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Displaying CRM Date Fields in Outlook Calendar RRS feed

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    Does anybody know how date fields from CRM get synchronized to Outlook?

    For example, we have a birthday field as part of the contact entity in CRM. When one opens up their calendar in Outlook, this birthday appears for the contacts that the user wants synchronized, that were specified in the Local Data Groups. However, some of the users are reporting that these dates do not appear in their outlook calendar, even though the contact in question is synchronized on their machine as a result of the local data group.

    Any assistance in this matter would be appreciated.

    Thanks!!!!
    Wednesday, January 27, 2010 5:31 PM

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    Hi,

    You will have to develop an outlook addin....
    Use the sdk for both Outlook and CRM in VS2008 and you can by an update or create of a tracked contact update the fields you want to. You could consider to have a helper entity in CRM to keep the mappings between aoutlook and crm attributes.
    Brgds Bjorn MyShare of Sharing Knowledge
    Sunday, January 31, 2010 11:09 PM

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    There are a specific fields that are synced to the Outlook db.  I do not think you can add any fields to CRM and have that sync down to the local Outlook db.  I recently discovered that the Category field from Outlook does not sync to the Category field in CRM.
    Thursday, January 28, 2010 5:17 AM
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    Thanks for the info.

    So, fields in CRM should automatically synch up to their corresponding fields in outlook? Would it be possible to edit outlook forms to achieve the type of syncing I'm talking about?
    Thursday, January 28, 2010 8:39 PM
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    I don't get what you want to edit.  Aren't you saying that the behavior for some users is correct?  If so, it can't be the forms.  It must be personal settings.
    Thursday, January 28, 2010 9:07 PM
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    Hi,

    You will have to develop an outlook addin....
    Use the sdk for both Outlook and CRM in VS2008 and you can by an update or create of a tracked contact update the fields you want to. You could consider to have a helper entity in CRM to keep the mappings between aoutlook and crm attributes.
    Brgds Bjorn MyShare of Sharing Knowledge
    Sunday, January 31, 2010 11:09 PM