How to: Set Up Outlook Synchronization Entities

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09/15/2014

Before Microsoft Dynamics NAV entities are updated with Outlook items, you need to define which Microsoft Dynamics NAV objects should be affected. You can adjust a number of settings to suit your needs. Your ability to modify these settings depends on the permissions granted by the system administrator. For more information, see Outlook Synchronization Users.

This topic shows how to specify the Outlook items that will be synchronized at the first level. For more information, see Levels of Synchronization.

To set up level one synchronization

In the Search box, enter Outlook Synch. Entities, and then choose the related link.
In the Outlook Synch. Entity List window, on the Home tab, choose New.
In the Outlook Synch. Entity window, add the information for the new entity that you want to map to an Outlook item.
In the Code field, enter a name.
In the Description field, enter text that describes the entity. This description will be used in Outlook as the label of the text box that will contain Outlook folders selected for synchronization.
You must specify a master table that will be used in the synchronization from Microsoft Dynamics NAV. For more information, see How to: Specify a Master Table.
To define the condition in which records from the master table will be taken for synchronization, apply a filter to the master table. For more information, see How to: Define Table Filters.
To specify the condition in which records from the master table will be collected for synchronization, choose the Outlook Item field. From the list of available Outlook items, select an item, and then choose the OK button.

Note

To organize level two synchronization, define one or more supplementary Microsoft Dynamics NAV tables on the lines of this window. For more information, see How to: Set Up Level Two Synchronization.

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How to: Set Up Outlook Synchronization Entities

To set up level one synchronization

See Also

Tasks

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