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Sync'ing Contacts and Public Folders...

Answered Sync'ing Contacts and Public Folders...

  • Monday, August 20, 2007 4:06 PM
     
     
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    Hi all.

    We have a bunch of contacts within CRM 3.0 and wish all users in the organization to view them.
    I suspect a Public Folder in Outlook may be the best way of going abou this.

    Is there anyway to sync a Public Folder with the CRM contacts?

    Cheers,

    Dean.
     

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  • Tuesday, August 21, 2007 2:50 AM
     
     
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    This is a question that comes up regularly and so far the answer is that this is not standard functionality in Microsoft CRM and would therefore have to be written. It seems like a basic problem but of course once you have built your public folder sync you then start thinking about things like security. For instance if I sync all CRM contacts to a public folder then that means all users with access to the public folder can see the contacts. What happens if a few crm users do not want everyone to see their contacts for example?

     

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    John O'Donnell

     

     

     
  • Tuesday, August 21, 2007 7:49 AM
     
     
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    Agreed, but the fact is our solution doesn't need to be that complex.

    All CRM contacts should be publically visible in our firm, and sync'd with the global contacts public folder.
     
  • Tuesday, August 21, 2007 8:15 AM
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    We've done this for a couple of customers, using a coded console application that can be run on a schedule. The main consideration is whether you want a one-way sync, or two-way. 2 way would be a lot harder, and probably introduces licensing issues
     
  • Tuesday, August 21, 2007 1:07 PM
     
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    In that case you coul do an initial sync to get all contacts from crm to the public folder then perhaps use a post callout to add the contact to the public folder when it is initially created. Not hard to do but it will require coding as I have not seen a ready built solution or code sample out there.

     

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    John O'Donnell

     

     
  • Tuesday, September 04, 2007 12:10 PM
     
     
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    Hi,

    We've got this exact problem. There are no security issues and we only need a one way synch. Is there any help that I can have on customising the sync to point to a public folder?

     

    Thanks in advance!

     
  • Thursday, September 18, 2008 8:29 PM
     
     
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    We have a solution called MiSync which allows for synchronization of information from Microsoft CRM V3 and V4 directly to Exchange - bypassing the Outlook Sync. Your contacts can be synced to a shared folder and that will accomplish your goals.

     

    Visit us at www.metisc.com for more information.

     

    Regards,


    Bill Goodyear

    Metisc North America

    www.metisc.com

     

     

     
  • Friday, October 10, 2008 6:54 PM
     
     
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    I spoke with Bill above his product is still in development.  It sounds good, but is also licensed per CRM user at about $500/each $2500 for a 5 user CRM.  So while it sounds like an ideal product, it is very cost prohibitive and not even available.  In short, his post was intentionally misleading and a waste of time.  Maybe in the future (November - December)
     
  • Wednesday, February 06, 2013 8:59 AM
     
     
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    This answer is a bit delayed, but may still be useful.

    I recommend you to consider the Agile Dynamics CRM to Exchange Synchronizer (DXSync). It provides server-side integration between Dynamics CRM and Exchange. Integration includes synchronization of Contacts, Meetings, Calls, Tasks; Archiving emails; special scenarios to replicate and create items like Opportunities and Cases from your email client. This solution works without any client-side plugins. No need for additional configuration of standard mobile or desktop email clients (Outlook, Entourage, Mac Mail, iPhone, iPad, Android, Windows Phone, Blackberry, etc.).

    Free trial version is available for download so you can try DXSync before making a decision.

    If what you need is one-time synchronization, then trial mode may be enough to get required results.

    Best regards,
    Denis Markovtsev
    GrinMark CRM Integration Team
    http://www.grinmark.com
    sales@grinmark.com