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crm marketing lists in outlook address book RRS feed

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    I am using crm outlook client

    when i check the address book contacts in outlook
    i am able to see microsoft crm address book views like crm contacts,crm accounts etc

    but when i select crm contacts i am unable to get the list of contact

    how can i get the contacts and marketing lists data in that place

    Thanks
    varun kumar
    Wednesday, February 10, 2010 5:33 AM

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    The following should help:
    1. In Outlook, choose Options from the CRM Menu
    2. Click on the Address Book tab:

    3. Select "Match all contacts in Microsoft Dynamics CRM" and "Match all items in Microsoft Dynamics CRM"
    4. Click OK
    5. Synchronize with CRM by choose "Synchronize with CRM" from the CRM menu
    6. Return to CRM Address book. You should now see entries there.

    @_Simon_Jackson http://www.simonjackson.info/ MBCS MCBMSS MCBMSP MCSD MCDBA MCAD MCSA
    Tuesday, February 23, 2010 10:48 PM
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    Hi Varun

    Suggest you to have a look at eh below link

    http://social.microsoft.com/Forums/en-US/crm/thread/7011a3d2-03ff-47ac-b347-0b7e501cc1b9
    This sounds like a good suggestion for the Microsoft Connect site:

    "select a Marketing list from the Outlook address book drop down (Compose email -> press the To button -> press the addressbook drop down and select Marketing List among all the other CRM Address Book Options (e.g CRM Account, CRM Contacts, CRM Queues)."

    I am not aware of a way to currently create a "new" CRM address distribution list in Outlook.  If you have a good Exchange Admin, you could ask them if they have any suggestions to automate the manual portion of your process or look into Leon's suggestion as you can add attachments to workflow e-mails.
    Regards
    Vinoth
    Wednesday, February 24, 2010 9:16 AM

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  • Question
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    The following should help:
    1. In Outlook, choose Options from the CRM Menu
    2. Click on the Address Book tab:

    3. Select "Match all contacts in Microsoft Dynamics CRM" and "Match all items in Microsoft Dynamics CRM"
    4. Click OK
    5. Synchronize with CRM by choose "Synchronize with CRM" from the CRM menu
    6. Return to CRM Address book. You should now see entries there.

    @_Simon_Jackson http://www.simonjackson.info/ MBCS MCBMSS MCBMSP MCSD MCDBA MCAD MCSA
    Tuesday, February 23, 2010 10:48 PM
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    i am able to see crm contacts and accounts, but i need marketing lists
    Wednesday, February 24, 2010 7:11 AM
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    Hi Varun

    Suggest you to have a look at eh below link

    http://social.microsoft.com/Forums/en-US/crm/thread/7011a3d2-03ff-47ac-b347-0b7e501cc1b9
    This sounds like a good suggestion for the Microsoft Connect site:

    "select a Marketing list from the Outlook address book drop down (Compose email -> press the To button -> press the addressbook drop down and select Marketing List among all the other CRM Address Book Options (e.g CRM Account, CRM Contacts, CRM Queues)."

    I am not aware of a way to currently create a "new" CRM address distribution list in Outlook.  If you have a good Exchange Admin, you could ask them if they have any suggestions to automate the manual portion of your process or look into Leon's suggestion as you can add attachments to workflow e-mails.
    Regards
    Vinoth
    Wednesday, February 24, 2010 9:16 AM