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I work with a custom application that gathers Contact data from Exchange, and sends the data into the Microsoft Dynamics CRM database.
We want to use the Outlook end user functionality, but do not want any Contact information from Outlook to be sent into the CRM database. It may create duplicates and conflict with our custom application.
I have received the documentation in regards to how the sync behavior can be controlled at the field level.
However, it is not clear if the Contacts entity sync from Outlook to CRM can be COMPLETELY turned off. Again, we don't want any Contact records from Outlook to be created in the CRM database.
Can anyone provide some advice in this area? Ideally, this is a company wide setting and not controlled at the user level.
Yes, the sync can be turned off.
Hope that helps.
I really appreciate the response. Just to verify, this also turns off Outlook sending any Contact or Company data to the CRM database?
The default behaviour is for contacts only to flow from outlook into CRM when you track the contact in outlook. If you do not then you should be good!
As Lloyd mentioned, only Contacts flow from outlook to CRM when you manually Track (or Set Regarding) the record.
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