CRM to Phone RRS feed

  • Question

  • Is there a way to transfer contact information from the CRM to my phone and/or email.
    I can see where transferring the information TO the CRM is fairly straightforward, but I am unable to find out how to do it the other way around.

    Thank you for your help!

    Wednesday, June 24, 2015 4:49 PM

All replies

  • Hi Michele, 

    You will need to synchronize the contacts to your Outlook and then to your phone. To Synchronize you will need to have the CRM Outlook client installed and under the synchronize options you can specify which( Contacts you own, Contacts owned by another person, etc.) contacts you want to transfer. The below links should give you an idea.



    • Proposed as answer by Eranger Wednesday, June 24, 2015 11:04 PM
    Wednesday, June 24, 2015 11:04 PM
  • Thank you for your help
    Thursday, July 2, 2015 6:05 PM