Move CRM4 contact data to Outlook?

• 09-16-2008 1:34 AM

  Nicko Joined on 09-03-2008 Posts 2	Move CRM4 contact data to Outlook? Reply Contact Can you create a contact in Outlook from a CRM Contact? I know it is easy to do it the other way around?

• 09-16-2008 2:07 AM

  In reply to

  Leon Tribe Joined on 03-25-2008 Posts 59	Re: Move CRM4 contact data to Outlook? Reply Contact 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
  	Tags: microsoft dynamics crm, CRM and Outlook Synchronizing, contact, contacts, CRM 4.0, CRM O, OUtlook client, CRM setup, CRM, crm40, CRM 4.0 Contacts

• 10-21-2008 12:53 PM

  In reply to

  Mperales Joined on 10-21-2008 Posts 1	Re: Move CRM4 contact data to Outlook? Reply Contact How do you customize the what items are sync'd. I can't find this option anywhere.

• 10-22-2008 12:11 AM

  In reply to

  Leon Tribe Joined on 03-25-2008 Posts 59	Re: Move CRM4 contact data to Outlook? Reply Contact You need to look for the local data rules and modify the rules for Contacts. Leon Tribe
  	Tags: CRM 4.0, OUtlook client, CRM, CRM 3, CRM 3.0, dynamics, CRM 4, synchronization, crm 30, 4.0