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Microsoft Dynamics CRM (Archived)

Outlook Contact not linked to CRM after sync filter is deactivated (Possible bug?)

Posted on by 245

Environment: CRM Online, Exchange Online, Outlook 2016

It appears that if you have a Contact sync filter that has sync'd with Outlook and you then deactivate that filter, the contacts in Outlook with be un-linked from CRM and never be able to be sync'd again. Here are the steps to reproduce.

  1. "My Outlook Contacts" filter is activated (This is the default)
  2. User has at least one Owned Contact. Let's just call them "Contact A"
  3. Allow SSS to run (sync) and create the Contact(s) in Outlook
  4. Deactivate the "My Outlook Contacts" filter
  5. Allow SSS to run (sync).
  6. "Contact A" in Outlook will not get deleted from Outlook but they will be "unlinked" from CRM
  7. Add the same "Contact A" to another filter. I created a "Contacts I Follow" filter for testing. I added other contacts to this filter to be sure it was working.
  8. Allow SSS to run (sync).
  9. "Contact A" will not be linked to CRM in Outlook
  10. At this point there is nothing I can do to get the contact linked to CRM.
  11. Tried activating the "My Outlook Contacts" filter. Outlook "Contact A" does not get linked to CRM and a new contact is not created.
  12. Tried deleting "Contact A" from Outlook. Never comes back.

Has anyone else seen this behavior? I think it is a bug in SSS but wanted to make sure. There are a couple of tables in the CRM database that track deleted and manually tracked objects which I think may be the problem. I think somehow these un-linked contacts are being recorded in those tables and then SSS doesn't think it needs to sync then anymore.

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