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I use MS Dynamics 365 running with Outlook 365 and would like to sync contacts.
For a year, I added contacts to customer accounts in Dynamics by creating the Account in Dynamics and then add the contact in Outlook by tracking via the Outlook Dynamics 365 add-in. This worked, altough it created contact doubles in Outlook address book for all of the synced contacts.
Lately, Outlook started to change the 'display as' field for contacts itself. The 'display as' field then appears with just the e-mail address, instead of the contact name without the (email@example.com) extension. As a result, sent messages appear in the Sent items folder without showing the recipients in the overview and just show the email address in the mail itself.
This occurs not in all doubled contacts. Changing one doubled contact does not affect the other doubled contact in Outlook.
Since a couple of weeks, I can no longer track contacts in Outlook. A newly created contact in Outlook, does no longer appear as 'not yet tracked' in the Outlook-contacts overview in the Dynamics 365 add-in. Once I create the same contact with e-mail directly in Dynamics, the person is however correctly tracked in Sales opportunities or accounts that were previously selected to be tracked.
Can you please advice how to get rid of these sync issues?
One option would be resetting the contacts. Here is an overview of the steps:
The above steps should help clean-up any duplicates or contacts that are no longer in-sync with CRM. The final step should re-sync the contacts from CRM to Outlook according to the user's personal sync filters.
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