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Sync SharePoint Library with Local Outlook

A SharePoint Online tutorial by Peter Kalmström

SharePoint iconWe have earlier seen how to synchronize a SharePoint calendar and a SharePoint contacts list with Outlook. Both these apps are only available with the classic interface, which have a 'Connect to Outlook' button in the ribbon. The modern interface does not have that button, so when you want to sync a SharePoint library with Outlook, you must use the classic library interface.

In this tutorial, Peter Kalmström, CEO and Systems Designer of kalmstrom.com Business Solutions, shows how to synchronize a SharePoint library with Outlook  and how to work offline with the files. Note that metadata is not synchronized, only the files themselves.

These are the steps to sync a classic SharePoint library with Outlook:
  1. Open your Outlook with your Office 365 account on your PC.
  2. In SharePoint, under the LIBRARY tab, go to the ‘Connect & Export’ ribbon group and click on ‘Connect to Outlook’.
  3. In Microsoft Outlook, a dialog will open to confirm – “Connect this SharePoint Document Library to Outlook?” Click Yes.
  4. Now you will get a full offline file store available in a folder inside your Outlook.
  5. Open any file to work with and click on then save your changes.
When you open a file you first have to click on the Edit Offline button to work with it. Then you can edit and save the file as usual, and the changes will be synchronized to SharePoint.

AAs you have the files in Outlook you can also use other Outlook settings, like send and receive settings, on the folder that is synchronized with SharePoint.





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