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Disable Outlook Synchronization RRS feed

  • Question

  • Hi,

    I have several CRM users who have their CRM details integrated with exchange using a centralised service.  These users still require access the to CRM outlook client.  Is it possible to give them access to the Outlook client, for tasks such as promoting to CRM and setting regarding without having their CRM use Outlook to synchroize to their exchange folders?

    We are currently getting double entries for appointments and tasks because we have both services running.  I can't disable the centralised service for these users as their schedules are managed by third parties and their exchange calendars must update when their computers are not switched on / connected to the network.

    Kind Regards,

    Steve Hewison
    Its better than fishing a pond
    Tuesday, December 15, 2009 3:07 PM

Answers

  • Will unticking the boxes in the user options also disable the Exchange sync?

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Monday, January 11, 2010 7:57 PM
    • Marked as answer by Jim Glass Jr Tuesday, January 26, 2010 9:10 PM
    Monday, January 11, 2010 7:57 PM
  • Hi,

    The duplication issue was being caused by multiple bi-directional interfaces interface with exchange.  Every time a record was saved a conflict in the interface processes would create a duplicate.

    We've resolved this issue by switching of all other 3rd party interfaces and implement the Omni Riva interface for centralised synchronisation.

    Regards,

    Steve
    Its better than fishing a pond
    Tuesday, January 26, 2010 11:31 AM

All replies

  • Hi Steve,

    To synchronize tasks and appointment between crm and exchange the user needs outlook crm client running.  However, there is a 3rd party solution to synchronize without outlook running.  I have not used it, so can not vouch whether it works well or not.
    http://www.omni-ts.com/newsroom/exchange-crm-integration.html,


    Alex Fagundes - www.PowerObjects.com
    Tuesday, December 15, 2009 7:26 PM
  • Alex,

    I have this installed already.  But with this and outlook crm running we're getting double entries in exchange.

    I need to install the outlook crm so e-mails and appointments can be tracked and promoted to CRM items without enabling the outlook - crm integration.

    Regards,

    Steve
    Its better than fishing a pond
    Thursday, December 17, 2009 10:20 AM
  • Hi Steve,

    You can configure the sync rule so contacts are not synchronized between crm and outlook/exchange. I'm assuming you get duplicates because the contact exist in outlook/exchange AND in crm???

    Here's a short blog I wrote on this:
    http://www.powerobjects.com/blog/2009/12/15/the-ins-and-outs-of-synchronizing-contacts-with-outlook-crm-client-for-crm-4-0/



    Alex Fagundes - www.PowerObjects.com
    Thursday, December 17, 2009 1:48 PM
  • Contacts are not the issue.

    It's appointments the are appearing twice.
    Its better than fishing a pond
    Friday, December 18, 2009 9:38 AM
  • I don't think the level of granularity you need is available.  It sounds like you need to be able to set one synchronizing service as the 'Master' for tasks and appointments and turn it off for the other.  I don't fully understand your environment so I could be wrong.  When you install the Outlook client, you can manage the record types that are synchronized through the CRM option menu in the Outlook toolbar and the local datagroups.  There are no other controls to manage what gets synchronized.  If you are not able to make the integration work for your scenario by leveraging those features, then what you want to do is most likely not available.
    Best Regards, Donna
    Wednesday, January 6, 2010 4:05 PM
  • Will unticking the boxes in the user options also disable the Exchange sync?

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Monday, January 11, 2010 7:57 PM
    • Marked as answer by Jim Glass Jr Tuesday, January 26, 2010 9:10 PM
    Monday, January 11, 2010 7:57 PM
  • Hi,

    The duplication issue was being caused by multiple bi-directional interfaces interface with exchange.  Every time a record was saved a conflict in the interface processes would create a duplicate.

    We've resolved this issue by switching of all other 3rd party interfaces and implement the Omni Riva interface for centralised synchronisation.

    Regards,

    Steve
    Its better than fishing a pond
    Tuesday, January 26, 2010 11:31 AM