What happens if I create or update records in the side panel?

When you create contacts or tasks using the side panel, the records are automatically synced with the sales application, and the application creates the corresponding records both in the Microsoft 365 add-in and in the sales application.

This action isn't dependent on the sync settings. When you or another user updates a contact in the side panel, the application automatically updates it in Microsoft 365 as well. Similar is the case when you update tasks. But, when another user, not the owner, updates a task, then the sync engine deletes the linked task in Microsoft 365.

Note that when you delete any of these records, the corresponding records aren't automatically deleted in the sales application. The sync engine deletes the records when the next sync process runs.