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Sync Outlook Company Field to any field in Dynamics CRM 4
Sync Outlook Company Field to any field in Dynamics CRM 4
- Is there any supported or unsupported way to Sync the Outlook Company field with any non lookup field in Dynamics CRM 4. I can Sync mostly all other fields that I need except this one. Please help
Answers
- I have been finally able to do this. I will be posting the solution on my blog shortly and will update this space here with the link.
- Marked As Answer byDeveloperIQ Thursday, November 26, 2009 12:20 AM
All Replies
- Sorry to tell you that you can't sync the company field at this moment. :(For the Outlook and CRM field mapping, please check out this blog.Hope this helps.
Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com- Proposed As Answer bydarrenliuMVP, ModeratorFriday, November 06, 2009 8:23 PM
- Hi Darren
Thank you for the response.
I think there is a way. I just dont know exactly how it works. That is what I am looking for.
Please see here
http://books.google.ca/books?id=PihVeJYAEHQC&pg=PA238&lpg=PA238&dq=synchronize+outlook+company+field+with+dynamics+crm+4&source=bl&ots=c649f_iwGS&sig=dQpV5oZFRUCtkL3Ob6RRPnxBvgs&hl=en&ei=04r0StuREo3CMKTw9OgF&sa=X&oi=book_result&ct=result&resnum=4&ved=0CBAQ6AEwAw#v=onepage&q=&f=false
and a lot of other websites. Apparently that is a new feature in CRM 4.0 - Hi,It indicates only from CRM to Outlook and not the other way around. I guess that the other workaround is to pick an unused Outlook field for the company name, then have a workflow or plug-in look to monitor that field, then update the company field based on the value on the sync field that you picked.Hope this helps.
Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com I guess that the other workaround is to pick an unused Outlook field for the company name, then have a workflow or plug-in look to monitor that field, then update the company field based on the value on the sync field that you picked.
Thanks Liu. I only need a one way Sync. And this is exactly what I want to do. But how do I tell this unused field to go Sync with the company field in Outlook?- Hi,
You can synchronize crm contacts with Outlook but one of the fields is parent company so for example you may have a Company view in contacts. This is a one way because parent company value will be passed to text field in Outlook. I have couple of parent company like Ultimate Parent company and I had only to build a special view in Outlook. You can use Javascript to copy value of lookup to text field which is supported to sync and rename build a view in Outlook
My Dynamics CRM Blog: http://bovoweb.blogspot.com- Proposed As Answer bykgorczewski Friday, November 06, 2009 11:06 PM
- I have been finally able to do this. I will be posting the solution on my blog shortly and will update this space here with the link.
- Marked As Answer byDeveloperIQ Thursday, November 26, 2009 12:20 AM
