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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM contact sync to Ou...
Microsoft Dynamics CRM (Archived)

CRM contact sync to Outlook create category in Outlook

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Posted on by George Ku 65

Hi, All,

Now I can sync Outlook contact and CRM.
But every new contact sync from CRM to Outlook, it will create a category named company.
I don't want to create such categories.

I only need to sync company name field from CRM to outlook.

How to avoid create category in Outlook?

George

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I have the same question (0)
  • alf Profile Picture
    alf 17,915 on at

    Hi George,

    I notice this same behavior too.  When we tested this in the past, making a change to the contact in crm OR modifying the synchronization rule would cause the contact to resync to outlook.

    We've tested with update rollup 8 and this behavior appears to have changed.  I'll have a couple folks test this here and will report back what we find.

  • Michael Melo Profile Picture
    Michael Melo 65 on at

    I'd love to know if it is possible not to have the category ([CRM] Parent Record...) created in Outlook as well. Its a nightmare syning to the Blackberry with all of these categories...

  • Chris Vening Profile Picture
    Chris Vening 75 on at

    Please add my voice to this and strangely this only happens with one (mine) of our many users - my blackberry and GTD process is grinding to a halt

  • alf Profile Picture
    alf 17,915 on at

    In one of our users, re-installing the outlook crm client and re-applying update rollup 8 fixed the issue. 

  • Ranger Profile Picture
    Ranger 515 on at

    hi George,

    Do you have this issue?

    My boss sync his contacts to his mobile. He has the client. He can see all his contacts but one thing is missing. that is the company name. The company Name is NOT mapped when synchronised from CRM web to Outlook.

    any idea?

    Thanks

    Rangers

  • George Ku Profile Picture
    George Ku 65 on at

    [quote user="Ranger"]

    My boss sync his contacts to his mobile. He has the client. He can see all his contacts but one thing is missing. that is the company name. The company Name is NOT mapped when synchronised from CRM web to Outlook.

    [/quote]

    You can goto CRM-> Option in Outlook client, at second tab, you can find a checkbox that can enable sync company name from CRM.

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