This article explains how to synchronize Microsoft Windows SharePoint Services 4.0 Contacts, Tasks, Calendar or Document Library with Outlook 2007/2010.

Exchange 2010 customers can connect to Microsoft Windows SharePoint Services 4.0 Contacts, Tasks, Calendar or Document Library, make changes, and have those changes automatically synchronized back to the Windows SharePoint Services 4.0 site.

Important Notes:

  • While you can add to, edit or delete items in Contacts, Tasks or Calendar, you can only edit items in the Document Library. It is not possible to add or remove documents from the SharePoint Document Library via Outlook 2007/2010.
  • Prior to connecting SharePoint Contacts, Tasks, Calendar or Document Library to Outlook 2007/2010, we recommend that you configure a Microsoft Exchange account in Outlook 2007/2010 for the user.
  • Make sure that the user is granted sufficient access permissions to SharePoint Contacts, Tasks, Calendar or Document Library.

To add Windows SharePoint Services 4.0 Contacts, Tasks, Calendar or Document Library to Microsoft Office Outlook 2007/2010:

  1. In your web browser, open a Windows SharePoint Services contact list.
  2. Choose List under List Tools, and then click Connect to Outlook in the Connect & Export section: 



  3. When prompted to connect the SharePoint list to Outlook, click OK.
  4. In Outlook 2007/2010, the list is added and in the Folder list you will see a top-level folder called "SharePoint Lists". 
    You will also see your SharePoint contacts in the Navigation Pane, under Other Contacts in Contacts, as shown in the following screenshot. The same applies to Calendar or Tasks.

Note: Synchronization only works when using Outlook 2007/2010. It does not function properly in Outlook 2003. If using Outlook 2003, all changes to the SharePoint Contacts must be made within SharePoint.

Troubleshooting

Here are some possible synchronization issues and solutions:

  • The Connect to Outlook menu is not listed under Actions.
    Please make sure that you have an account on Exchange 2007 or 2010 and you have Outlook 2007 or Outlook 2010 installed on your computer.
  • When trying to connect a SharePoint list to Outlook, you get the following error message:



    Please verify that the user has appropriate access permissions to the necessary SharePoint list.
  • When trying to connect a SharePoint list to Outlook, you get the following error message:




    Please verify whether you use custom columns for the list. Some columns may not be able to synchronize with Outlook and thus cause the error.