Replacing Public Folders used for Contacts RRS feed

  • Question

  • We use Public Folders for shared contacts - can you use CRM and display those contacts in Outlook 2010 (Exchange 2007) and view those folders on a smartphone (iPhone, Blackberry, Droid)?  That's our issue.  We can't seem to get away from Public Folders.
    Wednesday, February 23, 2011 3:25 PM

All replies

  • HI


    CRM can be used to share contacts, accounts, leads, opportunities, for which typically shared mailboxes are used. Coming to the case fo contacts, it is a special case, as you can get shared contacts in Outlook, but you can also do the same in CRM.


    Create a team in CRM 2011 and assign the contacts to the team. Add the users the the team who needs to have access to the Contacts. Make sure the users have read access to the contacts (otherwise they will not be able to see the contacts even if they are part of the team owning the contacts).

    If you do not want to try team ownership or are using CRM 4.0, then you can make one user as the owner and create a team and share the contacts with the team. All other conditions remain the same as above. You cna also try sharing with the team in CRM 2011, making one user as the owner.

    You cna ask the users to synchronize thier Outlook with CRM - this will copy over the CRM Contacts to their Outlook contacts. Then you can use whatever device to connect to Outlook and have access to the Contacts.


    Thanks and Regards



    • Proposed as answer by AniMandal Monday, March 21, 2011 3:49 PM
    Monday, March 21, 2011 3:49 PM