This document discusses how to synchronize contacts, tasks, and appointments between Microsoft Dynamics AX 2012 and Microsoft Outlook. It describes flagging specific contacts in Dynamics AX for synchronization, configuring the integration between the two systems by selecting synchronization options and linking folders, and performing the synchronization which will export the selected data to Outlook.

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SYNCHRONIZING DYNAMICS AX WITH
MICOROSOFT OUTLOOK
Dynamics AX | Office | Outlook | CRM
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.

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Flag Contacts for
Synchronization
You don’t necessarily want all of the contacts within
Dynamics to be copied over to Outlook. To selectively
move contacts from Dynamics AX over to Outlook, just
select the ones that you are interested in and click on the
Add to Microsoft Outlook contacts button in the ribbon
bar.

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Contacts Scheduled
for Synchronization
Now the contacts are queued up for synchronization to
Outlook.

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Configure DAX-
Outlook Integration
The next step is to configure the integration points
between Dynamics AX and Outlook.
To do this find the Microsoft Outlook Setup Wizard in the
Home/Setup section of the menu.

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Configure DAX-
Outlook Integration
This will start up the configuration wizard.

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Configure DAX-
Outlook Integration
Select the User that you want to use for the
synchronization.

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Configure DAX-
Outlook Integration
You need to tell AX what profile you want to use within
Outlook. The simplest option here is just to use the
default profile.

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Configure DAX-
Outlook Integration
Once you have selected the profile, you will be able to link
AX to the contacts, tasks, and calendar folders within
Outlook.

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Configure DAX-
Outlook Integration
To do this, just navigate to the folders in Outlook.

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Configure DAX-
Outlook Integration
Once you have linked the contacts, tasks, and calendar
folders, you can tweak the synchronize logic for how far
back and forward you want to look when moving the
items.

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Integration Setup
Now you have set up the integration points.

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Synchronize To
Outlook
To synchronize over to Outlook, just select the
Synchronize option from Home | Periodic | Microsoft
Outlook Synchronization.
You can choose which folders you want to synchronize –
or pick the whole lot.

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Synchronization
Complete
That was easy.

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Contacts Now In
Outlook
Now you can access all of the information from Outlook.

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Tasks & Calendar
Updated As Well
And also schedule your tasks and appointments through
Outlook as well.
How cool is that.

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Murray Fife