Thursday, September 18, 2008 11:06 AMHi - I am implementing CRM 4.0 in my company, we have it up and running but have a couple of niggles probably due to my ignorance as my boss won't send me on a training course !
1. Is it possible to stop the CRM automatically adding reminders to apppointments etc. These are sync-ed to Outlook and then onto PDAs and our guys are getting reminders going off at midnight. We can manually remove them or set them to a sensible time but would actually like to turn them off completely. Can this be done ?
2. Is is possible to sync appointments, tasks from the CRM to peoples Outlook direct to our Exchange server instead of relying on the Outlook CRM Client - so that the sync works even if they are not running outlook for some reason. We have telemarketers creating appointments for our sales guys when they are holiday and getting them double booked as they only check their Outlook calendars which aren't up to date with CRM.
Thursday, September 18, 2008 11:47 AMModerator
I think it is Outlook that is automatically adding reminders to appointments rather than CRM. Look at the Calendar options in Outlook. I would say that the real problem is that CRM defaults to 12.00 midnight as the reminder time.
With respect to 2, this is not possible with the CRM application. The CRM client for Outlook is used to synchronize appointments and other records with users' Outlook mailboxes and there is no provision within the application to synchronize directly to Exchange. That is not to say that a 3rd party tool couldn't do what you ask, but it would need to an add-on or a development.
Thursday, September 18, 2008 4:56 PM
With regard to synchronizing directly from Microsoft CRM (V3 and 4) direct to Exchange - there is a product in development called MiSync - its available from our company Metisc - you can find information at www.metisc.com
We've been doing this for years in the ASI iMIS CRM world, and we are now replicating this solution due to several requests such as yours and i expect that we will be able to help you out. We are an accredited Microsoft Gold Partner.
The advantage of true Exchange based synchronization is that you dont need an outlook client - which means remote users that are using something such as Outlook Web Access can now be fully supported with integrated calendars. This is a perfect solution if you have a lot of sales people on the road and you dont want their Computers in the office left switched on.
If you would like to talk further, contact our company over the web at www.metisc.com - or feel free to email us at sales@ our domain name (metisc.com) in the USA. Our US office is located in Atlanta (EST)!!
Metisc North America
Wednesday, February 06, 2013 8:58 AMThis 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.
GrinMark CRM Integration Team