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Can you pre-configure CRM Client for Outlook synchronization? RRS feed

  • Question

  • Is there a way to configure the Synchronization options and "Modify Local Data Groups” BEFORE installing the CRM Client for Outlook for a user? (say, on the network side of things)  The default is to synchronize all contacts that are assigned to a user, so upon opening Outlook the first time after the client is installed, the user-owned CRM contacts are automatically imported to Outlook.

     

    This presents multiple problems:

    1)   We have multiple contacts per Account.  Typically, a sales rep only calls upon the primary contact.  All other contacts are for reference and not needed in the Outlook Contacts folder. It is possible that a sales rep would have thousands of unneeded contact names imported into the Outlook Contacts folder from CRM.

    2) As there is no option to sync to a folder other than the default Outlook Contacts folder, those thousands of contact names would then synchronize to the user’s Blackberry making for a very unhappy user.

     

    Please let me know if there is a work-around other than the following:

    1) Temporarily turn off sync to Blackberry
    2) Temporarily move all user contacts to an Outlook Contacts sub-folder

    3) Install the CRM client for Outlook

    4) Configure the CRM synchronization and filter properties

    5) Delete all the CRM Contacts from Outlook Contacts folder

    6) Force a CRM sync of the newly created sync filters

    7) Move the original user contacts from the temporary sub-folder back to the main Outlook Contacts folder

    8) Turn on sync to Blackberry


    Seems like there should be a better way. 

    Thank you.

     Sandy

    Wednesday, February 10, 2010 7:33 PM

Answers

  • Hi Sandy,

    Yes.  WE have used this tool:
    http://crm40admin.codeplex.com/

    THis allows you to create a user, setup the sync rules as you want them.  Then copy these rules from one user to many users.  This is great for a large deployment.
    Alex Fagundes - www.PowerObjects.com
    Wednesday, February 10, 2010 7:47 PM

All replies

  • You could check out this tool http://crm40admin.codeplex.com/


    Gruß Carsten Groth http://carstengroth.spaces.live.com
    Wednesday, February 10, 2010 7:43 PM
  • Hi Sandy,

    Yes.  WE have used this tool:
    http://crm40admin.codeplex.com/

    THis allows you to create a user, setup the sync rules as you want them.  Then copy these rules from one user to many users.  This is great for a large deployment.
    Alex Fagundes - www.PowerObjects.com
    Wednesday, February 10, 2010 7:47 PM