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CRM in OUTLOOK default contacts view RRS feed

  • Question

  • Hi everyone,

    When I install CRM for Outlook on a user desktop, the default settings is that CRM will only synch the contacts which the user is owner of...

    So when the user uses the TO button when typing an email, no contacts are displayed.

    Is there is any good solution for this? instead of going to CRM options in Outlook > tab synchronize > click "local" and change the settings to synch other users contacts ?

    Thanks in advance

    Wednesday, June 30, 2010 2:52 PM

Answers

  • Hi nrodi, you're asking about slightly different things here.

    The first question is about which CRM contacts sync with a user's Outlook Contacts folder. This is defined by the local data group(s) configured by the user. There isn't a standard feature that allows a CRM system administrator to manage this centrally, but there is a free tool on Codeplex which does.

    The second question is about which CRM contacts appear in the CRM Address Book in Outlook. This is defined by the Address Book option configured by the user. (In Outlook, select CRM menu, select Options, Address Book tab). You can configure ALL the CRM contacts to be listed in the CRM Address Book in Outlook. This doesn't sync all CRM contacts to the user's Outlook Contacts folder, it just puts the contacts' email address into an address book. If you select ALL, then the user can type any CRM contact's name into the To: field in a new email message and Outlook will be able to resolve the contact's email address. By default, only the CRM contacts that sync with the user's Outlook Contacts folder get added to the address book, but selecting ALL broadens this set to include all CRM contacts. This can be useful for those users who need to email any CRM contact, but it is not recommended for all users since the address book can be large if you have many thousands of contacts and the sync load on the server could impact performance.

    Hope this helps.


    Neil Benson, CRM Addict at Customery Ltd.You can reach me on LinkedIn or Twitter, and you're welcome to sign up to Customery, an online community for UK-based Dynamics CRM people.

    Wednesday, June 30, 2010 3:46 PM
    Moderator

All replies

  • Hi nrodi, you're asking about slightly different things here.

    The first question is about which CRM contacts sync with a user's Outlook Contacts folder. This is defined by the local data group(s) configured by the user. There isn't a standard feature that allows a CRM system administrator to manage this centrally, but there is a free tool on Codeplex which does.

    The second question is about which CRM contacts appear in the CRM Address Book in Outlook. This is defined by the Address Book option configured by the user. (In Outlook, select CRM menu, select Options, Address Book tab). You can configure ALL the CRM contacts to be listed in the CRM Address Book in Outlook. This doesn't sync all CRM contacts to the user's Outlook Contacts folder, it just puts the contacts' email address into an address book. If you select ALL, then the user can type any CRM contact's name into the To: field in a new email message and Outlook will be able to resolve the contact's email address. By default, only the CRM contacts that sync with the user's Outlook Contacts folder get added to the address book, but selecting ALL broadens this set to include all CRM contacts. This can be useful for those users who need to email any CRM contact, but it is not recommended for all users since the address book can be large if you have many thousands of contacts and the sync load on the server could impact performance.

    Hope this helps.


    Neil Benson, CRM Addict at Customery Ltd.You can reach me on LinkedIn or Twitter, and you're welcome to sign up to Customery, an online community for UK-based Dynamics CRM people.

    Wednesday, June 30, 2010 3:46 PM
    Moderator
  •  

    Thank you Neil,

    I may want to do that second option, with that option the user will have all the contacts email addresses into their CRM address book.

     

    Wednesday, June 30, 2010 4:00 PM