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Do not want CRM Contacts adding/syncing Outlook Contacts RRS feed

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    CRM 2011 On Premise

    When adding a contact into CRM, our users do not want an Outlook Contact added for anything they own.  Is there a User or System Setting that can automatically disable this?  I can't seem to find anything.


    Friday, April 22, 2011 3:35 PM

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    Hi there -- yes, if you open your CRM options in outlook you can either disable syncing of contacts on the Synchronization tab by unchecking "Contact" or choose "Modify Local Data Groups" in your CRM menu and disable the rule to sync contacts. The CRM options are found in Outlook 2010 by going to the File menu, click "CRM", then choose personal options. In Outlook 2007 and before, there will be a "CRM" menu at the top of your Outlook screen.
    Phil Edry – Altriva Solutions – http://www.altriva.com/AltrivaBlog.aspx
    • Proposed as answer by Jim Glass Jr Friday, April 22, 2011 5:29 PM
    • Marked as answer by Kidd Nicko Friday, April 22, 2011 5:42 PM
    Friday, April 22, 2011 4:06 PM

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  • Question
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    Hi there -- yes, if you open your CRM options in outlook you can either disable syncing of contacts on the Synchronization tab by unchecking "Contact" or choose "Modify Local Data Groups" in your CRM menu and disable the rule to sync contacts. The CRM options are found in Outlook 2010 by going to the File menu, click "CRM", then choose personal options. In Outlook 2007 and before, there will be a "CRM" menu at the top of your Outlook screen.
    Phil Edry – Altriva Solutions – http://www.altriva.com/AltrivaBlog.aspx
    • Proposed as answer by Jim Glass Jr Friday, April 22, 2011 5:29 PM
    • Marked as answer by Kidd Nicko Friday, April 22, 2011 5:42 PM
    Friday, April 22, 2011 4:06 PM
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    Thanks.  I completely missed that.  Is there a way to set that at a system level?  Or is it per the User?
    Friday, April 22, 2011 5:42 PM
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    The only supported way I know to do this is per user, however I am aware of database hacks to apply this generally (pretty risky). Anyone else want to chime in?
    Phil Edry – Altriva Solutions – http://www.altriva.com/AltrivaBlog.aspx
    Friday, April 22, 2011 5:44 PM