Microsoft Dynamics CRM Outlook Client synchronization rules

When you are working with Microsoft Dynamics CRM and CRM Outlook Client you need to remember the following rules regarding Editing, deleting and assigning contacts:

Editing

• When  editing contact in outlook it will immediately update the CRM contact
• When editing contact in the CRM it will update the outlook contact in the next time the CRM and outlook sync or you can press the "Sync with CRM" button then it will sync immediately

Deleting

• When you delete an Outlook contact than has been tracked in CRM will not delete the contact from the CRM and it wont sync back to the Outlook Client
• When you delete a contact you own in the CRM that was previously synced to Outlook, will not delete the contact from the Outlook

Assign

• When you assign a contact that was created in the CRM and sync to Outlook will remove the contact from the Outlook
• When you assign a contact that was created in Outlook and tracked into the CRM will keep the contact in Outlook. note that all changes to the contact in Outlook will update the contact record in CRM and visa versa.

Fredy Opaets
Soft-Pro
Fredy@soft-pro.co.il