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Move CRM4 contact data to Outlook?

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Posted by Nicko

on 16 Sep 2008 3:34 AM

Can you create a contact in Outlook from a CRM Contact? I know it is easy to do it the other way around?

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Posted by Leon Tribe

on 16 Sep 2008 4:07 AM

If you have the option enabled, all contacts you've created or that belong to accounts you've created will be automatically synced to Outlook. The rules behind what gets brought down to Outlook can also be changed to suit your needs i.e. 'only sync contacts whose name is XXX' Leon Tribe

Posted by Mperales

on 21 Oct 2008 2:53 PM

How do you customize the what items are sync'd. I can't find this option anywhere.

Posted by Leon Tribe

on 22 Oct 2008 2:11 AM

You need to look for the local data rules and modify the rules for Contacts. Leon Tribe

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