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How to re-sync a deleted contact? RRS feed

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    We have installed microsoft crm 4.0 and outlook client.
    I am synchronising crm contacts with my local outlook contacts (not all of them, just a part).
    I have deleted a contact in outlook which i didn't want to be synchronised.
    If now i want it to be re-synchronised again (imported from crm contacts) it is not possible. I have seen a few tricks in the internet but none of them worked?
    Friday, January 22, 2010 2:30 PM

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    Modify local data groups so that no contacts are synced. Force a manual sync. This will remove all CRM contacts from your Outlook contacts folder. Delete all CRM contacts from your deleted items in Outlook. Modify the local data groups again to sync whichever contacts meet your criteria and force another sync.

    Hope this helps.
    Friday, January 22, 2010 2:43 PM
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    Neil's solution is the correct one. Please double-check that you turned OFF contact sync. Not jusyt modify local data groups. Once you turn OFF contact sync, then force sync. ALL of your CRM contacts should be removed from Outlook. Now turn Contact sync back ON. Force sync again.
    Friday, March 5, 2010 3:23 AM

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    Modify local data groups so that no contacts are synced. Force a manual sync. This will remove all CRM contacts from your Outlook contacts folder. Delete all CRM contacts from your deleted items in Outlook. Modify the local data groups again to sync whichever contacts meet your criteria and force another sync.

    Hope this helps.
    Friday, January 22, 2010 2:43 PM
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    I have allready tried thiw solution but it is not working!
    The contact i have deleted from my outlook contacts was created in crm by an other user.
    No matter what i do i cannot resync it in my local contacts. I can only see it in crm contacts.

    Friday, January 22, 2010 2:51 PM
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    The steps I described earlier are the correct steps to resolve your situation, so I'm not sure why they are not working for you. And although you said you had "seen a few tricks" you didn't mention which potential solutions you had already tried.

    When syncing contacts it doesn't matter who created the contact, so long as you have sufficient privileges to read and write the contact record. So long as the contact record has been deleted from Outlook, CRM will resync it. Have you tried creating a new test contact in CRM, syncing it to Outlook, deleting it from Outlook and resyncing it?

    When you say you "can only see it in crm contacts" please clarify what you mean by this -- you mean that you can see the contact in the CRM contacts grid? If so, which view?
    Friday, January 22, 2010 3:35 PM
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    The only solution that i had allready tried was the one that you mentioned.
    A colleage has created a test contact in CRM 4.0
    I have synchronised with my local contacts in outlook.
    Then i deleted it from my local contacts.
    After i dleted the data in the local data groups and performed a new sync.
    Finally i re entered the local data group where it includes the test contact.
    I performed a few syncs but i still don't see the test contact in my local contacts.
    I really don't know what i am not doing right!
    Friday, January 22, 2010 5:12 PM
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    I have recently encountered the same issue that urbandim described above.  Even after reading how the synch between Outlook and CRM 4.0 should behave it would appear that the following WOULD be true:

      -Contact is synched from CRM to Oultook (as it met the criteria specified in the Local Data Groups)
      -The synched record is deleted from Outlook Contacts but remains in CRM
      -The record will continue to remain unsynched from Outlook
      -In order to synch the record back to Outlook all that needs to be done is modify that record within CRM and then Save it
      -The next time a manual "Synch with CRM" is selected or an automatic synch runs that record SHOULD reappear in Outlook

    However, it appears that this IS NOT occurring.  Although I can't explain the cause of this problem I discovered a workaround.  If you rerun the Configuration Wizard and select "Change your configuration" and enter in the appropriate information once the wizard completes and you repopen Outlook the contacts will once again resynch (either by manually forcing the synch or waiting until the automatic synch happens).

    Although I found this to work this does create an issue, let's say you had 50 contacts initially synch from CRM to Outlook.  You deleted 2 contacts that you never want to show up in Outlook and you also delted 5 contacts from Outlook as well.  You would then have 43 contacts in Outlook from CRM.  Once you rerun the Configuration Wizard all 50 contacts would show up in Outlook again.  As long as the contact criteria meets that specified in your Local Data Group it will be synched to CRM.  So, even though you had 2 contacts that you never wanted to "flow through" to Outlook they would.  This means that you might need to think about modifiying how your Local Data Group is set up to exclude contacts that you don't want to be passed into Outlook.  

    • Proposed as answer by Phil Edry Tuesday, March 23, 2010 7:17 PM
    Tuesday, March 2, 2010 2:26 PM
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    Sounds like this might be a good candidate for the Microsoft Connect site.  Maybe the feature is not working as expected or we are not understanding the way it is supposed to work.  I am going to have another read through of the Outlook Synchronization in Microsoft Dynamics CRM 4.0 white paper to see if it sheds any light on this behavior.
    Best Regards | Twitter: edwardsdna
    Thursday, March 4, 2010 2:35 PM
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    I had something similiar where I wanted CRM contacts to resync to Outlook. My goal was to update all the Company fields for all the CRM contacts. After some researching I found that enabling the Outlook CRM Option "Update Company fields with parent account names" was the solution for me but I soon found out it wouldn't update existing CRM Outlook contacts unless certain fields were updated/modifed. I didn't want to do this for all of the user's contacts! I even tried a Macro but it didn't work for me on a users machine, when I tested it on my machine it worked before.

