings.  

    Outlook Tab: 
    Use this tab to set default schedules for Outlook Client synchronization.  

   
Synchronization Tab: 
    This tab has settings for filters and data that will be synchronized with the Outlook Client.  

Security Permissions

Sync to Outlook: This is located on the Business Management tab of any security role and allows the user to connect CRM to their Outlook if they have the client installed.  Without this setting the user won't be able to connect their Outlook to CRM.  

Go Offline: This also is located on the Business Management tab of the security role form and determines whether or not the user can download CRM data to their computer for offline use.  

Other:

• Users will need Create, Append, Append to, and Assign permissions on the Activity entity if they want to track emails in CRM
• Users will need Append To permissions for any entity that has an email address field on it.  This will allow tracked emails to be linked to those records as well.  

User Settings

Outlook Personal Options

(Outlook > File > CRM > Options)

Synchronization Tab
Synchronization settings are automatically inherited from the defaults set in the System Settings, but this tab can be used to make user-level changes from the system defaults.  

Email Tab
A handful of miscellaneous settings are available here to configure on a user level.  

Microsoft Dynamics CRM Diagnostics Window

Lastly, there are additional settings you can enable or disable in the separate Diagnostics program that gets installed along with the Outlook Client.  You access this by going to Start > All Programs > Microsoft Dynamics CRM > Diagnostics.  Most of these are pretty self explanatory.  

Synchronization Troubleshooting Tab: 

Advanced Troubleshooting Tab: