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Microsoft Dynamics 365 | Integration, Dataverse...
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Syncing Contacts from Outlook to Dynamics

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Posted on by 20

Hello,

I'm at a bit of a loss on this one!

I'm working with a client who would like to essentially import their outlook contacts into Dynamics (Sales Hub). We have server side sync turned on for all options (including Contacts, Tasks, and Appointments) and all users have the Dynamics 365 App for Outlook deployed and working and users can manually track or add one contact at a time from their emails. 

However, when I tested and enabled their mailboxes, only ONE of the users outlook contacts imported in. His settings seem to be the same as everyone else's, but for whatever reason all of his contacts synced up. No other contacts or user address books have been synced. 

Some possibilities: (1) he may have been the first user who was enabled or (2) his outlook was formerly connected to an old dynamics environment three years ago (completely different tenant) and at one point had the old dynamics for outlook plugin. 

Has anyone else experienced this? 

  • MrBala Profile Picture
    40 on at
    RE: Syncing Contacts from Outlook to Dynamics

    we were getting an error using the Dynamics 365 for Outlook app and disabled a plugin using plugin registration tool and had success creating contact.

  • André Arnaud de Calavon Profile Picture
    293,278 Super User 2025 Season 1 on at
    RE: Syncing Contacts from Outlook to Dynamics

    @Ramit, No. Sales Hub is not Dynamics 365 Finance.

  • Ramit Paul Profile Picture
    22,375 Most Valuable Professional on at
    RE: Syncing Contacts from Outlook to Dynamics

    Andre Arnaud de CalavonCan we move to Finance?

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