Synchronizing Dynamics AX contacts with Outlook
After you have linked Dynamics AX with Outlook and then selected the contacts that you want to synchronize, getting the contacts over to Outlook is as simple as starting the synchronization process. This recipe will show how to start the synchronization task.
How to do it...
To synchronize Dynamics AX contacts with Outlook, follow these steps:
From the Home area page, open up the Synchronize menu item in the Microsoft Outlook synchronization folder of the Periodic group.
In the dialog box for synchronization, you can choose if you want to synchronize the contacts, tasks, and appointments. For this recipe we will synchronize everything:
After clicking on the OK button, Dynamics AX will process the updates and then you will be done.
How it works...
After running the synchronization process, all of your flagged contacts, new appointments, and new tasks will be transferred to your profile in Outlook including name, company, physical addresses, e-mail...