    So I decided to backup the users contacts (Out of paranoia) then proceeded to delete only CRM contacts from Outlook.

    • I first tried the configuration wizard by re-pointing it to an Organization (actually did this 3 times) but for some reason it wouldn't sync Outlook CRM contacts after I relaunched Outlook. Was there something I missed?????
    • Repeatedly using the CRM toolbar and selected Synchronize with CRM. It didn't resync any contacts from CRM to outlook.
    • I also tried running a repair of CRM didn't work.
    • I tried putting the Outlook CRM client in offline mode then back online hoping it would resync. That didn't work.
    • I went to the CRM toolbar | Modify local data groups | deactivated My Contacts and reactivated. That didn't work
    • I thought I could get a little tricky and rename the users Offline database file located at C:\Program Files\Microsoft Dynamics CRM\sql\4.0\MSDE_MSCRM7333.mdf that didn't work. Honestly I wasn't even sure what this was =)
    What worked for me was uninstalling MS CRM 4, reinstalled MS CRM 4 + our latest deployed rollup version 5 (if you are wondering we are testing newer roll-ups). After launching outlook I quickly checked the CRM options to see if my "Update Company fields with parent account names" was still enabled, whew! it was, I forced a sync of CRM contacts to CRM by going to the Outlook CRM toolbar and selected Synchronize with CRM. The users CRM contacts synchronized to the users contacts folder and also showed/updated the Company name fields.

    I didn't have much time to give this a lot of thought once I had access to the users machine. Was/is there a easier way out there for us to resync CRM contacts to Outlook and/or update existing CRM Outlook contacts company fields?? and yes, most of our users would love to use the company field for reference.
    • Proposed as answer by Silencer001 Wednesday, March 16, 2011 9:46 AM
    Thursday, March 4, 2010 10:27 PM
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    Neil's solution is the correct one. Please double-check that you turned OFF contact sync. Not jusyt modify local data groups. Once you turn OFF contact sync, then force sync. ALL of your CRM contacts should be removed from Outlook. Now turn Contact sync back ON. Force sync again.
    Friday, March 5, 2010 3:23 AM
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    However, it appears that this IS NOT occurring.  Although I can't explain the cause of this problem I discovered a workaround.  If you rerun the Configuration Wizard and select "Change your configuration" and enter in the appropriate information once the wizard completes and you repopen Outlook the contacts will once again resynch (either by manually forcing the synch or waiting until the automatic synch happens).

    Thanks J_W_K -- the other solution did not work for me until I tried re-running the configuraiton wizard as you suggested.

    Best,
    Phil

    Phil Edry – Altriva Solutions – Solution Developer
    Tuesday, March 23, 2010 7:18 PM
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    Exactly what do you mean by Turn OFf Contact Sync? I have tried all of the suggestions, Turned off sync on the computer, uninstalled CRM entirely,  but all of my contacts from CRM get sync'ed to Outlook with an odd Icon that looks like a standard Outlook Contact Icon with a clock in the bottom right and a missing CRM section in the contact form ribbon. Attempts to track are any of these contacts is met with a message that the record was previosly deleted or "You cannot link this item to MS Dyn CRM.Scynchronization with this item or activity has been turned off.

     

    I have even tried to assign all my contacts to another user and re assign them back with no luck. 23 out of 290+ contacts sync correctly and all other ones are ignored. 

     

    Running on prem, RU1, patched machines.

     

    I am stuck, any Ideas?

    Stephen V Noe, CRM MCT
    • Edited by Stephenvnoe Tuesday, May 10, 2011 2:40 PM add more
    Tuesday, May 10, 2011 1:38 PM
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    Sorry - but this is not the solution! There are many situations described in other forums as in this post here (see Stephen V Noe) where turning off sync, modifying local data groups, deleting contact objects in local Outlook recyle bin and turning all on again ist NOT the solution. We have many CRM customers and many of them have the same problem. The only way is to rerun the crm configuration wizzard. There seems to be a local caching algorythm which 'optimizes' sync - and that seems to be buggy! So reset all by reconfiguring CRM client integration...

     

    Michael Scheibe 

    Friday, July 22, 2011 11:06 AM
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    I don't think shouting is going to help.

    For most situations, this process works. I have used it on many occasions and never needed anything further. I am certain you are correct when you say there are other situations where this doesn't work. There are unique characteristics of every situations.

    I would say that your solution "The only way is to rerun the crm configuration wizzard", is probably not the "only" way since this has been solved using the above technique.

    If you are looking to solve a specific issue, post the details. 

    Friday, July 22, 2011 11:35 AM