Procedure: Set synchronization options for optimal performance
*In Microsoft Dynamics CRM client for Outlook, on the CRM menu, click Options.
*In the Set Personal Options dialog box, click the Synchronization tab, within Synchronize Microsoft Dynamics CRM items with my default folders, select only record types required to be synchronized.
*Within Schedule automatic synchronization with Outlook, increase the interval between each occurrence of automatic synchronization.
*Within Schedule what to do if duplicates are found during synchronization, click Do not create duplicates to block the creation of records if key fields contain the same data.
*Click OK to close the Set Personal Options dialog box and save the configuration.
Procedure: Limit record types synchronized
If a user must synchronize contacts, tasks, and appointments, limit the record types synchronized to those that the user must have offline.
*In Microsoft Dynamics CRM client for Outlook, on the CRM menu, click Options.
*In the Set Personal Options dialog box, on the Synchronization tab, select only the record types that must be synchronized.
Procedure: Deactivate local data groups not used
Deactivate local data groups for areas the user does not use in the Microsoft Dynamics CRM client for Outlook. Local Data groups are a set of filters that determines what data is available offline and stored on the local computer.
*In Microsoft Dynamics CRM client for Outlook, on the CRM menu, click Modify local data groups.
*On the Data Groups tab, select one or more data groups.
*On the toolbar, click Deactivate. This deactivates all the local data groups, and then moves them to the Inactive Data Groups tab.
NOTE: After implementing any of these suggestions, synchronize the data manually while still online. The first synchronization will be slower than later synchronizations because Microsoft Dynamics CRM must remove records from the local data store. It is best to complete the initial synchronization while connected to the LAN or a High Speed internet connection.
Procedure: Set Address Book options for optimal performance
*In Microsoft Dynamics CRM for Outlook, on the CRM menu, click Options.
*In the Set Personal Options dialog box, click the Address Book tab, within Select how e-mail recipients are reconciled with Microsoft Dynamics CRM records, to the right of Contacts, verify that Match only against contacts synchronized to Microsoft Dynamics CRM is selected.
*To the right of Other record types, ensure that Match only the items I own is selected, and then click OK to save the configuration and close the Set Personal Options dialog box.
NOTE: The Address Book tab also provides the option to configure the frequency with which the Address Book is updated from Microsoft Dynamics CRM
