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Outlook update - does it update linked CRM record before it is opened? RRS feed

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    Hi all,

    Would anyone know if I update a phone # in Outlook for a contact which is linked to CRM, will this record phone # be automatically updated in CRM? We have JS plug in CRM which formats our phone # field and I was told that the field in CRM will only get updated when the record is opened and that I would need to either:
    (1) create some workflow to open/close the contact in CRM
    (2) build JS plug in(no idea what that is) to run in the background and update the record.

    Any expert advice would be much appreciated. I am not really a tech guy, so any help in dummy terms would be much appreciated!

    Thanks so much!

    Wednesday, February 12, 2014 4:11 AM

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    Hi,

    All of the data syncs are two way and if you change it in Outlook it would be reflected in CRM and vice-versa. So, if you format it in the CRM it would be formatted in the Outlook also.

    Workflows are not client side customizations, hence they could not open or close the records. Instead use a JavaScript function to work on the load of form or change of the phone number field.

    If you have lots of records which phone numbers are not formatted, you could use a c# plugin to update them once.

    Iranian Dynamics CRM Association | انجمن متخصصان ایرانی


    Wednesday, February 12, 2014 5:44 AM
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    I believe you have to click Save or Save & Close on the Contact record in Outlook and when you do that, it'll be updated directly in CRM.  This is at least how I saw it work in CRM 2011.

    This should be a pretty quick test for you if you just create a test Contact, track it in CRM, go back to Outlook and update the Phone Number, click Save & Close and refresh the grid in CRM to see if the value was updated automatically.

    Pete
    • Edited by Pete Majer Wednesday, February 12, 2014 5:45 AM
    • Proposed as answer by Pete Majer Wednesday, February 12, 2014 5:45 AM
    • Marked as answer by Donyc Thursday, February 13, 2014 8:37 PM
    Wednesday, February 12, 2014 5:44 AM

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  • Question
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    Hi,

    All of the data syncs are two way and if you change it in Outlook it would be reflected in CRM and vice-versa. So, if you format it in the CRM it would be formatted in the Outlook also.

    Workflows are not client side customizations, hence they could not open or close the records. Instead use a JavaScript function to work on the load of form or change of the phone number field.

    If you have lots of records which phone numbers are not formatted, you could use a c# plugin to update them once.

    Iranian Dynamics CRM Association | انجمن متخصصان ایرانی


    Wednesday, February 12, 2014 5:44 AM
    Moderator
  • Question
    Sign in to vote
    0
    Sign in to vote

    I believe you have to click Save or Save & Close on the Contact record in Outlook and when you do that, it'll be updated directly in CRM.  This is at least how I saw it work in CRM 2011.

    This should be a pretty quick test for you if you just create a test Contact, track it in CRM, go back to Outlook and update the Phone Number, click Save & Close and refresh the grid in CRM to see if the value was updated automatically.

    Pete
    • Edited by Pete Majer Wednesday, February 12, 2014 5:45 AM
    • Proposed as answer by Pete Majer Wednesday, February 12, 2014 5:45 AM
    • Marked as answer by Donyc Thursday, February 13, 2014 8:37 PM
    Wednesday, February 12, 2014 5:44 AM