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Birthdays not updating in Outlook from CRM RRS feed

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    I know people have asked this multiple times before, but I do not understand why when I put a birthday in a contact in CRM it does not make an appointment in Outlook.  Is there some sort of syncronization that i need to set?  Can i create a custom workflow?  I find it very odd that this does not work.  I thought about a workflow but there is no choice for an annual meeting/appointment.

    Please Help!

    Friday, January 7, 2011 2:57 PM

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    Hi Adam, the feature you have requested is not a standard feature of Dynamics CRM. I guess that not enough customers have requested this feature so it's not been added to CRM 2011, and there's not enough money to be made selling this feature so no one (that I know of, anyway) has developed an add-on with this feature.

    You'd need to write some kind of recurring mechanism (since CRM 4.0 doesn't offer recurrance, although CRM 2011 does), this could either be a workflow with a timeout wait condition, or even a Windows service that polls the CRM database every day to find contacts with a birthday.

    Workflows with wait conditions can hog server resources, so you might want to use this design if you have a small number of contacts with birthdays, otherwise look at something like a Windows service.

    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Monday, January 10, 2011 2:08 PM
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    Hi Howard,

    There are two ways you can realize this feature:

    1.Write some code by calling SDK, and make it triggered when birthday changed or saved.

    2.Buy the third party plugin or customization for this feature.

    Wilson

    Thursday, December 27, 2012 5:38 AM

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    Hi Adam, the feature you have requested is not a standard feature of Dynamics CRM. I guess that not enough customers have requested this feature so it's not been added to CRM 2011, and there's not enough money to be made selling this feature so no one (that I know of, anyway) has developed an add-on with this feature.

    You'd need to write some kind of recurring mechanism (since CRM 4.0 doesn't offer recurrance, although CRM 2011 does), this could either be a workflow with a timeout wait condition, or even a Windows service that polls the CRM database every day to find contacts with a birthday.

    Workflows with wait conditions can hog server resources, so you might want to use this design if you have a small number of contacts with birthdays, otherwise look at something like a Windows service.

    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Monday, January 10, 2011 2:08 PM
    Moderator
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    Hello,

    This is just to say that I wish MS would include this feature. I would find it very useful and have been waiting for it for a number of years already.

    Regards,

    Keith Howard

    R K Howard

    Monday, December 24, 2012 11:57 AM
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    Hi Howard,

    There are two ways you can realize this feature:

    1.Write some code by calling SDK, and make it triggered when birthday changed or saved.

    2.Buy the third party plugin or customization for this feature.

    Wilson

    Thursday, December 27, 2012 5:38 AM