Synchronizing Dynamics AX 2012 With Outlook
 

Synchronizing Dynamics AX 2012 With Outlook

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One of the benefits of Microsoft Dynamics AX 2012 is its integration capabilities with all of the other Microsoft products. For example, you can easily set up your system to synchronize contacts, ...

One of the benefits of Microsoft Dynamics AX 2012 is its integration capabilities with all of the other Microsoft products. For example, you can easily set up your system to synchronize contacts, tasks and appointments from AX over to Outlook so that you have it while you are on the go.

In this example we will show how you can flag contacts to be synchronized and also set up the synchronization between your Dynamics AX 2012 client and Outlook.

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  • Hey nice post.

    I would like to talk something about Microsoft's upcoming event: AXUG Summit 2012

    INDUSA (http://www.indusa.com) is exhibiting at AXUG Summit 2012 from Oct 17 to 19, 2012 at Seattle, WA.

    We are a leading Dynamics AX partner company from IL, US with state-of-the-art development center in India. We offer License Optimization, Custom Development, Third Party Integration, Upgrade and Maintenance services.

    AXUG Summit is the largest independent user conference dedicated exclusively to Microsoft Dynamics AX. It features product training, User-led breakout sessions, structured networking opportunities, and an Expo Hall showcasing Microsoft Dynamics AX ISVs.

    Meet us at Booth no. 511 to learn more about AX with:

    • Enterprise Portal
    • Mobile
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    • Management Reporter
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Synchronizing Dynamics AX 2012 With Outlook Synchronizing Dynamics AX 2012 With Outlook Presentation Transcript

  • Dynamics AX | Office | Outlook | CRMSYNCHRONIZING DYNAMICS AX WITHMICOROSOFT OUTLOOK One of the benefits of Microsoft Dynamics AX 2012 is it’s integration capabilities with all of the other Microsoft products. For example, you can easily set up your system to synchronize contacts, tasks and appointments from AX over to Outlook so that you have it while you are on the go. In this example we will show how you can flag contacts to be synchronized and also set up the synchronization between your Dynamics AX 2012 client and Outlook. © 2013. All rights reserved.
  • Flag Contacts forSynchronizationYou don’t necessarily want all of the contacts withinDynamics to be copied over to Outlook. To selectivelymove contacts from Dynamics AX over to Outlook, justselect the ones that you are interested in and click on theAdd to Microsoft Outlook contacts button in the ribbonbar. © 2013. All rights reserved.
  • Contacts Scheduledfor SynchronizationNow the contacts are queued up for synchronization toOutlook. © 2013. All rights reserved.
  • Configure DAX-Outlook IntegrationThe next step is to configure the integration pointsbetween Dynamics AX and Outlook.To do this find the Microsoft Outlook Setup Wizard in theHome/Setup section of the menu. © 2013. All rights reserved.
  • Configure DAX-Outlook IntegrationThis will start up the configuration wizard. © 2013. All rights reserved.
  • Configure DAX-Outlook IntegrationSelect the User that you want to use for thesynchronization. © 2013. All rights reserved.
  • Configure DAX-Outlook IntegrationYou need to tell AX what profile you want to use withinOutlook. The simplest option here is just to use thedefault profile. © 2013. All rights reserved.
  • Configure DAX-Outlook IntegrationOnce you have selected the profile, you will be able to linkAX to the contacts, tasks, and calendar folders withinOutlook. © 2013. All rights reserved.
  • Configure DAX-Outlook IntegrationTo do this, just navigate to the folders in Outlook. © 2013. All rights reserved.
  • Configure DAX-Outlook IntegrationOnce you have linked the contacts, tasks, and calendarfolders, you can tweak the synchronize logic for how farback and forward you want to look when moving theitems. © 2013. All rights reserved.
  • Integration SetupNow you have set up the integration points. © 2013. All rights reserved.
  • Synchronize ToOutlookTo synchronize over to Outlook, just select theSynchronize option from Home | Periodic | MicrosoftOutlook Synchronization.You can choose which folders you want to synchronize –or pick the whole lot. © 2013. All rights reserved.
  • SynchronizationCompleteThat was easy. © 2013. All rights reserved.
  • Contacts Now InOutlookNow you can access all of the information from Outlook. © 2013. All rights reserved.
  • Tasks & CalendarUpdated As WellAnd also schedule your tasks and appointments throughOutlook as well.How cool is that. © 2013. All rights reserved.
  • AboutMurray Fife