How to sync SharePoint with Outlook

Sync SharePoint with Outlook – what exactly can you sync?

SharePoint allows to sync the following SharePoint web parts (lists) to your Outlook:

• Calendar
• Tasks
• Contacts
• Discussion Board
• Document Library

Pre-requisites for SharePoint Sync with Outlook

• SharePoint
• Outlook (installed on your desktop). You cannot sync from SharePoint to Outlook online

How to sync SharePoint with Outlook

I will now walk you through the steps on How to Sync a SharePoint Calendar to Outlook. Same steps would apply when you want to sync other SharePoint web parts to Outlook (contacts, tasks, etc.)

1.Navigate to the web part you want to sync to Outlook

2.Click on the tab above to open additional commands

 

3.Click on Connect to Outlook button

4.The pop-up will appear, asking you to confirm the sync. Click Allow

5.Your list will now sync to your Outlook

Below you can see an image of how synchronized SharePoint Calendar looks in Outlook. It actually appears side-by-side to my Personal Calendar. When you synchronize other lists like Contacts and tasks, same logic will apply: your SharePoint Tasks will appear next to your Personal Tasks, same with Contacts, there will be 2 lists – Personal and synchronized from SharePoint.

Important to remember

All of the SharePoint web parts that you can synchronize to Outlook are 2-way syncs (meaning that any changes you make in SharePoint will automatically synchronize to Outlook and vice versa!) So that means if I add an event to “SharePoint-sync’d Calendar in Outlook, it will appear in SharePoint online Calendar as well. Exception is a Document Library: that is only 1-way sync (only downloads latest files to Outlook, but does not allow to edit files in Outlook, just access in read-only mode)

• Calendar (SharePoint <==> Outlook, 2-way sync)
• Tasks (SharePoint <==> Outlook, 2-way sync)
• Contacts (SharePoint <==> Outlook, 2-way sync)
• Discussion Board (SharePoint <==> Outlook, 2-way sync)
• Document Library (SharePoint => Outlook, 1-way sync)

As matter of fact, when you try to even delete a document that was synchronized from SharePoint, you will get the message below…

Credit : https://sharepointmaven.com