System Settings dialog box - Outlook tab

Article
10/27/2017

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

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)

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.
Go to Settings > Administration.
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.