Microsoft Dynamics CRM Centro de clientes
Microsoft Dynamics CRM
Centro de clientes
 Microsoft Dynamics CRM Centro de clientes

When are records synchronized with Microsoft Dynamics CRM?

When you track a record in CRM para Outlook, the data in that record will generally be available in Microsoft Dynamics CRM within 15 minutes (it may be available immediately, depending on how your administrator sets up synchronization). After a record is synchronized, you or anyone who has access to your activities can view that data in Microsoft Dynamics CRM.

Records added in Microsoft Dynamics CRM are also automatically synchronized with CRM para Outlook. So, for example, if you or someone else adds an activity record in Microsoft Dynamics CRM, you can view those records in CRM para Outlook.

By default, records that are synchronized from Microsoft Dynamics CRM are synchronized in 15-minute intervals. If you don't want to wait for records to synchronize, you can synchronize manually.

  1. In CRM para Outlook, on the File menu, choose CRM.

  2. Choose the Synchronize button, and then choose Start Synchronization.

Next up: What if you want to stop tracking a record?

Read more

Email, appointments, tasks, and other assorted CRM activities

CRM for Outlook Basics

Nota

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